Compendium › Anchor › IWM
Simulated with $10,000 starting capital
Period: 1M 3M 6M YTD 1Y 2Y
IWM
Alpaca Tradeable

Anchor's Analysis

Last 3 Months: 2026-02-06 to present • 25 trades in period

-5.63%
Last 3 Months Return
$10,506.75
Current Value
48%
Win Rate
$11,133.59
Period Start
Login to Apply
PHASE 0: RANGING
Signals generated 2026-05-06 12:23:23

No strong directional signal. Monitor for regime shift.

Fear & Greed
46
Fear
VIX
17.0
NORMAL
10Y Yield
4.45%
ELEVATED
Yield Curve
+0.51%
STEEP
HY Spread
2.77
CALM
🌍 Kp Index
🔴 1.7
Storm
⛈️ 4 storm days in 7d
RSI(14)
41.2 neutral
20d Trend
-2.2%
5d Trend
-1.3%
EMA20 Dist
-1.9%
ATR%
1.8%
Range Pos
63%
Bounce Ratio
0.9×
Green/Red 10d
5/5
🌍 Geophysical Tilt: Storm regime: volume-spike & macro strategies historically +3% differential. Sentiment strategies struggle.

Strategy Score Scored May 6, 2026

24
Lifetime
Confidence: 100%

Quality Components

Return-to-Risk
2.4/35
Total Return
5.8/25
Win Rate
9.8/15
Profit Factor
0.5/15
Consistency
5.5/10
Raw Quality 23.9/100
× Confidence 1.00 = 23.8

30-Day Momentum

54
+4.5%
30d Return
73%
Win Rate
11
Trades
2.8×
Profit Factor
Quality: 59.9 Conf: 0.90×
Accelerating (+30 vs lifetime)
Momentum meets PRO threshold (40+)
How Scoring Works: Score = Quality × Confidence. Quality (0-100) rates absolute performance across 5 dimensions: Return-to-Risk (35pts), Total Return (25pts), Win Rate (15pts), Profit Factor (15pts), Consistency (10pts). Confidence (100%) adjusts for trade count and freshness — more trades + recent activity = higher confidence. Momentum uses the same model recalibrated for a 30-day trailing window. PRO status requires both Lifetime Score ≥ 70 and Momentum ≥ 40.

Data Transparency (Last 3 Months)

Hybrid data: Historical backfill + Yahoo/Alpaca (live) - verifiable market data
Data Source
Yahoo + Alpaca
Candles in Period
4,901
Timeframe
5-Minute Bars
Period Range
2026-02-06 → 2026-05-06
Trading Days
62 days
Data Gaps
None (2 market holidays)

Market Closed (2 days)

2026-02-16 — Presidents' Day, 2026-04-03 — Good Friday
Brokerage: Alpaca Markets

✓ Tradeable on Alpaca
Stocks: Commission-free • Market hours: 9:30 AM - 4:00 PM ET

To execute these strategies, you'll need an Alpaca brokerage account.

Performance Summary (Last 3 Months)

Period Start Capital
$11,133.59
Current Value
$10,506.75
Period P&L
$-626.84
Max Drawdown
-5.9%
Sharpe Ratio
-0.21

Trade Statistics (Last 3 Months)

Trades in Period
25
Winners / Losers
12 / 13
Best Trade
+1.99%
Worst Trade
-2.51%
Avg Trade Return
-0.23%
Avg Hold Time
1.1d

💰 Trading Cost Analysis (Alpaca Fees) (Last 3 Months)

Asset Type
📈 Stock
Fee Rate
FREE
Total Volume
$466,338.20
Estimated Fees
$0.00
Gross P&L
$-626.84
Net P&L (after fees)
$-626.84
Gross Return
-5.63%
Net Return (after fees)
-5.63%

✅ Stocks: Alpaca offers commission-free stock trading. No fees on this symbol!
Actual fees may vary based on your volume tier. See Alpaca pricing.

Equity Curve — Your Money Over Time

Each dot is a completed trade. ● Green = profitable trade, ● Red = losing trade. Hover for details.

The dashed blue line shows your starting $10,000. Points above = profit, points below = loss.

🖱️ Scroll to zoom • Click & drag to pan • Double-click to reset

Price Action + Equity Overlay

📈 IWM Price (left axis) vs 📊 Your Equity (right axis). See how the stock price moved while you held positions.

🖱️ Scroll to zoom • Click & drag to pan • Double-click to reset
📊 Price data: 62 trading days 🎯 Trade markers show BUY (▲) and SELL (▼) points

Trade History (Last 3 Months - 25 trades)

How to Read This Table

Each row is one complete trade cycle (BUY → HOLD → SELL). Anchor had $11,133.59 at period start. When he sees a buy signal, he uses all available cash to buy shares. He holds until hitting his +5% target, -10% stop loss, or 30-day limit. After selling, the profit/loss is added to his balance, and the next trade uses that new balance.

# Action Date & Time Price/Share Shares Total Value Balance After Result Exit Reason
1 🟢 BUY Feb 11, 2026 9:45am ET $266.73 0 $0.00 — — —
🔴 SELL Feb 11, 2026 10:15am ET $263.17 0 $0.00 $10,987.83 $-145.76
(-1.3%) 		🛑 -10% Stop
0m held
2 🟢 BUY Feb 12, 2026 9:45am ET $265.20 0 $0.00 — — —
🔴 SELL Feb 12, 2026 11:05am ET $261.84 0 $0.00 $10,850.27 $-137.56
(-1.3%) 		🛑 -10% Stop
0m held
3 🟢 BUY Mar 6, 2026 9:30am ET $251.21 43 $10,802.03 — — —
🔴 SELL Mar 9, 2026 9:30am ET $247.24 43 $10,631.32 $10,679.56 $-170.71
(-1.6%) 		🛑 -10% Stop
3d held
4 🟢 BUY Mar 10, 2026 12:10pm ET $255.42 41 $10,472.22 — — —
🔴 SELL Mar 11, 2026 9:30am ET $252.23 41 $10,341.43 $10,548.77 $-130.79
(-1.2%) 		🛑 -10% Stop
21.3h held
5 🟢 BUY Mar 12, 2026 9:30am ET $248.67 42 $10,444.14 — — —
🔴 SELL Mar 13, 2026 9:30am ET $249.50 42 $10,479.00 $10,583.63 +$34.86
(+0.3%) 		⏰ 30 Day Max
1d held
6 🟢 BUY Mar 16, 2026 12:00pm ET $249.15 42 $10,464.30 — — —
🔴 SELL Mar 17, 2026 9:30am ET $250.08 42 $10,503.36 $10,622.69 +$39.06
(+0.4%) 		⏰ 30 Day Max
21.5h held
7 🟢 BUY Mar 18, 2026 9:30am ET $248.54 42 $10,438.68 — — —
🔴 SELL Mar 18, 2026 3:55pm ET $246.03 42 $10,333.26 $10,517.27 $-105.42
(-1.0%) 		🛑 -10% Stop
6.4h held
8 🟢 BUY Mar 20, 2026 9:35am ET $245.54 42 $10,312.68 — — —
🔴 SELL Mar 20, 2026 1:50pm ET $243.06 42 $10,208.52 $10,413.11 $-104.16
(-1.0%) 		🛑 -10% Stop
4.3h held
9 🟢 BUY Mar 23, 2026 3:20pm ET $248.56 41 $10,190.96 — — —
🔴 SELL Mar 24, 2026 9:30am ET $245.10 41 $10,049.10 $10,271.25 $-141.86
(-1.4%) 		🛑 -10% Stop
18.2h held
10 🟢 BUY Mar 25, 2026 11:10am ET $251.33 40 $10,053.20 — — —
🔴 SELL Mar 26, 2026 9:30am ET $248.93 40 $9,957.20 $10,175.25 $-96.00
(-1.0%) 		⏰ 30 Day Max
22.3h held
11 🟢 BUY Mar 27, 2026 9:30am ET $246.31 41 $10,098.71 — — —
🔴 SELL Mar 27, 2026 1:45pm ET $243.72 41 $9,992.52 $10,069.06 $-106.19
(-1.1%) 		🛑 -10% Stop
4.3h held
12 🟢 BUY Mar 30, 2026 1:45pm ET $240.15 41 $9,846.35 — — —
🔴 SELL Mar 31, 2026 9:30am ET $243.51 41 $9,983.91 $10,206.61 +$137.55
(+1.4%) 		⏰ 30 Day Max
19.8h held
13 🟢 BUY Apr 1, 2026 12:25pm ET $251.63 40 $10,065.20 — — —
🔴 SELL Apr 2, 2026 9:30am ET $245.32 40 $9,812.80 $9,954.21 $-252.40
(-2.5%) 		🛑 -10% Stop
21.1h held
14 🟢 BUY Apr 6, 2026 10:05am ET $250.56 39 $9,771.84 — — —
🔴 SELL Apr 7, 2026 9:30am ET $251.55 39 $9,810.45 $9,992.82 +$38.61
(+0.4%) 		⏰ 30 Day Max
23.4h held
15 🟢 BUY Apr 8, 2026 11:05am ET $259.74 38 $9,870.12 — — —
🔴 SELL Apr 9, 2026 9:30am ET $259.28 38 $9,852.64 $9,975.34 $-17.48
(-0.2%) 		⏰ 30 Day Max
22.4h held
16 🟢 BUY Apr 10, 2026 10:10am ET $261.66 38 $9,943.08 — — —
🔴 SELL Apr 13, 2026 9:30am ET $260.53 38 $9,900.14 $9,932.40 $-42.94
(-0.4%) 		⏰ 30 Day Max
3d held
17 🟢 BUY Apr 14, 2026 12:55pm ET $268.54 36 $9,667.44 — — —
🔴 SELL Apr 15, 2026 9:30am ET $269.02 36 $9,684.72 $9,949.68 +$17.28
(+0.2%) 		⏰ 30 Day Max
20.6h held
18 🟢 BUY Apr 16, 2026 9:55am ET $268.51 37 $9,934.69 — — —
🔴 SELL Apr 17, 2026 9:30am ET $273.84 37 $10,132.08 $10,147.07 +$197.39
(+2.0%) 		⏰ 30 Day Max
23.6h held
19 🟢 BUY Apr 20, 2026 9:30am ET $274.97 36 $9,898.92 — — —
🔴 SELL Apr 21, 2026 9:30am ET $278.39 36 $10,022.04 $10,270.19 +$123.12
(+1.2%) 		⏰ 30 Day Max
1d held
20 🟢 BUY Apr 22, 2026 11:05am ET $276.08 37 $10,214.96 — — —
🔴 SELL Apr 23, 2026 9:30am ET $277.24 37 $10,257.88 $10,313.11 +$42.92
(+0.4%) 		⏰ 30 Day Max
22.4h held
21 🟢 BUY Apr 24, 2026 9:55am ET $274.46 37 $10,155.02 — — —
🔴 SELL Apr 27, 2026 9:30am ET $277.20 37 $10,256.40 $10,414.49 +$101.38
(+1.0%) 		⏰ 30 Day Max
3d held
22 🟢 BUY Apr 28, 2026 9:30am ET $276.10 37 $10,215.70 — — —
🔴 SELL Apr 28, 2026 10:40am ET $273.14 37 $10,106.00 $10,304.79 $-109.70
(-1.1%) 		🛑 -10% Stop
1.2h held
23 🟢 BUY Apr 29, 2026 11:05am ET $272.52 37 $10,083.24 — — —
🔴 SELL Apr 30, 2026 9:30am ET $273.06 37 $10,103.22 $10,324.77 +$19.98
(+0.2%) 		⏰ 30 Day Max
22.4h held
24 🟢 BUY May 1, 2026 9:40am ET $276.98 37 $10,248.26 — — —
🔴 SELL May 4, 2026 9:30am ET $278.96 37 $10,321.52 $10,398.03 +$73.26
(+0.7%) 		⏰ 30 Day Max
3d held
25 🟢 BUY May 5, 2026 12:40pm ET $281.92 36 $10,149.12 — — —
🔴 SELL May 6, 2026 9:30am ET $284.94 36 $10,257.84 $10,506.75 +$108.72
(+1.1%) 		⏰ 30 Day Max
20.8h held
Started with: $10,000.00
Total Invested: $10,000.00
Ended with: $10,506.75
Net Profit/Loss: +$506.75
Total Return: +5.07%
Back to Anchor