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

Marcus Reversal's Analysis

Last Month: 2026-04-06 to present • 4 trades in period

+32.96%
Last Month Return
$6,053.11
Current Value
100%
Win Rate
$4,552.53
Period Start
Login to Apply
PHASE 0: RANGING
🔄 Transitioning
Signals generated 2026-05-06 10:07:10

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)
22.4 oversold
20d Trend
-22.6%
5d Trend
-9.4%
EMA20 Dist
-13.7%
ATR%
4.9%
Range Pos
1%
Bounce Ratio
0.3×
Green/Red 10d
2/8
🌍 Geophysical Tilt: Storm regime: volume-spike & macro strategies historically +3% differential. Sentiment strategies struggle.

Strategy Score Scored May 6, 2026

6
Lifetime
Confidence: 97%

Quality Components

Return-to-Risk
0.0/35
Total Return
0.0/25
Win Rate
0.9/15
Profit Factor
0.0/15
Consistency
4.8/10
Raw Quality 5.7/100
× Confidence 0.97 = 5.5

30-Day Momentum

60
+36.0%
30d Return
100%
Win Rate
4
Trades
10.0×
Profit Factor
Quality: 91.4 Conf: 0.66×
Accelerating (+55 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 (97%) 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
1,724
Timeframe
5-Minute Bars
Period Range
2026-04-06 → 2026-05-06
Trading Days
23 days
Data Gaps
None detected
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
$4,552.53
Current Value
$6,053.11
Period P&L
$1,500.57
Max Drawdown
-54.0%
Sharpe Ratio
2.44

Trade Statistics (Last Month)

Trades in Period
4
Winners / Losers
4 / 0
Best Trade
+12.86%
Worst Trade
+5.01%
Avg Trade Return
+8.21%
Avg Hold Time
5.9d

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

Asset Type
📈 Stock
Fee Rate
FREE
Total Volume
$41,773.19
Estimated Fees
$0.00
Gross P&L
$1,500.57
Net P&L (after fees)
$1,500.57
Gross Return
+32.96%
Net Return (after fees)
+32.96%

✅ 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

📈 UNH 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: 23 trading days 🎯 Trade markers show BUY (▲) and SELL (▼) points

Trade History (Last Month - 4 trades)

How to Read This Table

Each row is one complete trade cycle (BUY → HOLD → SELL). Marcus Reversal had $4,552.53 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 Apr 2, 2026 9:30am ET $272.71 16 $4,363.36 — — —
🔴 SELL Apr 7, 2026 9:30am ET $307.79 16 $4,924.64 $5,010.78 +$561.28
(+12.9%) 		🎯 +5% Target
5d held
2 🟢 BUY Apr 8, 2026 10:40am ET $306.22 16 $4,899.52 — — —
🔴 SELL Apr 17, 2026 9:55am ET $321.58 16 $5,145.20 $5,256.46 +$245.68
(+5.0%) 		🎯 +5% Target
9d held
3 🟢 BUY Apr 20, 2026 10:40am ET $321.85 16 $5,149.59 — — —
🔴 SELL Apr 21, 2026 9:30am ET $353.89 16 $5,662.24 $5,769.11 +$512.65
(+10.0%) 		🎯 +5% Target
22.8h held
4 🟢 BUY Apr 22, 2026 1:20pm ET $354.52 16 $5,672.32 — — —
🔴 SELL May 1, 2026 9:30am ET $372.27 16 $5,956.32 $6,053.11 +$284.00
(+5.0%) 		🎯 +5% Target
8.8d held
Started with: $10,000.00
Total Invested: $10,000.00
Ended with: $6,053.11
Net Profit/Loss: $-3,946.89
Total Return: -39.47%
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