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

Marcus Reversal's Analysis

Last Month: 2026-05-24 to present • 2 trades in period

+1.91%
Last Month Return
$14,185.70
Current Value
50%
Win Rate
$13,919.45
Period Start
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PHASE 0: RANGING
Signals generated 2026-06-24 19:53:21

No strong directional signal. Monitor for regime shift.

Fear & Greed
17
Extreme Fear
VIX
17.3
NORMAL
10Y Yield
4.51%
HIGH
Yield Curve
+0.34%
NORMAL
HY Spread
2.65
CALM
🌍 Kp Index
🟠 1.5
Active
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: Active magnetosphere: slight tilt toward volume/macro strategies.

Strategy Score Scored Jun 24, 2026

29
Lifetime
Confidence: 90%

Quality Components

Return-to-Risk
6.2/35
Total Return
13.6/25
Win Rate
3.1/15
Profit Factor
2.6/15
Consistency
6.6/10
Raw Quality 32.0/100
× Confidence 0.90 = 28.7

30-Day Momentum

Insufficient Recent Data
Fewer than 3 trades in the last 30 days. Momentum scores require recent trading activity.
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 (90%) 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 Month)

Hybrid data: Historical backfill + Yahoo/Alpaca (live) - verifiable market data
Data Source
Yahoo + Alpaca
Candles in Period
1,638
Timeframe
5-Minute Bars
Period Range
2026-05-26 → 2026-06-24
Trading Days
21 days
Data Gaps
None (2 market holidays)

Market Closed (2 days)

2026-05-25 — Memorial Day, 2026-06-19 — Juneteenth
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 Month)

Period Start Capital
$13,919.45
Current Value
$14,185.70
Period P&L
$266.25
Max Drawdown
-23.6%
Sharpe Ratio
0.25

Trade Statistics (Last Month)

Trades in Period
2
Winners / Losers
1 / 1
Best Trade
+5.08%
Worst Trade
-3.02%
Avg Trade Return
+1.03%
Avg Hold Time
11.4d

💰 Trading Cost Analysis (Alpaca Fees) (Last Month)

Asset Type
📈 Stock
Fee Rate
FREE
Total Volume
$54,220.85
Estimated Fees
$0.00
Gross P&L
$266.25
Net P&L (after fees)
$266.25
Gross Return
+1.91%
Net Return (after fees)
+1.91%

✅ 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: 21 trading days 🎯 Trade markers show BUY (▲) and SELL (▼) points

Trade History (Last Month - 2 trades)

How to Read This Table

Each row is one complete trade cycle (BUY → HOLD → SELL). Marcus Reversal had $13,919.45 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 May 27, 2026 3:25pm ET $290.10 47 $13,634.70 — — —
🔴 SELL Jun 5, 2026 2:55pm ET $281.33 47 $13,222.51 $13,507.26 $-412.19
(-3.0%) 		🛑 -10% Stop
9d held
2 🟢 BUY Jun 8, 2026 3:25pm ET $283.89 47 $13,342.60 — — —
🔴 SELL Jun 22, 2026 9:35am ET $298.32 47 $14,021.04 $14,185.70 +$678.44
(+5.1%) 		🎯 +5% Target
13.8d held
Started with: $10,000.00
Total Invested: $10,000.00
Ended with: $14,185.70
Net Profit/Loss: +$4,185.70
Total Return: +41.86%
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