Compendium › Penelope Swing › UNH
Simulated with $10,000 starting capital
Period: 1M 3M 6M YTD 1Y 2Y
UNH
Alpaca Tradeable

Penelope Swing's Analysis

Last Year: 2025-02-14 to present • 4 trades in period

-7.83%
Last Year Return
$9,501.24
Current Value
25%
Win Rate
$10,308.10
Period Start

Data Transparency (Last Year)

Hybrid data: Polygon.io (historical) + Yahoo/Alpaca (live) - verifiable market data
Data Source
Polygon + Yahoo + Alpaca
Candles in Period
38,468
Timeframe
5-Minute Bars
Period Range
2025-02-14 → 2026-02-13
Trading Days
269 days
Data Gaps
None (10 market holidays)

Market Closed (10 days)

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
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 Year)

Period Start Capital
$10,308.10
Current Value
$9,501.24
Period P&L
$-806.86
Max Drawdown
-8.3%
Sharpe Ratio
-0.79

Trade Statistics (Last Year)

Trades in Period
4
Winners / Losers
1 / 3
Best Trade
+1.43%
Worst Trade
-5.42%
Avg Trade Return
-2.02%
Avg Hold Time
1.8h

💰 Trading Cost Analysis (Alpaca Fees) (Last Year)

Asset Type
📈 Stock
Fee Rate
FREE
Total Volume
$76,366.99
Estimated Fees
$0.00
Gross P&L
$-806.86
Net P&L (after fees)
$-806.86
Gross Return
-7.83%
Net Return (after fees)
-7.83%

✅ 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

📈 UNH 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: 269 trading days 🎯 Trade markers show BUY (▲) and SELL (▼) points

Trade History (Last Year - 4 trades)

How to Read This Table

Each row is one complete trade cycle (BUY → HOLD → SELL). Penelope Swing had $10,308.10 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 Apr 17, 2025 9:30am ET $482.16 21 $10,125.26 — — —
🔴 SELL Apr 17, 2025 10:45am ET $456.04 21 $9,576.74 $9,759.58 $-548.52
(-5.4%) 		🛑 -10% Stop
1.3h held
2 🟢 BUY May 13, 2025 9:30am ET $330.32 29 $9,579.28 — — —
🔴 SELL May 13, 2025 12:00pm ET $319.80 29 $9,274.20 $9,454.50 $-305.08
(-3.2%) 		RESISTANCE
2.5h held
3 🟢 BUY May 15, 2025 9:35am ET $259.42 36 $9,339.12 — — —
🔴 SELL May 15, 2025 11:15am ET $263.12 36 $9,472.32 $9,587.70 +$133.20
(+1.4%) 		RESISTANCE
1.7h held
4 🟢 BUY Jan 27, 2026 9:30am ET $289.19 33 $9,543.27 — — —
🔴 SELL Jan 27, 2026 11:10am ET $286.57 33 $9,456.81 $9,501.24 $-86.46
(-0.9%) 		RESISTANCE
1.7h held
Started with: $10,000.00
Total Invested: $10,000.00
Ended with: $9,501.24
Net Profit/Loss: $-498.76
Total Return: -4.99%
Back to Penelope Swing