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

Surge's Analysis

Last 3 Months: 2026-02-06 to present • 4 trades in period

+3.38%
Last 3 Months Return
$15,817.66
Current Value
75%
Win Rate
$15,300.14
Period Start
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PHASE 5: BULL TREND
Signals generated 2026-05-06 10:05:07

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)
74 overbought
20d Trend
+6.1%
5d Trend
+7.2%
EMA20 Dist
+5.3%
ATR%
1.8%
Range Pos
94%
Bounce Ratio
3.3×
Green/Red 10d
6/4
🌍 Geophysical Tilt: Storm regime: volume-spike & macro strategies historically +3% differential. Sentiment strategies struggle.

Strategy Score Scored May 6, 2026

48
Lifetime
Confidence: 75%

Quality Components

Return-to-Risk
32.0/35
Total Return
14.7/25
Win Rate
5.4/15
Profit Factor
5.3/15
Consistency
6.9/10
Raw Quality 64.3/100
× Confidence 0.75 = 48.1

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 (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
4,858
Timeframe
5-Minute Bars
Period Range
2026-02-06 → 2026-05-06
Trading Days
62 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
$15,300.14
Current Value
$15,817.66
Period P&L
$517.52
Max Drawdown
-6.4%
Sharpe Ratio
0.83

Trade Statistics (Last 3 Months)

Trades in Period
4
Winners / Losers
3 / 1
Best Trade
+2.50%
Worst Trade
-0.15%
Avg Trade Return
+0.84%
Avg Hold Time
1.3d

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

Asset Type
📈 Stock
Fee Rate
FREE
Total Volume
$124,657.32
Estimated Fees
$0.00
Gross P&L
$517.52
Net P&L (after fees)
$517.52
Gross Return
+3.38%
Net Return (after fees)
+3.38%

✅ 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

📈 WMT 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: 62 trading days 🎯 Trade markers show BUY (▲) and SELL (▼) points

Trade History (Last 3 Months - 4 trades)

How to Read This Table

Each row is one complete trade cycle (BUY → HOLD → SELL). Surge had $15,300.14 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 6, 2026 11:05am ET $129.45 118 $15,275.10 — — —
🔴 SELL Feb 9, 2026 11:35am ET $129.68 118 $15,302.24 $15,327.28 +$27.14
(+0.2%) 		END_OF_DAY
0m held
2 🟢 BUY Feb 11, 2026 11:50am ET $128.75 119 $15,321.25 — — —
🔴 SELL Feb 12, 2026 10:10am ET $131.97 119 $15,704.42 $15,710.45 +$383.17
(+2.5%) 		🎯 +5% Target
0m held
3 🟢 BUY Feb 12, 2026 10:30am ET $132.74 118 $15,663.32 — — —
🔴 SELL Feb 13, 2026 11:00am ET $133.85 118 $15,794.73 $15,841.85 +$131.40
(+0.8%) 		END_OF_DAY
0m held
4 🟢 BUY Feb 13, 2026 11:05am ET $133.99 118 $15,810.23 — — —
🔴 SELL Feb 13, 2026 3:55pm ET $133.78 118 $15,786.04 $15,817.66 $-24.19
(-0.1%) 		📅 Sim Ended
0m held
Started with: $10,000.00
Total Invested: $10,000.00
Ended with: $15,817.66
Net Profit/Loss: +$5,817.66
Total Return: +58.18%
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