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

Surge's Analysis

Last 6 Months: 2025-11-06 to present • 19 trades in period

-0.78%
Last 6 Months Return
$9,085.25
Current Value
47%
Win Rate
$9,156.64
Period Start
Login to Apply
PHASE 0: RANGING
Signals generated 2026-05-06 08:51:29

No strong directional signal. Monitor for regime shift.

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)
65.5 neutral
20d Trend
+1.8%
5d Trend
+4.8%
EMA20 Dist
+2.7%
ATR%
1.4%
Range Pos
72%
Bounce Ratio
1.2×
Green/Red 10d
8/2
🌍 Geophysical Tilt: Storm regime: volume-spike & macro strategies historically +3% differential. Sentiment strategies struggle.

Strategy Score Scored May 5, 2026

4
Lifetime
Confidence: 73%

Quality Components

Return-to-Risk
0.0/35
Total Return
0.0/25
Win Rate
2.1/15
Profit Factor
0.0/15
Consistency
3.9/10
Raw Quality 5.9/100
× Confidence 0.73 = 4.3

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 (73%) 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 6 Months)

Hybrid data: Historical backfill + Yahoo/Alpaca (live) - verifiable market data
Data Source
Yahoo + Alpaca
Candles in Period
13,512
Timeframe
5-Minute Bars
Period Range
2025-11-06 → 2026-05-05
Trading Days
138 days
Data Gaps
None (6 market holidays)

Market Closed (6 days)

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, 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 6 Months)

Period Start Capital
$9,156.64
Current Value
$9,085.25
Period P&L
$-71.39
Max Drawdown
-27.1%
Sharpe Ratio
-0.03

Trade Statistics (Last 6 Months)

Trades in Period
19
Winners / Losers
9 / 10
Best Trade
+2.53%
Worst Trade
-1.39%
Avg Trade Return
-0.04%
Avg Hold Time
1.7d

💰 Trading Cost Analysis (Alpaca Fees) (Last 6 Months)

Asset Type
📈 Stock
Fee Rate
FREE
Total Volume
$335,765.68
Estimated Fees
$0.00
Gross P&L
$-71.39
Net P&L (after fees)
$-71.39
Gross Return
-0.78%
Net Return (after fees)
-0.78%

✅ 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

📈 BRK-B 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: 138 trading days 🎯 Trade markers show BUY (▲) and SELL (▼) points

Trade History (Last 6 Months - 19 trades)

How to Read This Table

Each row is one complete trade cycle (BUY → HOLD → SELL). Surge had $9,156.64 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 Nov 7, 2025 11:10am ET $499.81 18 $8,996.49 — — —
🔴 SELL Nov 10, 2025 11:40am ET $500.75 18 $9,013.50 $9,173.65 +$17.01
(+0.2%) 		END_OF_DAY
0m held
2 🟢 BUY Nov 10, 2025 11:45am ET $500.47 18 $9,008.46 — — —
🔴 SELL Nov 11, 2025 10:00am ET $495.13 18 $8,912.25 $9,077.44 $-96.21
(-1.1%) 		🛑 -10% Stop
0m held
3 🟢 BUY Nov 12, 2025 3:20pm ET $504.33 17 $8,573.55 — — —
🔴 SELL Nov 13, 2025 3:50pm ET $512.30 17 $8,709.10 $9,212.99 +$135.55
(+1.6%) 		END_OF_DAY
0m held
4 🟢 BUY Nov 13, 2025 3:55pm ET $513.19 17 $8,724.23 — — —
🔴 SELL Nov 14, 2025 10:35am ET $507.74 17 $8,631.58 $9,120.34 $-92.65
(-1.1%) 		🛑 -10% Stop
0m held
5 🟢 BUY Nov 24, 2025 3:50pm ET $507.68 17 $8,630.56 — — —
🔴 SELL Nov 26, 2025 10:20am ET $509.97 17 $8,669.49 $9,159.27 +$38.93
(+0.5%) 		END_OF_DAY
0m held
6 🟢 BUY Nov 26, 2025 11:55am ET $511.97 17 $8,703.41 — — —
🔴 SELL Nov 28, 2025 12:25pm ET $515.10 17 $8,756.62 $9,212.48 +$53.21
(+0.6%) 		END_OF_DAY
0m held
7 🟢 BUY Dec 5, 2025 1:50pm ET $505.61 18 $9,100.89 — — —
🔴 SELL Dec 8, 2025 10:00am ET $498.56 18 $8,974.08 $9,085.67 $-126.81
(-1.4%) 		🛑 -10% Stop
0m held
8 🟢 BUY Dec 11, 2025 12:50pm ET $497.57 18 $8,956.26 — — —
🔴 SELL Dec 12, 2025 1:20pm ET $496.27 18 $8,932.86 $9,062.27 $-23.40
(-0.3%) 		END_OF_DAY
0m held
9 🟢 BUY Dec 12, 2025 3:50pm ET $499.49 18 $8,990.82 — — —
🔴 SELL Dec 16, 2025 10:20am ET $502.54 18 $9,045.72 $9,117.17 +$54.90
(+0.6%) 		END_OF_DAY
0m held
10 🟢 BUY Dec 17, 2025 12:50pm ET $503.41 18 $9,061.29 — — —
🔴 SELL Dec 18, 2025 1:20pm ET $503.49 18 $9,062.82 $9,118.70 +$1.53
(+0.0%) 		END_OF_DAY
0m held
11 🟢 BUY Jan 6, 2026 2:05pm ET $500.05 18 $9,000.90 — — —
🔴 SELL Jan 7, 2026 10:20am ET $494.58 18 $8,902.44 $9,020.24 $-98.46
(-1.1%) 		🛑 -10% Stop
0m held
12 🟢 BUY Jan 8, 2026 11:00am ET $502.44 17 $8,541.48 — — —
🔴 SELL Jan 9, 2026 10:40am ET $497.19 17 $8,452.23 $8,930.99 $-89.25
(-1.0%) 		🛑 -10% Stop
0m held
13 🟢 BUY Jan 16, 2026 12:20pm ET $494.88 18 $8,907.88 — — —
🔴 SELL Jan 20, 2026 10:00am ET $488.11 18 $8,785.98 $8,809.09 $-121.90
(-1.4%) 		🛑 -10% Stop
0m held
14 🟢 BUY Jan 26, 2026 1:30pm ET $483.37 18 $8,700.66 — — —
🔴 SELL Jan 27, 2026 10:15am ET $478.00 18 $8,604.00 $8,712.43 $-96.66
(-1.1%) 		🛑 -10% Stop
0m held
15 🟢 BUY Jan 28, 2026 11:40am ET $476.75 18 $8,581.50 — — —
🔴 SELL Jan 29, 2026 12:10pm ET $475.95 18 $8,567.10 $8,698.03 $-14.40
(-0.2%) 		END_OF_DAY
0m held
16 🟢 BUY Jan 30, 2026 2:30pm ET $480.39 18 $8,647.02 — — —
🔴 SELL Feb 2, 2026 3:00pm ET $487.13 18 $8,768.34 $8,819.35 +$121.32
(+1.4%) 		END_OF_DAY
0m held
17 🟢 BUY Feb 2, 2026 3:05pm ET $487.13 18 $8,768.25 — — —
🔴 SELL Feb 3, 2026 3:35pm ET $495.28 18 $8,915.04 $8,966.14 +$146.79
(+1.7%) 		END_OF_DAY
0m held
18 🟢 BUY Feb 3, 2026 3:40pm ET $494.43 18 $8,899.74 — — —
🔴 SELL Feb 4, 2026 10:55am ET $506.92 18 $9,124.56 $9,190.96 +$224.82
(+2.5%) 		🎯 +5% Target
0m held
19 🟢 BUY Feb 4, 2026 11:00am ET $506.95 18 $9,125.15 — — —
🔴 SELL Feb 5, 2026 10:00am ET $501.08 18 $9,019.44 $9,085.25 $-105.71
(-1.2%) 		🛑 -10% Stop
0m held
Started with: $10,000.00
Total Invested: $10,000.00
Ended with: $9,085.25
Net Profit/Loss: $-914.75
Total Return: -9.15%
Back to Surge