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 6 Months: 2025-11-07 to present • 4 trades in period

-17.23%
Last 6 Months Return
$12,247.02
Current Value
25%
Win Rate
$14,797.26
Period Start
Login to Apply
PHASE 0: RANGING
🔄 Transitioning
Signals generated 2026-05-07 12:59:16

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 6 Months)

Hybrid data: Historical backfill + Yahoo/Alpaca (live) - verifiable market data
Data Source
Yahoo + Alpaca
Candles in Period
12,101
Timeframe
5-Minute Bars
Period Range
2025-11-07 → 2026-05-07
Trading Days
137 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
$14,797.26
Current Value
$12,247.02
Period P&L
$-2,550.24
Max Drawdown
-12.0%
Sharpe Ratio
-1.41

Trade Statistics (Last 6 Months)

Trades in Period
4
Winners / Losers
1 / 3
Best Trade
+0.66%
Worst Trade
-8.05%
Avg Trade Return
-4.47%
Avg Hold Time
24.8d

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

Asset Type
📈 Stock
Fee Rate
FREE
Total Volume
$107,861.45
Estimated Fees
$0.00
Gross P&L
$-2,550.24
Net P&L (after fees)
$-2,550.24
Gross Return
-17.23%
Net Return (after fees)
-17.23%

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

Trade History (Last 6 Months - 4 trades)

How to Read This Table

Each row is one complete trade cycle (BUY → HOLD → SELL). Momo Momentum had $14,797.26 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 Oct 29, 2025 9:45am ET $311.40 47 $14,635.80 — — —
🔴 SELL Nov 18, 2025 9:30am ET $295.76 47 $13,900.49 $13,975.47 $-735.31
(-5.0%) 		⏰ 30 Day Max
20d held
2 🟢 BUY Dec 18, 2025 9:30am ET $300.67 46 $13,830.91 — — —
🔴 SELL Jan 7, 2026 9:30am ET $302.66 46 $13,922.36 $14,066.91 +$91.45
(+0.7%) 		⏰ 30 Day Max
20d held
3 🟢 BUY Feb 2, 2026 9:35am ET $309.55 45 $13,929.75 — — —
🔴 SELL Feb 3, 2026 12:40pm ET $284.63 45 $12,808.35 $12,945.51 $-1,121.40
(-8.1%) 		🛑 -10% Stop
1.1d held
4 🟢 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%
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