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

Surge's Analysis

Last 6 Months: 2025-11-06 to present • 22 trades in period

+5.56%
Last 6 Months Return
$10,729.02
Current Value
55%
Win Rate
$10,163.71
Period Start
Login to Apply
PHASE 0: RANGING
Signals generated 2026-05-06 05:17:55

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)
47 neutral
20d Trend
-0.8%
5d Trend
-0.1%
EMA20 Dist
-0.5%
ATR%
1.0%
Range Pos
78%
Bounce Ratio
1.0×
Green/Red 10d
4/6
🌍 Geophysical Tilt: Storm regime: volume-spike & macro strategies historically +3% differential. Sentiment strategies struggle.

Strategy Score Scored May 5, 2026

17
Lifetime
Confidence: 75%

Quality Components

Return-to-Risk
2.9/35
Total Return
7.6/25
Win Rate
4.2/15
Profit Factor
1.1/15
Consistency
6.2/10
Raw Quality 22.0/100
× Confidence 0.75 = 16.5

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 6 Months)

Hybrid data: Historical backfill + Yahoo/Alpaca (live) - verifiable market data
Data Source
Yahoo + Alpaca
Candles in Period
13,705
Timeframe
5-Minute Bars
Period Range
2025-11-06 → 2026-05-05
Trading Days
136 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
$10,163.71
Current Value
$10,729.02
Period P&L
$565.31
Max Drawdown
-8.8%
Sharpe Ratio
0.31

Trade Statistics (Last 6 Months)

Trades in Period
22
Winners / Losers
12 / 10
Best Trade
+1.69%
Worst Trade
-1.01%
Avg Trade Return
+0.24%
Avg Hold Time
1.5d

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

Asset Type
📈 Stock
Fee Rate
FREE
Total Volume
$450,211.21
Estimated Fees
$0.00
Gross P&L
$565.31
Net P&L (after fees)
$565.31
Gross Return
+5.56%
Net Return (after fees)
+5.56%

✅ 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

📈 DIA 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: 136 trading days 🎯 Trade markers show BUY (▲) and SELL (▼) points

Trade History (Last 6 Months - 22 trades)

How to Read This Table

Each row is one complete trade cycle (BUY → HOLD → SELL). Surge had $10,163.71 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 5, 2025 12:30pm ET $474.19 21 $9,957.99 — — —
🔴 SELL Nov 6, 2025 10:00am ET $469.39 21 $9,857.19 $10,093.15 $-100.80
(-1.0%) 		🛑 -10% Stop
0m held
2 🟢 BUY Nov 11, 2025 11:45am ET $476.68 21 $10,010.31 — — —
🔴 SELL Nov 12, 2025 12:15pm ET $483.06 21 $10,144.26 $10,227.10 +$133.95
(+1.3%) 		END_OF_DAY
0m held
3 🟢 BUY Nov 14, 2025 11:25am ET $473.12 21 $9,935.52 — — —
🔴 SELL Nov 17, 2025 11:55am ET $471.82 21 $9,908.22 $10,199.80 $-27.30
(-0.3%) 		END_OF_DAY
0m held
4 🟢 BUY Nov 21, 2025 11:35am ET $461.74 22 $10,158.28 — — —
🔴 SELL Nov 24, 2025 12:05pm ET $464.30 22 $10,214.60 $10,256.12 +$56.32
(+0.6%) 		END_OF_DAY
0m held
5 🟢 BUY Nov 24, 2025 1:00pm ET $465.48 22 $10,240.56 — — —
🔴 SELL Nov 25, 2025 1:30pm ET $470.27 22 $10,345.96 $10,361.52 +$105.40
(+1.0%) 		END_OF_DAY
0m held
6 🟢 BUY Nov 25, 2025 1:35pm ET $470.09 22 $10,341.98 — — —
🔴 SELL Nov 26, 2025 2:05pm ET $475.03 22 $10,450.66 $10,470.20 +$108.68
(+1.1%) 		END_OF_DAY
0m held
7 🟢 BUY Nov 28, 2025 11:10am ET $477.38 21 $10,024.98 — — —
🔴 SELL Dec 1, 2025 2:35pm ET $474.19 21 $9,957.99 $10,403.21 $-66.99
(-0.7%) 		END_OF_DAY
0m held
8 🟢 BUY Dec 2, 2025 11:00am ET $476.44 21 $10,005.24 — — —
🔴 SELL Dec 3, 2025 11:30am ET $477.99 21 $10,037.70 $10,435.67 +$32.46
(+0.3%) 		END_OF_DAY
0m held
9 🟢 BUY Dec 3, 2025 11:35am ET $477.98 21 $10,037.58 — — —
🔴 SELL Dec 4, 2025 12:05pm ET $478.50 21 $10,048.50 $10,446.59 +$10.92
(+0.1%) 		END_OF_DAY
0m held
10 🟢 BUY Dec 10, 2025 2:05pm ET $479.68 21 $10,073.28 — — —
🔴 SELL Dec 11, 2025 2:35pm ET $487.79 21 $10,243.59 $10,616.90 +$170.31
(+1.7%) 		END_OF_DAY
0m held
11 🟢 BUY Dec 11, 2025 2:40pm ET $488.00 21 $10,247.90 — — —
🔴 SELL Dec 12, 2025 3:10pm ET $485.78 21 $10,201.38 $10,570.38 $-46.52
(-0.5%) 		END_OF_DAY
0m held
12 🟢 BUY Dec 24, 2025 12:00pm ET $487.13 21 $10,229.72 — — —
🔴 SELL Dec 26, 2025 3:25pm ET $486.61 21 $10,218.81 $10,559.47 $-10.91
(-0.1%) 		END_OF_DAY
0m held
13 🟢 BUY Jan 2, 2026 2:30pm ET $483.61 21 $10,155.81 — — —
🔴 SELL Jan 5, 2026 3:00pm ET $490.76 21 $10,305.96 $10,709.62 +$150.15
(+1.5%) 		END_OF_DAY
0m held
14 🟢 BUY Jan 6, 2026 11:55am ET $492.48 21 $10,342.08 — — —
🔴 SELL Jan 7, 2026 12:25pm ET $493.76 21 $10,368.96 $10,736.50 +$26.88
(+0.3%) 		END_OF_DAY
0m held
15 🟢 BUY Jan 8, 2026 11:25am ET $492.57 21 $10,343.97 — — —
🔴 SELL Jan 9, 2026 11:55am ET $495.25 21 $10,400.21 $10,792.74 +$56.24
(+0.5%) 		END_OF_DAY
0m held
16 🟢 BUY Jan 12, 2026 1:05pm ET $495.05 21 $10,396.05 — — —
🔴 SELL Jan 13, 2026 1:35pm ET $492.90 21 $10,350.90 $10,747.59 $-45.15
(-0.4%) 		END_OF_DAY
0m held
17 🟢 BUY Jan 15, 2026 11:25am ET $495.47 21 $10,404.87 — — —
🔴 SELL Jan 16, 2026 11:55am ET $493.88 21 $10,371.48 $10,714.20 $-33.39
(-0.3%) 		END_OF_DAY
0m held
18 🟢 BUY Jan 21, 2026 10:30am ET $489.57 21 $10,280.97 — — —
🔴 SELL Jan 22, 2026 11:00am ET $494.54 21 $10,385.24 $10,818.46 +$104.26
(+1.0%) 		END_OF_DAY
0m held
19 🟢 BUY Jan 26, 2026 3:20pm ET $494.76 21 $10,389.96 — — —
🔴 SELL Jan 27, 2026 10:00am ET $489.80 21 $10,285.82 $10,714.32 $-104.14
(-1.0%) 		🛑 -10% Stop
0m held
20 🟢 BUY Feb 2, 2026 11:05am ET $493.47 21 $10,362.87 — — —
🔴 SELL Feb 3, 2026 11:35am ET $493.32 21 $10,359.72 $10,711.17 $-3.15
(-0.0%) 		END_OF_DAY
0m held
21 🟢 BUY Feb 6, 2026 11:00am ET $498.15 21 $10,461.15 — — —
🔴 SELL Feb 9, 2026 11:30am ET $501.02 21 $10,521.42 $10,771.44 +$60.27
(+0.6%) 		END_OF_DAY
0m held
22 🟢 BUY Feb 13, 2026 11:50am ET $497.00 21 $10,437.00 — — —
🔴 SELL Feb 13, 2026 3:55pm ET $494.98 21 $10,394.58 $10,729.02 $-42.42
(-0.4%) 		📅 Sim Ended
0m held
Started with: $10,000.00
Total Invested: $10,000.00
Ended with: $10,729.02
Net Profit/Loss: +$729.02
Total Return: +7.29%
Back to Surge