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

Surge's Analysis

Last 6 Months: 2025-11-06 to present • 18 trades in period

+2.10%
Last 6 Months Return
$13,119.35
Current Value
50%
Win Rate
$12,849.71
Period Start
Login to Apply
PHASE 0: RANGING
🔄 Transitioning
Signals generated 2026-05-06 09:47:09

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)
24.1 oversold
20d Trend
-14.4%
5d Trend
-4.7%
EMA20 Dist
-6.4%
ATR%
3.0%
Range Pos
29%
Bounce Ratio
0.0×
Green/Red 10d
1/9
🌍 Geophysical Tilt: Storm regime: volume-spike & macro strategies historically +3% differential. Sentiment strategies struggle.

Strategy Score Scored May 6, 2026

22
Lifetime
Confidence: 75%

Quality Components

Return-to-Risk
6.5/35
Total Return
12.5/25
Win Rate
3.0/15
Profit Factor
2.5/15
Consistency
4.8/10
Raw Quality 29.3/100
× Confidence 0.75 = 21.9

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
10,647
Timeframe
5-Minute Bars
Period Range
2025-11-06 → 2026-05-06
Trading Days
134 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
$12,849.71
Current Value
$13,119.35
Period P&L
$269.64
Max Drawdown
-16.9%
Sharpe Ratio
0.08

Trade Statistics (Last 6 Months)

Trades in Period
18
Winners / Losers
9 / 9
Best Trade
+3.40%
Worst Trade
-5.16%
Avg Trade Return
+0.15%
Avg Hold Time
2.5d

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

Asset Type
📈 Stock
Fee Rate
FREE
Total Volume
$476,520.30
Estimated Fees
$0.00
Gross P&L
$269.64
Net P&L (after fees)
$269.64
Gross Return
+2.10%
Net Return (after fees)
+2.10%

✅ 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

📈 ISRG 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: 134 trading days 🎯 Trade markers show BUY (▲) and SELL (▼) points

Trade History (Last 6 Months - 18 trades)

How to Read This Table

Each row is one complete trade cycle (BUY → HOLD → SELL). Surge had $12,849.71 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 12:05pm ET $541.87 23 $12,463.01 — — —
🔴 SELL Nov 6, 2025 12:35pm ET $542.71 23 $12,482.33 $12,843.50 +$19.32
(+0.2%) 		END_OF_DAY
0m held
2 🟢 BUY Nov 7, 2025 10:10am ET $547.45 23 $12,591.24 — — —
🔴 SELL Nov 7, 2025 2:15pm ET $561.68 23 $12,918.64 $13,170.90 +$327.40
(+2.6%) 		🎯 +5% Target
0m held
3 🟢 BUY Nov 10, 2025 3:45pm ET $576.07 22 $12,673.43 — — —
🔴 SELL Nov 12, 2025 10:15am ET $573.40 22 $12,614.80 $13,112.27 $-58.63
(-0.5%) 		END_OF_DAY
0m held
4 🟢 BUY Nov 17, 2025 11:30am ET $553.02 23 $12,719.46 — — —
🔴 SELL Nov 17, 2025 2:00pm ET $547.00 23 $12,581.01 $12,973.82 $-138.45
(-1.1%) 		🛑 -10% Stop
0m held
5 🟢 BUY Nov 19, 2025 10:30am ET $557.99 23 $12,833.66 — — —
🔴 SELL Nov 20, 2025 10:00am ET $571.98 23 $13,155.65 $13,295.82 +$322.00
(+2.5%) 		🎯 +5% Target
0m held
6 🟢 BUY Nov 21, 2025 11:50am ET $559.56 23 $12,869.88 — — —
🔴 SELL Nov 24, 2025 12:20pm ET $568.13 23 $13,066.99 $13,492.93 +$197.11
(+1.5%) 		END_OF_DAY
0m held
7 🟢 BUY Nov 24, 2025 12:25pm ET $568.84 23 $13,083.21 — — —
🔴 SELL Nov 25, 2025 10:00am ET $562.76 23 $12,943.48 $13,353.20 $-139.73
(-1.1%) 		🛑 -10% Stop
0m held
8 🟢 BUY Nov 25, 2025 10:15am ET $569.66 23 $13,102.18 — — —
🔴 SELL Nov 26, 2025 10:45am ET $576.42 23 $13,257.55 $13,508.57 +$155.37
(+1.2%) 		END_OF_DAY
0m held
9 🟢 BUY Dec 19, 2025 1:10pm ET $572.83 23 $13,175.09 — — —
🔴 SELL Dec 22, 2025 1:40pm ET $581.59 23 $13,376.57 $13,710.05 +$201.48
(+1.5%) 		END_OF_DAY
0m held
10 🟢 BUY Dec 22, 2025 1:45pm ET $581.32 23 $13,370.25 — — —
🔴 SELL Dec 23, 2025 10:00am ET $574.46 23 $13,212.47 $13,552.27 $-157.78
(-1.2%) 		🛑 -10% Stop
0m held
11 🟢 BUY Jan 5, 2026 11:20am ET $566.83 23 $13,037.09 — — —
🔴 SELL Jan 6, 2026 10:00am ET $586.12 23 $13,480.65 $13,995.82 +$443.55
(+3.4%) 		🎯 +5% Target
0m held
12 🟢 BUY Jan 6, 2026 10:10am ET $586.00 23 $13,477.89 — — —
🔴 SELL Jan 7, 2026 10:40am ET $599.47 23 $13,787.81 $14,305.75 +$309.93
(+2.3%) 		END_OF_DAY
0m held
13 🟢 BUY Jan 7, 2026 11:25am ET $601.97 23 $13,845.31 — — —
🔴 SELL Jan 7, 2026 1:30pm ET $595.58 23 $13,698.23 $14,158.66 $-147.09
(-1.1%) 		🛑 -10% Stop
0m held
14 🟢 BUY Jan 22, 2026 11:20am ET $531.26 26 $13,812.76 — — —
🔴 SELL Jan 22, 2026 2:55pm ET $525.41 26 $13,660.77 $14,006.67 $-151.99
(-1.1%) 		🛑 -10% Stop
0m held
15 🟢 BUY Jan 26, 2026 11:20am ET $531.35 26 $13,815.10 — — —
🔴 SELL Jan 27, 2026 11:25am ET $525.81 26 $13,671.06 $13,862.63 $-144.04
(-1.0%) 		🛑 -10% Stop
0m held
16 🟢 BUY Feb 9, 2026 10:55am ET $492.66 28 $13,794.48 — — —
🔴 SELL Feb 10, 2026 11:25am ET $496.40 28 $13,899.20 $13,967.35 +$104.72
(+0.8%) 		END_OF_DAY
0m held
17 🟢 BUY Feb 13, 2026 11:25am ET $493.53 28 $13,818.84 — — —
🔴 SELL Feb 13, 2026 2:55pm ET $488.35 28 $13,673.80 $13,822.31 $-145.04
(-1.1%) 		🛑 -10% Stop
0m held
18 🟢 BUY Apr 8, 2026 9:30am ET $469.99 29 $13,629.71 — — —
🔴 SELL May 5, 2026 1:00pm ET $445.75 29 $12,926.75 $13,119.35 $-702.96
(-5.2%) 		🛑 -10% Stop
27.1d held
Started with: $10,000.00
Total Invested: $10,000.00
Ended with: $13,119.35
Net Profit/Loss: +$3,119.35
Total Return: +31.19%
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