Compendium › Momo Momentum › IBM
Simulated with $10,000 starting capital
Period: 1M 3M 6M YTD 1Y 2Y
IBM
Alpaca Tradeable

Momo Momentum's Analysis

Last 3 Months: 2026-03-24 to present • 3 trades in period

+17.47%
Last 3 Months Return
$15,691.28
Current Value
67%
Win Rate
$13,357.81
Period Start
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PHASE 0: RANGING
🔄 Transitioning
Signals generated 2026-06-24 16:47:54

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)
41.6 neutral
20d Trend
-5.4%
5d Trend
-6.3%
EMA20 Dist
-3.9%
ATR%
3.9%
Range Pos
40%
Bounce Ratio
1.2×
Green/Red 10d
2/8
🌍 Geophysical Tilt: Active magnetosphere: slight tilt toward volume/macro strategies.

Strategy Score Scored Jun 24, 2026

37
Lifetime
Confidence: 72%

Quality Components

Return-to-Risk
16.6/35
Total Return
14.6/25
Win Rate
9.5/15
Profit Factor
3.7/15
Consistency
6.4/10
Raw Quality 50.8/100
× Confidence 0.72 = 36.8

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 (72%) 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 3 Months)

Hybrid data: Historical backfill + Yahoo/Alpaca (live) - verifiable market data
Data Source
Yahoo + Alpaca
Candles in Period
4,992
Timeframe
5-Minute Bars
Period Range
2026-03-24 → 2026-06-24
Trading Days
64 days
Data Gaps
None (3 market holidays)

Market Closed (3 days)

2026-04-03 — Good Friday, 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 3 Months)

Period Start Capital
$13,357.81
Current Value
$15,691.28
Period P&L
$2,333.48
Max Drawdown
-12.0%
Sharpe Ratio
0.78

Trade Statistics (Last 3 Months)

Trades in Period
3
Winners / Losers
2 / 1
Best Trade
+15.89%
Worst Trade
-5.47%
Avg Trade Return
+7.10%
Avg Hold Time
20.6d

💰 Trading Cost Analysis (Alpaca Fees) (Last 3 Months)

Asset Type
📈 Stock
Fee Rate
FREE
Total Volume
$79,324.09
Estimated Fees
$0.00
Gross P&L
$2,333.48
Net P&L (after fees)
$2,333.48
Gross Return
+17.47%
Net Return (after fees)
+17.47%

✅ 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

📈 IBM 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: 64 trading days 🎯 Trade markers show BUY (▲) and SELL (▼) points

Trade History (Last 3 Months - 3 trades)

How to Read This Table

Each row is one complete trade cycle (BUY → HOLD → SELL). Momo Momentum had $13,357.81 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 Feb 24, 2026 10:30am ET $236.41 54 $12,766.14 — — —
🔴 SELL Apr 23, 2026 9:40am ET $223.48 54 $12,067.65 $12,247.02 $-698.49
(-5.5%) 		🛑 -10% Stop
57.9d held
2 🟢 BUY May 21, 2026 9:35am ET $234.90 52 $12,214.54 — — —
🔴 SELL May 22, 2026 9:30am ET $260.46 52 $13,543.92 $13,576.40 +$1,329.38
(+10.9%) 		🎯 +5% Target
23.9h held
3 🟢 BUY May 29, 2026 9:30am ET $277.26 48 $13,308.48 — — —
🔴 SELL Jun 1, 2026 9:30am ET $321.32 48 $15,423.36 $15,691.28 +$2,114.88
(+15.9%) 		🎯 +5% Target
3d held
Started with: $10,000.00
Total Invested: $10,000.00
Ended with: $15,691.28
Net Profit/Loss: +$5,691.28
Total Return: +56.91%
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