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

Marcus Trend Dip's Analysis

Last 6 Months: 2025-11-06 to present • 5 trades in period

+0.25%
Last 6 Months Return
$15,300.65
Current Value
40%
Win Rate
$15,262.62
Period Start
Login to Apply
PHASE 0: RANGING
🔄 Transitioning
Signals generated 2026-05-06 10:59:04

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)
39 neutral
20d Trend
-6.5%
5d Trend
-4.3%
EMA20 Dist
-3.4%
ATR%
2.4%
Range Pos
56%
Bounce Ratio
0.6×
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

51
Lifetime
Confidence: 71%

Quality Components

Return-to-Risk
35.0/35
Total Return
14.4/25
Win Rate
8.9/15
Profit Factor
7.0/15
Consistency
6.7/10
Raw Quality 71.9/100
× Confidence 0.71 = 51.1

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 (71%) 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 6 Months)

Hybrid data: Historical backfill + Yahoo/Alpaca (live) - verifiable market data
Data Source
Yahoo + Alpaca
Candles in Period
10,655
Timeframe
5-Minute Bars
Period Range
2025-11-06 → 2026-05-06
Trading Days
133 days
Data Gaps
None (6 market holidays)

Market Closed (6 days)

2025-11-27 — Thanksgiving, 2025-12-25 — Christmas Day, 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 (Last 6 Months)

Period Start Capital
$15,262.62
Current Value
$15,300.65
Period P&L
$38.04
Max Drawdown
-0.0%
Sharpe Ratio
0.03

Trade Statistics (Last 6 Months)

Trades in Period
5
Winners / Losers
2 / 3
Best Trade
+5.04%
Worst Trade
-3.27%
Avg Trade Return
+0.13%
Avg Hold Time
4.6d

💰 Trading Cost Analysis (Alpaca Fees) (Last 6 Months)

Asset Type
📈 Stock
Fee Rate
FREE
Total Volume
$147,407.98
Estimated Fees
$0.00
Gross P&L
$38.04
Net P&L (after fees)
$38.04
Gross Return
+0.25%
Net Return (after fees)
+0.25%

✅ 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

📈 MS 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: 133 trading days 🎯 Trade markers show BUY (▲) and SELL (▼) points

Trade History (Last 6 Months - 5 trades)

How to Read This Table

Each row is one complete trade cycle (BUY → HOLD → SELL). Marcus Trend Dip had $15,262.62 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 Nov 4, 2025 11:20am ET $165.62 92 $15,236.58 — — —
🔴 SELL Nov 7, 2025 10:00am ET $160.49 92 $14,765.08 $14,801.69 $-471.50
(-3.1%) 		🛑 -10% Stop
0m held
2 🟢 BUY Nov 10, 2025 11:35am ET $164.31 90 $14,787.90 — — —
🔴 SELL Nov 17, 2025 2:55pm ET $158.94 90 $14,304.60 $14,318.39 $-483.30
(-3.3%) 		🛑 -10% Stop
0m held
3 🟢 BUY Nov 24, 2025 12:15pm ET $162.02 88 $14,257.32 — — —
🔴 SELL Nov 28, 2025 11:40am ET $170.13 88 $14,971.44 $15,032.51 +$714.12
(+5.0%) 		🎯 +5% Target
0m held
4 🟢 BUY Feb 20, 2026 3:00pm ET $174.45 86 $15,002.70 — — —
🔴 SELL Feb 23, 2026 10:15am ET $169.12 86 $14,544.32 $14,574.13 $-458.38
(-3.1%) 		🛑 -10% Stop
0m held
5 🟢 BUY Apr 8, 2026 10:40am ET $175.68 82 $14,405.76 — — —
🔴 SELL Apr 14, 2026 11:35am ET $184.54 82 $15,132.28 $15,300.65 +$726.52
(+5.0%) 		🎯 +5% Target
0m held
Started with: $10,000.00
Total Invested: $10,000.00
Ended with: $15,300.65
Net Profit/Loss: +$5,300.65
Total Return: +53.01%
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