IWM Anchor's Analysis
Year to Date: 2026-01-01 to present • 35 trades in period
-2.88%
Year to Date Return
$10,506.75
Current Value
57%
Win Rate
$10,817.82
Period Start
PHASE 0: RANGING
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 (Year to Date)
Hybrid data: Historical backfill + Yahoo/Alpaca (live) - verifiable market data
Data Source
Yahoo + Alpaca
Candles in Period
9,418
Timeframe
5-Minute Bars
Period Range
2026-01-01 → 2026-05-06
Trading Days
92 days
Data Gaps
None (4 market holidays)
Market Closed (4 days)
2026-01-01 — New Year's Day, 2026-01-19 — MLK Jr. Day, 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 (Year to Date)
Period Start Capital
$10,817.82
Current Value
$10,506.75
Period P&L
$-311.07
Max Drawdown
-5.9%
Sharpe Ratio
-0.08
Trade Statistics (Year to Date)
Trades in Period
35
Winners / Losers
20 /
15
Best Trade
+1.99%
Worst Trade
-2.51%
Avg Trade Return
-0.08%
Avg Hold Time
21.5h
💰 Trading Cost Analysis (Alpaca Fees) (Year to Date)
Asset Type
📈 Stock
Fee Rate
FREE
Total Volume
$466,338.20
Estimated Fees
$0.00
Gross P&L
$-311.07
Net P&L (after fees)
$-311.07
Gross Return
-2.88%
Net Return (after fees)
-2.88%
✅ 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: 92 trading days
🎯 Trade markers show BUY (▲) and SELL (▼) points
Trade History (Year to Date - 35 trades)
How to Read This Table
Each row is one complete trade cycle (BUY → HOLD → SELL). Anchor had $10,817.82 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 | Jan 9, 2026 10:05am ET | $258.38 | 0 | $0.00 | — | — | — |
| 🔴 SELL | Jan 9, 2026 10:20am ET | $260.07 | 0 | $0.00 | $10,886.91 |
+$69.09 (+0.7%) |
🎯 +5% Target
0m held |
|
| 2 | 🟢 BUY | Jan 20, 2026 2:30pm ET | $262.06 | 0 | $0.00 | — | — | — |
| 🔴 SELL | Jan 21, 2026 9:30am ET | $264.93 | 0 | $0.00 | $11,004.58 |
+$117.67 (+1.1%) |
🎯 +5% Target
0m held |
|
| 3 | 🟢 BUY | Jan 21, 2026 11:55am ET | $264.24 | 0 | $0.00 | — | — | — |
| 🔴 SELL | Jan 21, 2026 2:25pm ET | $266.75 | 0 | $0.00 | $11,107.49 |
+$102.91 (+0.9%) |
🎯 +5% Target
0m held |
|
| 4 | 🟢 BUY | Jan 23, 2026 12:40pm ET | $265.33 | 0 | $0.00 | — | — | — |
| 🔴 SELL | Jan 26, 2026 9:35am ET | $265.08 | 0 | $0.00 | $11,097.26 |
$-10.23 (-0.1%) |
🎯 +5% Target
0m held |
|
| 5 | 🟢 BUY | Jan 26, 2026 10:40am ET | $263.89 | 0 | $0.00 | — | — | — |
| 🔴 SELL | Jan 27, 2026 9:30am ET | $263.93 | 0 | $0.00 | $11,098.73 |
+$1.47 (+0.0%) |
🎯 +5% Target
0m held |
|
| 6 | 🟢 BUY | Jan 28, 2026 10:05am ET | $263.83 | 0 | $0.00 | — | — | — |
| 🔴 SELL | Jan 28, 2026 2:45pm ET | $264.18 | 0 | $0.00 | $11,113.64 |
+$14.91 (+0.1%) |
🎯 +5% Target
0m held |
|
| 7 | 🟢 BUY | Jan 29, 2026 10:05am ET | $262.34 | 0 | $0.00 | — | — | — |
| 🔴 SELL | Jan 29, 2026 11:00am ET | $259.70 | 0 | $0.00 | $11,002.76 |
$-110.88 (-1.0%) |
🛑 -10% Stop
0m held |
|
| 8 | 🟢 BUY | Jan 30, 2026 9:55am ET | $260.40 | 0 | $0.00 | — | — | — |
| 🔴 SELL | Jan 30, 2026 10:40am ET | $261.16 | 0 | $0.00 | $11,034.68 |
+$31.92 (+0.3%) |
🎯 +5% Target
0m held |
|
| 9 | 🟢 BUY | Feb 4, 2026 10:30am ET | $261.31 | 0 | $0.00 | — | — | — |
| 🔴 SELL | Feb 4, 2026 10:40am ET | $262.85 | 0 | $0.00 | $11,099.36 |
+$64.68 (+0.6%) |
🎯 +5% Target
0m held |
|
| 10 | 🟢 BUY | Feb 5, 2026 10:10am ET | $258.26 | 0 | $0.00 | — | — | — |
| 🔴 SELL | Feb 5, 2026 11:50am ET | $259.07 | 0 | $0.00 | $11,133.59 |
+$34.23 (+0.3%) |
🎯 +5% Target
0m held |
|
| 11 | 🟢 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 |
|
| 12 | 🟢 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 |
|
| 13 | 🟢 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 |
|
| 14 | 🟢 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 |
|
| 15 | 🟢 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 |
|
| 16 | 🟢 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 |
|
| 17 | 🟢 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 |
|
| 18 | 🟢 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 |
|
| 19 | 🟢 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 |
|
| 20 | 🟢 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 |
|
| 21 | 🟢 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 |
|
| 22 | 🟢 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 |
|
| 23 | 🟢 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 |
|
| 24 | 🟢 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 |
|
| 25 | 🟢 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 |
|
| 26 | 🟢 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 |
|
| 27 | 🟢 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 |
|
| 28 | 🟢 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 |
|
| 29 | 🟢 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 |
|
| 30 | 🟢 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 |
|
| 31 | 🟢 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 |
|
| 32 | 🟢 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 |
|
| 33 | 🟢 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 |
|
| 34 | 🟢 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 |
|
| 35 | 🟢 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%