PM Surge's Analysis
Last 6 Months: 2025-11-06 to present • 35 trades in period
+3.41%
Last 6 Months Return
$11,654.97
Current Value
51%
Win Rate
$11,270.14
Period Start
PHASE 5: BULL TREND
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)
71.8 overbought
20d Trend
+12.7%
5d Trend
+2.2%
EMA20 Dist
+5.0%
ATR%
2.4%
Range Pos
97%
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 6, 2026
19
Lifetime
Confidence: 75%
Quality Components
Return-to-Risk
4.7/35
Total Return
10.3/25
Win Rate
4.1/15
Profit Factor
1.3/15
Consistency
5.4/10
Raw Quality
25.9/100
× Confidence 0.75
= 19.3
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 (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
10,216
Timeframe
5-Minute Bars
Period Range
2025-11-06 → 2026-05-05
Trading Days
128 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
$11,270.14
Current Value
$11,654.97
Period P&L
$384.83
Max Drawdown
-12.2%
Sharpe Ratio
0.07
Trade Statistics (Last 6 Months)
Trades in Period
35
Winners / Losers
18 /
17
Best Trade
+3.99%
Worst Trade
-2.95%
Avg Trade Return
+0.11%
Avg Hold Time
1.4d
💰 Trading Cost Analysis (Alpaca Fees) (Last 6 Months)
Asset Type
📈 Stock
Fee Rate
FREE
Total Volume
$803,132.57
Estimated Fees
$0.00
Gross P&L
$384.83
Net P&L (after fees)
$384.83
Gross Return
+3.41%
Net Return (after fees)
+3.41%
✅ 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
📈 PM 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: 128 trading days
🎯 Trade markers show BUY (▲) and SELL (▼) points
Trade History (Last 6 Months - 35 trades)
How to Read This Table
Each row is one complete trade cycle (BUY → HOLD → SELL). Surge had $11,270.14 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 | Nov 6, 2025 10:30am ET | $149.53 | 75 | $11,214.38 | — | — | — |
| 🔴 SELL | Nov 7, 2025 11:00am ET | $150.93 | 75 | $11,319.75 | $11,375.52 |
+$105.38 (+0.9%) |
END_OF_DAY
0m held |
|
| 2 | 🟢 BUY | Nov 7, 2025 11:55am ET | $152.21 | 74 | $11,263.54 | — | — | — |
| 🔴 SELL | Nov 10, 2025 12:25pm ET | $154.08 | 74 | $11,401.92 | $11,513.90 |
+$138.38 (+1.2%) |
END_OF_DAY
0m held |
|
| 3 | 🟢 BUY | Nov 10, 2025 3:00pm ET | $154.32 | 74 | $11,419.53 | — | — | — |
| 🔴 SELL | Nov 11, 2025 3:30pm ET | $156.83 | 74 | $11,605.42 | $11,699.79 |
+$185.89 (+1.6%) |
END_OF_DAY
0m held |
|
| 4 | 🟢 BUY | Nov 11, 2025 3:35pm ET | $156.83 | 74 | $11,605.42 | — | — | — |
| 🔴 SELL | Nov 13, 2025 10:00am ET | $155.14 | 74 | $11,480.55 | $11,574.91 |
$-124.88 (-1.1%) |
🛑 -10% Stop
0m held |
|
| 5 | 🟢 BUY | Nov 18, 2025 10:00am ET | $156.44 | 73 | $11,420.12 | — | — | — |
| 🔴 SELL | Nov 19, 2025 10:00am ET | $154.77 | 73 | $11,298.21 | $11,453.00 |
$-121.91 (-1.1%) |
🛑 -10% Stop
0m held |
|
| 6 | 🟢 BUY | Nov 25, 2025 10:35am ET | $155.35 | 73 | $11,340.19 | — | — | — |
| 🔴 SELL | Nov 26, 2025 11:05am ET | $156.67 | 73 | $11,436.55 | $11,549.36 |
+$96.36 (+0.8%) |
END_OF_DAY
0m held |
|
| 7 | 🟢 BUY | Nov 28, 2025 11:00am ET | $157.46 | 73 | $11,494.58 | — | — | — |
| 🔴 SELL | Dec 1, 2025 10:35am ET | $155.88 | 73 | $11,379.24 | $11,434.02 |
$-115.34 (-1.0%) |
🛑 -10% Stop
0m held |
|
| 8 | 🟢 BUY | Dec 8, 2025 11:20am ET | $148.46 | 77 | $11,431.04 | — | — | — |
| 🔴 SELL | Dec 9, 2025 11:50am ET | $150.32 | 77 | $11,574.64 | $11,577.62 |
+$143.60 (+1.3%) |
END_OF_DAY
0m held |
|
| 9 | 🟢 BUY | Dec 9, 2025 11:55am ET | $150.32 | 77 | $11,574.64 | — | — | — |
| 🔴 SELL | Dec 10, 2025 10:15am ET | $148.54 | 77 | $11,437.58 | $11,440.56 |
$-137.06 (-1.2%) |
🛑 -10% Stop
0m held |
|
| 10 | 🟢 BUY | Dec 11, 2025 11:25am ET | $152.35 | 75 | $11,425.88 | — | — | — |
| 🔴 SELL | Dec 11, 2025 1:45pm ET | $150.75 | 75 | $11,306.25 | $11,320.93 |
$-119.63 (-1.1%) |
🛑 -10% Stop
0m held |
|
| 11 | 🟢 BUY | Dec 12, 2025 12:20pm ET | $151.72 | 74 | $11,227.28 | — | — | — |
| 🔴 SELL | Dec 15, 2025 10:00am ET | $157.78 | 74 | $11,675.72 | $11,769.37 |
+$448.44 (+4.0%) |
🎯 +5% Target
0m held |
|
| 12 | 🟢 BUY | Dec 15, 2025 2:00pm ET | $159.12 | 73 | $11,615.75 | — | — | — |
| 🔴 SELL | Dec 16, 2025 2:30pm ET | $158.20 | 73 | $11,548.60 | $11,702.22 |
$-67.15 (-0.6%) |
END_OF_DAY
0m held |
|
| 13 | 🟢 BUY | Dec 17, 2025 10:45am ET | $159.41 | 73 | $11,636.57 | — | — | — |
| 🔴 SELL | Dec 17, 2025 12:15pm ET | $157.70 | 73 | $11,512.10 | $11,577.75 |
$-124.47 (-1.1%) |
🛑 -10% Stop
0m held |
|
| 14 | 🟢 BUY | Dec 19, 2025 10:35am ET | $159.35 | 72 | $11,473.20 | — | — | — |
| 🔴 SELL | Dec 19, 2025 3:50pm ET | $157.56 | 72 | $11,343.96 | $11,448.51 |
$-129.24 (-1.1%) |
🛑 -10% Stop
0m held |
|
| 15 | 🟢 BUY | Dec 23, 2025 10:30am ET | $160.82 | 71 | $11,418.22 | — | — | — |
| 🔴 SELL | Dec 24, 2025 11:00am ET | $162.72 | 71 | $11,553.12 | $11,583.41 |
+$134.90 (+1.2%) |
END_OF_DAY
0m held |
|
| 16 | 🟢 BUY | Dec 24, 2025 12:30pm ET | $163.56 | 70 | $11,449.20 | — | — | — |
| 🔴 SELL | Dec 26, 2025 10:00am ET | $161.85 | 70 | $11,329.15 | $11,463.36 |
$-120.05 (-1.1%) |
🛑 -10% Stop
0m held |
|
| 17 | 🟢 BUY | Dec 29, 2025 1:00pm ET | $161.83 | 70 | $11,328.10 | — | — | — |
| 🔴 SELL | Dec 30, 2025 1:30pm ET | $162.20 | 70 | $11,354.00 | $11,489.26 |
+$25.90 (+0.2%) |
END_OF_DAY
0m held |
|
| 18 | 🟢 BUY | Jan 2, 2026 10:15am ET | $160.94 | 71 | $11,426.72 | — | — | — |
| 🔴 SELL | Jan 5, 2026 10:00am ET | $156.20 | 71 | $11,089.85 | $11,152.39 |
$-336.87 (-3.0%) |
🛑 -10% Stop
0m held |
|
| 19 | 🟢 BUY | Jan 5, 2026 2:15pm ET | $159.58 | 69 | $11,010.68 | — | — | — |
| 🔴 SELL | Jan 6, 2026 10:30am ET | $157.49 | 69 | $10,866.81 | $11,008.53 |
$-143.86 (-1.3%) |
🛑 -10% Stop
0m held |
|
| 20 | 🟢 BUY | Jan 9, 2026 12:50pm ET | $161.53 | 68 | $10,983.70 | — | — | — |
| 🔴 SELL | Jan 12, 2026 1:20pm ET | $163.32 | 68 | $11,105.59 | $11,130.42 |
+$121.89 (+1.1%) |
END_OF_DAY
0m held |
|
| 21 | 🟢 BUY | Jan 12, 2026 2:30pm ET | $164.54 | 67 | $11,023.91 | — | — | — |
| 🔴 SELL | Jan 13, 2026 3:00pm ET | $166.17 | 67 | $11,133.06 | $11,239.56 |
+$109.14 (+1.0%) |
END_OF_DAY
0m held |
|
| 22 | 🟢 BUY | Jan 13, 2026 3:05pm ET | $165.92 | 67 | $11,116.64 | — | — | — |
| 🔴 SELL | Jan 14, 2026 11:55am ET | $170.11 | 67 | $11,397.04 | $11,519.96 |
+$280.40 (+2.5%) |
🎯 +5% Target
0m held |
|
| 23 | 🟢 BUY | Jan 14, 2026 12:00pm ET | $170.04 | 67 | $11,392.68 | — | — | — |
| 🔴 SELL | Jan 15, 2026 12:30pm ET | $172.62 | 67 | $11,565.33 | $11,692.61 |
+$172.65 (+1.5%) |
END_OF_DAY
0m held |
|
| 24 | 🟢 BUY | Jan 15, 2026 12:35pm ET | $172.71 | 67 | $11,571.57 | — | — | — |
| 🔴 SELL | Jan 16, 2026 1:05pm ET | $173.21 | 67 | $11,605.07 | $11,726.11 |
+$33.50 (+0.3%) |
END_OF_DAY
0m held |
|
| 25 | 🟢 BUY | Jan 16, 2026 1:10pm ET | $173.19 | 67 | $11,603.88 | — | — | — |
| 🔴 SELL | Jan 20, 2026 10:00am ET | $168.93 | 67 | $11,318.31 | $11,440.54 |
$-285.57 (-2.5%) |
🛑 -10% Stop
0m held |
|
| 26 | 🟢 BUY | Jan 21, 2026 3:20pm ET | $168.30 | 67 | $11,276.10 | — | — | — |
| 🔴 SELL | Jan 22, 2026 3:50pm ET | $169.98 | 67 | $11,388.66 | $11,553.10 |
+$112.56 (+1.0%) |
END_OF_DAY
0m held |
|
| 27 | 🟢 BUY | Jan 23, 2026 12:25pm ET | $171.30 | 67 | $11,476.77 | — | — | — |
| 🔴 SELL | Jan 26, 2026 11:00am ET | $175.72 | 67 | $11,773.24 | $11,849.58 |
+$296.48 (+2.6%) |
🎯 +5% Target
0m held |
|
| 28 | 🟢 BUY | Jan 26, 2026 11:05am ET | $175.47 | 67 | $11,756.49 | — | — | — |
| 🔴 SELL | Jan 27, 2026 11:35am ET | $176.62 | 67 | $11,833.54 | $11,926.63 |
+$77.05 (+0.7%) |
END_OF_DAY
0m held |
|
| 29 | 🟢 BUY | Jan 27, 2026 12:20pm ET | $177.01 | 67 | $11,859.67 | — | — | — |
| 🔴 SELL | Jan 28, 2026 12:50pm ET | $178.93 | 67 | $11,987.98 | $12,054.94 |
+$128.31 (+1.1%) |
END_OF_DAY
0m held |
|
| 30 | 🟢 BUY | Jan 30, 2026 2:55pm ET | $179.33 | 67 | $12,015.11 | — | — | — |
| 🔴 SELL | Feb 2, 2026 10:40am ET | $177.44 | 67 | $11,888.65 | $11,928.48 |
$-126.46 (-1.1%) |
🛑 -10% Stop
0m held |
|
| 31 | 🟢 BUY | Feb 3, 2026 11:45am ET | $181.65 | 65 | $11,807.25 | — | — | — |
| 🔴 SELL | Feb 3, 2026 2:05pm ET | $179.69 | 65 | $11,679.85 | $11,801.08 |
$-127.40 (-1.1%) |
🛑 -10% Stop
0m held |
|
| 32 | 🟢 BUY | Feb 5, 2026 10:10am ET | $183.96 | 64 | $11,773.44 | — | — | — |
| 🔴 SELL | Feb 5, 2026 11:15am ET | $181.95 | 64 | $11,644.80 | $11,672.44 |
$-128.64 (-1.1%) |
🛑 -10% Stop
0m held |
|
| 33 | 🟢 BUY | Feb 6, 2026 10:45am ET | $185.24 | 63 | $11,669.96 | — | — | — |
| 🔴 SELL | Feb 6, 2026 12:45pm ET | $183.11 | 63 | $11,535.93 | $11,538.41 |
$-134.03 (-1.1%) |
🛑 -10% Stop
0m held |
|
| 34 | 🟢 BUY | Feb 11, 2026 10:10am ET | $185.63 | 62 | $11,509.06 | — | — | — |
| 🔴 SELL | Feb 12, 2026 10:40am ET | $189.67 | 62 | $11,759.54 | $11,788.89 |
+$250.48 (+2.2%) |
END_OF_DAY
0m held |
|
| 35 | 🟢 BUY | Feb 12, 2026 10:45am ET | $189.72 | 62 | $11,762.64 | — | — | — |
| 🔴 SELL | Feb 13, 2026 10:00am ET | $187.56 | 62 | $11,628.72 | $11,654.97 |
$-133.92 (-1.1%) |
🛑 -10% Stop
0m held |
Started with: $10,000.00
Total Invested:
$10,000.00
Ended with:
$11,654.97
Net Profit/Loss:
+$1,654.97
Total Return:
+16.55%