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

Momo Momentum's Analysis

2024-01-02 00:00:00+00 to 2026-05-06 19:55:00+00 • 15 trades executed

+4.57%
2 Years Return
$10,199.12
Current Value
69%
Win Rate
$9,753.55
Period Start
Login to Apply
PHASE 0: RANGING
🔄 Transitioning
Signals generated 2026-05-07 09:14:30

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)
22.7 oversold
20d Trend
-16.1%
5d Trend
-8.1%
EMA20 Dist
-9.8%
ATR%
3.8%
Range Pos
2%
Bounce Ratio
0.3×
Green/Red 10d
2/8

Strategy Score Scored Mar 6, 2026

0
Lifetime
Confidence: 29%

Quality Components

Return-to-Risk
48.0/35
Total Return
45.6/25
Win Rate
63.4/15
Profit Factor
0.0/15
Consistency
36.6/10
Raw Quality 0.0/100
× Confidence 0.29 = 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 (29%) 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
78,154
Timeframe
5-Minute Bars
Date Range
2024-05-07 → 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
$9,753.55
Current Value
$10,199.12
Total P&L
$445.57
Max Drawdown
-11.1%
Sharpe Ratio
0.10

Trade Statistics

Total Trades
13
Winners / Losers
9 / 4
Best Trade
+5.56%
Worst Trade
-8.08%
Avg Trade Return
+0.45%
Avg Hold Time
19.8d

💰 Trading Cost Analysis (Alpaca Fees)

Asset Type
📈 Stock
Fee Rate
FREE
Total Volume
$262,274.29
Estimated Fees
$0.00
Gross P&L
$445.57
Net P&L (after fees)
$445.57
Gross Return
+4.57%
Net Return (after fees)
+4.57%

✅ 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

📈 MSFT 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). Momo Momentum had $9,753.55 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 17, 2024 9:30am ET $419.94 23 $9,658.62 — — —
🔴 SELL Jun 6, 2024 9:30am ET $424.39 23 $9,760.94 $9,855.87 +$102.32
(+1.1%) 		⏰ 30 Day Max
20d held
2 🟢 BUY Jun 17, 2024 9:35am ET $442.32 22 $9,730.93 — — —
🔴 SELL Jul 8, 2024 9:30am ET $465.29 22 $10,236.27 $10,361.21 +$505.34
(+5.2%) 		⏰ 30 Day Max
21d held
3 🟢 BUY Jul 9, 2024 9:30am ET $466.13 22 $10,254.86 — — —
🔴 SELL Jul 24, 2024 2:20pm ET $428.44 22 $9,425.76 $9,532.11 $-829.10
(-8.1%) 		🛑 -10% Stop
15.2d held
4 🟢 BUY Sep 3, 2024 9:30am ET $416.45 22 $9,161.90 — — —
🔴 SELL Sep 23, 2024 9:30am ET $431.39 22 $9,490.58 $9,860.79 +$328.68
(+3.6%) 		⏰ 30 Day Max
20d held
5 🟢 BUY Sep 26, 2024 9:30am ET $431.59 22 $9,494.98 — — —
🔴 SELL Oct 16, 2024 9:30am ET $414.89 22 $9,127.58 $9,493.39 $-367.40
(-3.9%) 		⏰ 30 Day Max
20d held
6 🟢 BUY Dec 3, 2024 9:35am ET $429.53 22 $9,449.55 — — —
🔴 SELL Dec 23, 2024 9:35am ET $437.34 22 $9,621.48 $9,665.32 +$171.93
(+1.8%) 		⏰ 30 Day Max
20d held
7 🟢 BUY May 2, 2025 9:30am ET $431.25 22 $9,487.50 — — —
🔴 SELL May 22, 2025 9:30am ET $455.24 22 $10,015.28 $10,193.10 +$527.78
(+5.6%) 		⏰ 30 Day Max
20d held
8 🟢 BUY May 23, 2025 9:40am ET $450.79 22 $9,917.28 — — —
🔴 SELL Jun 12, 2025 9:40am ET $475.58 22 $10,462.76 $10,738.58 +$545.48
(+5.5%) 		⏰ 30 Day Max
20d held
9 🟢 BUY Jun 13, 2025 9:40am ET $478.02 22 $10,516.34 — — —
🔴 SELL Jul 3, 2025 9:40am ET $494.47 22 $10,878.23 $11,100.47 +$361.89
(+3.4%) 		⏰ 30 Day Max
20d held
10 🟢 BUY Jul 7, 2025 12:35pm ET $497.67 22 $10,948.74 — — —
🔴 SELL Jul 28, 2025 9:30am ET $514.39 22 $11,316.58 $11,468.31 +$367.84
(+3.4%) 		⏰ 30 Day Max
20.9d held
11 🟢 BUY Aug 1, 2025 9:30am ET $531.26 21 $11,156.46 — — —
🔴 SELL Aug 21, 2025 9:30am ET $504.27 21 $10,589.67 $10,901.52 $-566.79
(-5.1%) 		⏰ 30 Day Max
20d held
12 🟢 BUY Oct 7, 2025 9:30am ET $527.37 20 $10,547.40 — — —
🔴 SELL Oct 27, 2025 9:30am ET $530.73 20 $10,614.60 $10,968.72 +$67.20
(+0.6%) 		⏰ 30 Day Max
20d held
13 🟢 BUY Oct 30, 2025 9:35am ET $529.49 20 $10,589.80 — — —
🔴 SELL Nov 19, 2025 9:30am ET $491.01 20 $9,820.20 $10,199.12 $-769.60
(-7.3%) 		⏰ 30 Day Max
20d held
Started with: $10,000.00
Total Invested: $10,000.00
Ended with: $10,199.12
Net Profit/Loss: +$199.12
Total Return: +1.99%
Back to Momo Momentum