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

Surge's Analysis

Last 3 Months: 2026-02-06 to present • 3 trades in period

-1.35%
Last 3 Months Return
$11,903.96
Current Value
33%
Win Rate
$12,066.52
Period Start
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PHASE 5: BULL TREND
Signals generated 2026-05-06 05:18:19

Trend-following and momentum strategies active. Ride winners.

Fear & Greed
46
Fear
VIX
17.0
NORMAL
10Y Yield
4.45%
ELEVATED
Yield Curve
+0.51%
STEEP
HY Spread
2.77
CALM
🌍 Kp Index
🔴 1.7
Storm
⛈️ 4 storm days in 7d
RSI(14)
73.4 overbought
20d Trend
+6.7%
5d Trend
+8.2%
EMA20 Dist
+6.2%
ATR%
2.1%
Range Pos
94%
Bounce Ratio
1.9×
Green/Red 10d
7/3
🌍 Geophysical Tilt: Storm regime: volume-spike & macro strategies historically +3% differential. Sentiment strategies struggle.

Strategy Score Scored May 5, 2026

19
Lifetime
Confidence: 75%

Quality Components

Return-to-Risk
5.5/35
Total Return
10.8/25
Win Rate
2.1/15
Profit Factor
1.4/15
Consistency
5.8/10
Raw Quality 25.6/100
× Confidence 0.75 = 19.2

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 (75%) 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
4,796
Timeframe
5-Minute Bars
Period Range
2026-02-06 → 2026-05-05
Trading Days
61 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
$12,066.52
Current Value
$11,903.96
Period P&L
$-162.56
Max Drawdown
-12.1%
Sharpe Ratio
-0.55

Trade Statistics (Last 3 Months)

Trades in Period
3
Winners / Losers
1 / 2
Best Trade
+0.70%
Worst Trade
-1.03%
Avg Trade Return
-0.45%
Avg Hold Time
9.6h

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

Asset Type
📈 Stock
Fee Rate
FREE
Total Volume
$71,697.45
Estimated Fees
$0.00
Gross P&L
$-162.56
Net P&L (after fees)
$-162.56
Gross Return
-1.35%
Net Return (after fees)
-1.35%

✅ 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

📈 BMY 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: 61 trading days 🎯 Trade markers show BUY (▲) and SELL (▼) points

Trade History (Last 3 Months - 3 trades)

How to Read This Table

Each row is one complete trade cycle (BUY → HOLD → SELL). Surge had $12,066.52 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 11, 2026 11:25am ET $60.83 198 $12,045.33 — — —
🔴 SELL Feb 11, 2026 2:20pm ET $60.22 198 $11,922.57 $11,943.76 $-122.76
(-1.0%) 		🛑 -10% Stop
0m held
2 🟢 BUY Feb 12, 2026 10:25am ET $60.33 197 $11,884.42 — — —
🔴 SELL Feb 13, 2026 10:55am ET $60.75 197 $11,967.75 $12,027.09 +$83.33
(+0.7%) 		END_OF_DAY
0m held
3 🟢 BUY Feb 13, 2026 11:00am ET $60.92 197 $12,000.26 — — —
🔴 SELL Feb 13, 2026 12:20pm ET $60.29 197 $11,877.13 $11,903.96 $-123.13
(-1.0%) 		🛑 -10% Stop
0m held
Started with: $10,000.00
Total Invested: $10,000.00
Ended with: $11,903.96
Net Profit/Loss: +$1,903.96
Total Return: +19.04%
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