Compendium › Marcus Yield Curve › BRK-B
Simulated with $10,000 starting capital
Period: 1M 3M 6M YTD 1Y 2Y
BRK-B
Alpaca Tradeable

Marcus Yield Curve's Analysis

to 2026-05-06 14:55:00+00 • 12 trades executed

+8.19%
2 Years Return
$12,433.16
Current Value
57%
Win Rate
$11,491.66
Period Start
Login to Apply
PHASE 0: RANGING
Signals generated 2026-05-06 10:59:40

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)
65.5 neutral
20d Trend
+1.8%
5d Trend
+4.8%
EMA20 Dist
+2.7%
ATR%
1.4%
Range Pos
72%
Bounce Ratio
1.2×
Green/Red 10d
8/2
🌍 Geophysical Tilt: Storm regime: volume-spike & macro strategies historically +3% differential. Sentiment strategies struggle.

Strategy Score Scored Mar 6, 2026

0
Lifetime
Confidence: 0%

Quality Components

Return-to-Risk
84.0/35
Total Return
45.6/25
Win Rate
80.4/15
Profit Factor
0.0/15
Consistency
69.6/10
Raw Quality 0.0/100
× Confidence 0.00 = 0.0

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 (0%) 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

Hybrid data: Historical backfill + Yahoo/Alpaca (live) - verifiable market data
Data Source
Yahoo + Alpaca
Candles Used
56,717
Timeframe
5-Minute Bars
Date Range
2024-05-06 → 2026-05-06
Trading Days
535 days
Data Gaps
None (21 market holidays)

Market Closed (21 days)

2024-05-27 — Memorial Day, 2024-06-19 — Juneteenth, 2024-07-04 — Independence Day, 2024-09-02 — Labor Day, 2024-11-28 — Thanksgiving, 2024-12-25 — Christmas Day, 2025-01-01 — New Year's Day, 2025-01-09 — National Day of Mourning (Carter), 2025-01-20 — MLK Jr. Day, 2025-02-17 — Presidents' Day, 2025-04-18 — Good Friday, 2025-05-26 — Memorial Day, 2025-06-19 — Juneteenth, 2025-07-04 — Independence Day, 2025-09-01 — Labor Day, 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 ... and 1 more
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

Starting Capital
$11,491.66
Current Value
$12,433.16
Total P&L
$941.49
Max Drawdown
-0.0%
Sharpe Ratio
0.30

Trade Statistics

Total Trades
7
Winners / Losers
4 / 3
Best Trade
+5.12%
Worst Trade
-4.89%
Avg Trade Return
+1.15%
Avg Hold Time
18.7d

💰 Trading Cost Analysis (Alpaca Fees)

Asset Type
📈 Stock
Fee Rate
FREE
Total Volume
$165,326.99
Estimated Fees
$0.00
Gross P&L
$941.49
Net P&L (after fees)
$941.49
Gross Return
+8.19%
Net Return (after fees)
+8.19%

✅ 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

📈 BRK-B 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: 535 trading days 🎯 Trade markers show BUY (▲) and SELL (▼) points

Complete Trade History

How to Read This Table

Each row is one complete trade cycle (BUY → HOLD → SELL). Marcus Yield Curve had $11,491.66 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 12, 2024 9:40am ET $406.42 28 $11,379.76 — — —
🔴 SELL May 13, 2024 9:30am ET $413.69 28 $11,583.19 $11,754.45 +$203.43
(+1.8%) 		⏰ 30 Day Max
0m held
2 🟢 BUY May 14, 2024 11:10am ET $408.76 28 $11,445.28 — — —
🔴 SELL Jun 13, 2024 11:10am ET $404.27 28 $11,319.56 $11,628.73 $-125.72
(-1.1%) 		⏰ 30 Day Max
0m held
3 🟢 BUY Jun 14, 2024 12:25pm ET $404.69 28 $11,331.32 — — —
🔴 SELL Jul 12, 2024 12:55pm ET $425.41 28 $11,911.48 $12,208.89 +$580.16
(+5.1%) 		🎯 +5% Target
0m held
4 🟢 BUY Jul 16, 2024 11:45am ET $434.14 28 $12,155.78 — — —
🔴 SELL Aug 5, 2024 9:30am ET $412.90 28 $11,561.20 $11,614.31 $-594.58
(-4.9%) 		🛑 -10% Stop
0m held
5 🟢 BUY Aug 6, 2024 11:30am ET $420.58 27 $11,355.66 — — —
🔴 SELL Aug 15, 2024 9:30am ET $441.99 27 $11,933.73 $12,192.38 +$578.07
(+5.1%) 		🎯 +5% Target
0m held
6 🟢 BUY Aug 19, 2024 2:05pm ET $448.60 27 $12,112.20 — — —
🔴 SELL Aug 30, 2024 9:30am ET $471.41 27 $12,728.15 $12,808.34 +$615.95
(+5.1%) 		🎯 +5% Target
0m held
7 🟢 BUY Sep 3, 2024 1:30pm ET $478.56 26 $12,442.43 — — —
🔴 SELL Sep 5, 2024 3:10pm ET $464.13 26 $12,067.25 $12,433.16 $-375.18
(-3.0%) 		🛑 -10% Stop
0m held
Started with: $10,000.00
Total Invested: $10,000.00
Ended with: $12,433.16
Net Profit/Loss: +$2,433.16
Total Return: +24.33%
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