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

Surge's Analysis

Last 6 Months: 2025-11-06 to present • 27 trades in period

+16.07%
Last 6 Months Return
$13,136.50
Current Value
70%
Win Rate
$11,317.50
Period Start
Login to Apply
PHASE 0: RANGING
Signals generated 2026-05-06 07:50:49

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)
41.2 neutral
20d Trend
-2.2%
5d Trend
-1.3%
EMA20 Dist
-1.9%
ATR%
1.8%
Range Pos
63%
Bounce Ratio
0.9×
Green/Red 10d
5/5
🌍 Geophysical Tilt: Storm regime: volume-spike & macro strategies historically +3% differential. Sentiment strategies struggle.

Strategy Score Scored May 6, 2026

23
Lifetime
Confidence: 75%

Quality Components

Return-to-Risk
6.5/35
Total Return
12.5/25
Win Rate
4.7/15
Profit Factor
2.5/15
Consistency
4.6/10
Raw Quality 30.8/100
× Confidence 0.75 = 23.1

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 6 Months)

Hybrid data: Historical backfill + Yahoo/Alpaca (live) - verifiable market data
Data Source
Yahoo + Alpaca
Candles in Period
16,297
Timeframe
5-Minute Bars
Period Range
2025-11-06 → 2026-05-05
Trading Days
137 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
$11,317.50
Current Value
$13,136.50
Period P&L
$1,819.00
Max Drawdown
-16.9%
Sharpe Ratio
0.54

Trade Statistics (Last 6 Months)

Trades in Period
27
Winners / Losers
19 / 8
Best Trade
+2.52%
Worst Trade
-1.21%
Avg Trade Return
+0.57%
Avg Hold Time
1.7d

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

Asset Type
📈 Stock
Fee Rate
FREE
Total Volume
$652,946.98
Estimated Fees
$0.00
Gross P&L
$1,819.00
Net P&L (after fees)
$1,819.00
Gross Return
+16.07%
Net Return (after fees)
+16.07%

✅ 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

📈 IWM 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: 137 trading days 🎯 Trade markers show BUY (▲) and SELL (▼) points

Trade History (Last 6 Months - 27 trades)

How to Read This Table

Each row is one complete trade cycle (BUY → HOLD → SELL). Surge had $11,317.50 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 11:45am ET $244.69 46 $11,255.51 — — —
🔴 SELL Nov 6, 2025 10:35am ET $241.75 46 $11,120.50 $11,180.88 $-135.01
(-1.2%) 		🛑 -10% Stop
0m held
2 🟢 BUY Nov 7, 2025 2:30pm ET $240.13 46 $11,045.98 — — —
🔴 SELL Nov 10, 2025 3:00pm ET $245.08 46 $11,273.68 $11,408.58 +$227.70
(+2.1%) 		END_OF_DAY
0m held
3 🟢 BUY Nov 14, 2025 10:50am ET $237.10 48 $11,380.80 — — —
🔴 SELL Nov 17, 2025 11:20am ET $235.73 48 $11,315.04 $11,342.82 $-65.76
(-0.6%) 		END_OF_DAY
0m held
4 🟢 BUY Nov 18, 2025 12:40pm ET $233.78 48 $11,221.67 — — —
🔴 SELL Nov 19, 2025 1:10pm ET $233.91 48 $11,227.68 $11,348.83 +$6.01
(+0.1%) 		END_OF_DAY
0m held
5 🟢 BUY Nov 21, 2025 11:20am ET $232.60 48 $11,164.80 — — —
🔴 SELL Nov 24, 2025 10:30am ET $238.45 48 $11,445.60 $11,629.63 +$280.80
(+2.5%) 		🎯 +5% Target
0m held
6 🟢 BUY Nov 24, 2025 11:00am ET $239.03 48 $11,473.44 — — —
🔴 SELL Nov 25, 2025 11:30am ET $243.62 48 $11,693.76 $11,849.95 +$220.32
(+1.9%) 		END_OF_DAY
0m held
7 🟢 BUY Nov 25, 2025 11:35am ET $243.67 48 $11,696.16 — — —
🔴 SELL Nov 26, 2025 12:05pm ET $247.04 48 $11,857.92 $12,011.71 +$161.76
(+1.4%) 		END_OF_DAY
0m held
8 🟢 BUY Nov 26, 2025 1:00pm ET $247.35 48 $11,872.80 — — —
🔴 SELL Dec 1, 2025 10:25am ET $246.09 48 $11,812.32 $11,951.23 $-60.48
(-0.5%) 		END_OF_DAY
0m held
9 🟢 BUY Dec 3, 2025 11:15am ET $248.00 48 $11,904.00 — — —
🔴 SELL Dec 4, 2025 11:45am ET $251.46 48 $12,070.08 $12,117.31 +$166.08
(+1.4%) 		END_OF_DAY
0m held
10 🟢 BUY Dec 4, 2025 11:50am ET $251.61 48 $12,077.28 — — —
🔴 SELL Dec 5, 2025 12:20pm ET $250.60 48 $12,028.80 $12,068.83 $-48.48
(-0.4%) 		END_OF_DAY
0m held
11 🟢 BUY Dec 9, 2025 11:15am ET $252.85 47 $11,883.95 — — —
🔴 SELL Dec 10, 2025 11:45am ET $252.24 47 $11,855.28 $12,040.16 $-28.67
(-0.2%) 		END_OF_DAY
0m held
12 🟢 BUY Dec 10, 2025 2:05pm ET $253.57 47 $11,917.79 — — —
🔴 SELL Dec 11, 2025 2:35pm ET $257.90 47 $12,121.48 $12,243.85 +$203.69
(+1.7%) 		END_OF_DAY
0m held
13 🟢 BUY Dec 11, 2025 2:40pm ET $257.89 47 $12,120.60 — — —
🔴 SELL Dec 12, 2025 11:00am ET $254.77 47 $11,974.19 $12,097.45 $-146.40
(-1.2%) 		🛑 -10% Stop
0m held
14 🟢 BUY Dec 22, 2025 10:20am ET $254.34 47 $11,953.75 — — —
🔴 SELL Dec 23, 2025 10:50am ET $252.22 47 $11,854.11 $11,997.81 $-99.64
(-0.8%) 		END_OF_DAY
0m held
15 🟢 BUY Jan 2, 2026 2:40pm ET $248.83 48 $11,943.84 — — —
🔴 SELL Jan 5, 2026 3:10pm ET $253.19 48 $12,153.12 $12,207.09 +$209.28
(+1.8%) 		END_OF_DAY
0m held
16 🟢 BUY Jan 5, 2026 3:15pm ET $253.04 48 $12,145.92 — — —
🔴 SELL Jan 6, 2026 3:45pm ET $256.07 48 $12,291.12 $12,352.29 +$145.20
(+1.2%) 		END_OF_DAY
0m held
17 🟢 BUY Jan 6, 2026 3:50pm ET $256.14 48 $12,294.72 — — —
🔴 SELL Jan 8, 2026 10:20am ET $257.74 48 $12,371.52 $12,429.09 +$76.80
(+0.6%) 		END_OF_DAY
0m held
18 🟢 BUY Jan 8, 2026 11:55am ET $258.27 48 $12,396.72 — — —
🔴 SELL Jan 9, 2026 12:25pm ET $261.36 48 $12,545.28 $12,577.65 +$148.56
(+1.2%) 		END_OF_DAY
0m held
19 🟢 BUY Jan 12, 2026 11:35am ET $260.85 48 $12,520.80 — — —
🔴 SELL Jan 13, 2026 12:05pm ET $261.52 48 $12,552.96 $12,609.81 +$32.16
(+0.3%) 		END_OF_DAY
0m held
20 🟢 BUY Jan 14, 2026 2:55pm ET $262.45 48 $12,597.60 — — —
🔴 SELL Jan 15, 2026 3:25pm ET $265.71 48 $12,754.08 $12,766.29 +$156.48
(+1.2%) 		END_OF_DAY
0m held
21 🟢 BUY Jan 15, 2026 3:30pm ET $265.84 48 $12,760.08 — — —
🔴 SELL Jan 20, 2026 10:00am ET $262.73 48 $12,611.04 $12,617.25 $-149.04
(-1.2%) 		🛑 -10% Stop
0m held
22 🟢 BUY Jan 20, 2026 10:30am ET $264.45 47 $12,429.15 — — —
🔴 SELL Jan 21, 2026 11:00am ET $266.59 47 $12,529.73 $12,717.83 +$100.58
(+0.8%) 		END_OF_DAY
0m held
23 🟢 BUY Jan 21, 2026 2:30pm ET $267.46 47 $12,570.62 — — —
🔴 SELL Jan 22, 2026 3:00pm ET $270.04 47 $12,691.88 $12,839.09 +$121.26
(+1.0%) 		END_OF_DAY
0m held
24 🟢 BUY Feb 2, 2026 10:10am ET $262.21 48 $12,585.86 — — —
🔴 SELL Feb 3, 2026 10:40am ET $263.45 48 $12,645.84 $12,899.07 +$59.98
(+0.5%) 		END_OF_DAY
0m held
25 🟢 BUY Feb 6, 2026 11:10am ET $263.33 48 $12,639.84 — — —
🔴 SELL Feb 9, 2026 11:40am ET $267.23 48 $12,827.04 $13,086.27 +$187.20
(+1.5%) 		END_OF_DAY
0m held
26 🟢 BUY Feb 9, 2026 11:45am ET $267.34 48 $12,832.32 — — —
🔴 SELL Feb 10, 2026 12:15pm ET $268.32 48 $12,879.12 $13,133.07 +$46.80
(+0.4%) 		END_OF_DAY
0m held
27 🟢 BUY Feb 13, 2026 10:25am ET $262.80 49 $12,877.20 — — —
🔴 SELL Feb 13, 2026 3:55pm ET $262.87 49 $12,880.63 $13,136.50 +$3.43
(+0.0%) 		📅 Sim Ended
0m held
Started with: $10,000.00
Total Invested: $10,000.00
Ended with: $13,136.50
Net Profit/Loss: +$3,136.50
Total Return: +31.36%
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