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

Momo Momentum's Analysis

2024-01-02 00:00:00+00 to 2026-05-07 16:55:00+00 • 19 trades executed

+6.78%
2 Years Return
$10,801.66
Current Value
61%
Win Rate
$10,116.22
Period Start
Login to Apply
PHASE 0: RANGING
🔄 Transitioning
Signals generated 2026-05-07 12:59:23

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)
24.1 oversold
20d Trend
-14.4%
5d Trend
-4.7%
EMA20 Dist
-6.4%
ATR%
3.0%
Range Pos
29%
Bounce Ratio
0.0×
Green/Red 10d
1/9

Strategy Score Scored May 7, 2026

19
Lifetime
Confidence: 74%

Quality Components

Return-to-Risk
2.9/35
Total Return
7.9/25
Win Rate
8.7/15
Profit Factor
0.9/15
Consistency
5.3/10
Raw Quality 25.7/100
× Confidence 0.74 = 19.0

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 (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

Hybrid data: Historical backfill + Yahoo/Alpaca (live) - verifiable market data
Data Source
Yahoo + Alpaca
Candles Used
43,552
Timeframe
5-Minute Bars
Date Range
2024-05-07 → 2026-05-07
Trading Days
516 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
$10,116.22
Current Value
$10,801.66
Total P&L
$685.42
Max Drawdown
-9.7%
Sharpe Ratio
0.10

Trade Statistics

Total Trades
18
Winners / Losers
11 / 7
Best Trade
+7.98%
Worst Trade
-8.82%
Avg Trade Return
+0.45%
Avg Hold Time
18.3d

💰 Trading Cost Analysis (Alpaca Fees)

Asset Type
📈 Stock
Fee Rate
FREE
Total Volume
$407,193.99
Estimated Fees
$0.00
Gross P&L
$685.42
Net P&L (after fees)
$685.42
Gross Return
+6.78%
Net Return (after fees)
+6.78%

✅ 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

📈 ISRG 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: 516 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). Momo Momentum had $10,116.22 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 May 16, 2024 9:35am ET $400.23 25 $10,005.63 — — —
🔴 SELL Jun 5, 2024 9:35am ET $408.83 25 $10,220.75 $10,331.35 +$215.12
(+2.1%) 		⏰ 30 Day Max
20d held
2 🟢 BUY Jun 6, 2024 9:35am ET $406.49 25 $10,162.13 — — —
🔴 SELL Jun 26, 2024 9:35am ET $438.93 25 $10,973.25 $11,142.47 +$811.13
(+8.0%) 		⏰ 30 Day Max
20d held
3 🟢 BUY Jun 27, 2024 9:40am ET $443.70 25 $11,092.38 — — —
🔴 SELL Jul 17, 2024 9:40am ET $433.78 25 $10,844.50 $10,894.60 $-247.88
(-2.2%) 		⏰ 30 Day Max
20d held
4 🟢 BUY Jul 22, 2024 9:40am ET $464.97 23 $10,694.31 — — —
🔴 SELL Aug 12, 2024 9:30am ET $463.27 23 $10,655.10 $10,855.38 $-39.22
(-0.4%) 		⏰ 30 Day Max
21d held
5 🟢 BUY Aug 13, 2024 9:35am ET $467.74 23 $10,757.91 — — —
🔴 SELL Sep 3, 2024 9:30am ET $493.40 23 $11,348.20 $11,445.68 +$590.29
(+5.5%) 		⏰ 30 Day Max
21d held
6 🟢 BUY Sep 4, 2024 9:30am ET $479.74 23 $11,034.02 — — —
🔴 SELL Sep 24, 2024 9:30am ET $486.70 23 $11,194.10 $11,605.76 +$160.08
(+1.4%) 		⏰ 30 Day Max
20d held
7 🟢 BUY Oct 21, 2024 9:35am ET $520.64 22 $11,454.08 — — —
🔴 SELL Nov 11, 2024 9:30am ET $540.42 22 $11,889.24 $12,040.92 +$435.16
(+3.8%) 		⏰ 30 Day Max
21d held
8 🟢 BUY Nov 12, 2024 9:40am ET $537.32 22 $11,821.04 — — —
🔴 SELL Dec 2, 2024 9:40am ET $542.65 22 $11,938.30 $12,158.18 +$117.26
(+1.0%) 		⏰ 30 Day Max
20d held
9 🟢 BUY Dec 3, 2024 9:40am ET $534.11 22 $11,750.42 — — —
🔴 SELL Dec 23, 2024 9:40am ET $522.97 22 $11,505.23 $11,912.99 $-245.19
(-2.1%) 		⏰ 30 Day Max
20d held
10 🟢 BUY Jan 16, 2025 9:30am ET $578.69 20 $11,573.70 — — —
🔴 SELL Feb 5, 2025 9:30am ET $589.11 20 $11,782.10 $12,121.39 +$208.40
(+1.8%) 		⏰ 30 Day Max
20d held
11 🟢 BUY Feb 6, 2025 9:30am ET $590.98 20 $11,819.50 — — —
🔴 SELL Feb 26, 2025 9:30am ET $574.86 20 $11,497.26 $11,799.15 $-322.24
(-2.7%) 		⏰ 30 Day Max
20d held
12 🟢 BUY Apr 10, 2025 9:30am ET $497.48 23 $11,441.93 — — —
🔴 SELL Apr 30, 2025 9:30am ET $506.82 23 $11,656.86 $12,014.08 +$214.93
(+1.9%) 		⏰ 30 Day Max
20d held
13 🟢 BUY May 5, 2025 9:30am ET $523.81 22 $11,523.82 — — —
🔴 SELL May 27, 2025 9:30am ET $549.98 22 $12,099.56 $12,589.82 +$575.74
(+5.0%) 		⏰ 30 Day Max
22d held
14 🟢 BUY May 28, 2025 9:40am ET $553.17 22 $12,169.63 — — —
🔴 SELL Jun 9, 2025 9:30am ET $504.40 22 $11,096.80 $11,516.99 $-1,072.83
(-8.8%) 		🛑 -10% Stop
12d held
15 🟢 BUY Oct 23, 2025 9:40am ET $535.98 21 $11,255.58 — — —
🔴 SELL Nov 12, 2025 9:30am ET $571.50 21 $12,001.40 $12,262.81 +$745.82
(+6.6%) 		⏰ 30 Day Max
20d held
16 🟢 BUY Nov 13, 2025 9:30am ET $566.48 21 $11,896.08 — — —
🔴 SELL Dec 3, 2025 9:30am ET $568.93 21 $11,947.53 $12,314.26 +$51.45
(+0.4%) 		⏰ 30 Day Max
20d held
17 🟢 BUY Jan 8, 2026 9:35am ET $587.10 20 $11,741.90 — — —
🔴 SELL Jan 14, 2026 9:55am ET $539.64 20 $10,792.80 $11,365.16 $-949.10
(-8.1%) 		🛑 -10% Stop
6d held
18 🟢 BUY Apr 22, 2026 9:45am ET $480.88 23 $11,060.24 — — —
🔴 SELL Apr 29, 2026 9:45am ET $456.38 23 $10,496.74 $10,801.66 $-563.50
(-5.1%) 		🛑 -10% Stop
7d held
Started with: $10,000.00
Total Invested: $10,000.00
Ended with: $10,801.66
Net Profit/Loss: +$801.66
Total Return: +8.02%
Back to Momo Momentum