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: 2026-02-07 to present • 1 trades in period

-5.40%
Last 3 Months Return
$12,247.02
Current Value
0%
Win Rate
$12,945.52
Period Start
Login to Apply
PHASE 0: RANGING
🔄 Transitioning
Signals generated 2026-05-07 12:59:20

No strong directional signal. Monitor for regime shift.

Fear & Greed
47
Neutral
VIX
17.4
NORMAL
10Y Yield
4.45%
ELEVATED
Yield Curve
+0.49%
NORMAL
HY Spread
2.77
CALM
🌍 Kp Index
🟢 0.5
Quiet
⛈️ 4 storm days in 7d
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

Strategy Score Scored May 7, 2026

25
Lifetime
Confidence: 74%

Quality Components

Return-to-Risk
6.6/35
Total Return
11.4/25
Win Rate
8.4/15
Profit Factor
1.4/15
Consistency
6.0/10
Raw Quality 33.8/100
× Confidence 0.74 = 25.1

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 (74%) 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
4,800
Timeframe
5-Minute Bars
Period Range
2026-02-09 → 2026-05-07
Trading Days
62 days
Data Gaps
None (2 market holidays)

Market Closed (2 days)

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 3 Months)

Period Start Capital
$12,945.52
Current Value
$12,247.02
Period P&L
$-698.49
Max Drawdown
-12.0%
Sharpe Ratio
—

Trade Statistics (Last 3 Months)

Trades in Period
1
Winners / Losers
0 / 1
Best Trade
-5.47%
Worst Trade
-5.47%
Avg Trade Return
-5.47%
Avg Hold Time
57.9d

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

Asset Type
📈 Stock
Fee Rate
FREE
Total Volume
$24,833.79
Estimated Fees
$0.00
Gross P&L
$-698.49
Net P&L (after fees)
$-698.49
Gross Return
-5.40%
Net Return (after fees)
-5.40%

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

Trade History (Last 3 Months - 1 trades)

How to Read This Table

Each row is one complete trade cycle (BUY → HOLD → SELL). Momo Momentum had $12,945.52 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
Started with: $10,000.00
Total Invested: $10,000.00
Ended with: $12,247.02
Net Profit/Loss: +$2,247.02
Total Return: +22.47%
Back to Momo Momentum