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

Surge's Analysis

Year to Date: 2026-01-01 to present • 13 trades in period

-2.92%
Year to Date Return
$11,903.96
Current Value
23%
Win Rate
$12,262.15
Period Start
Login to Apply
PHASE 5: BULL TREND
Signals generated 2026-05-06 05:18:10

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)
73.4 overbought
20d Trend
+6.7%
5d Trend
+8.2%
EMA20 Dist
+6.2%
ATR%
2.1%
Range Pos
94%
Bounce Ratio
1.9×
Green/Red 10d
7/3
🌍 Geophysical Tilt: Storm regime: volume-spike & macro strategies historically +3% differential. Sentiment strategies struggle.

Strategy Score Scored May 5, 2026

19
Lifetime
Confidence: 75%

Quality Components

Return-to-Risk
5.5/35
Total Return
10.8/25
Win Rate
2.1/15
Profit Factor
1.4/15
Consistency
5.8/10
Raw Quality 25.6/100
× Confidence 0.75 = 19.2

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 (Year to Date)

Hybrid data: Historical backfill + Yahoo/Alpaca (live) - verifiable market data
Data Source
Yahoo + Alpaca
Candles in Period
7,378
Timeframe
5-Minute Bars
Period Range
2026-01-01 → 2026-05-05
Trading Days
90 days
Data Gaps
None (4 market holidays)

Market Closed (4 days)

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 (Year to Date)

Period Start Capital
$12,262.15
Current Value
$11,903.96
Period P&L
$-358.19
Max Drawdown
-12.1%
Sharpe Ratio
-0.13

Trade Statistics (Year to Date)

Trades in Period
13
Winners / Losers
3 / 10
Best Trade
+4.20%
Worst Trade
-1.77%
Avg Trade Return
-0.21%
Avg Hold Time
20.7h

💰 Trading Cost Analysis (Alpaca Fees) (Year to Date)

Asset Type
📈 Stock
Fee Rate
FREE
Total Volume
$305,388.03
Estimated Fees
$0.00
Gross P&L
$-358.19
Net P&L (after fees)
$-358.19
Gross Return
-2.92%
Net Return (after fees)
-2.92%

✅ 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

📈 BMY 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: 90 trading days 🎯 Trade markers show BUY (▲) and SELL (▼) points

Trade History (Year to Date - 13 trades)

How to Read This Table

Each row is one complete trade cycle (BUY → HOLD → SELL). Surge had $12,262.15 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 Jan 2, 2026 10:55am ET $53.74 228 $12,251.69 — — —
🔴 SELL Jan 5, 2026 10:00am ET $52.79 228 $12,034.98 $12,045.44 $-216.71
(-1.8%) 		🛑 -10% Stop
0m held
2 🟢 BUY Jan 6, 2026 11:00am ET $54.68 220 $12,029.60 — — —
🔴 SELL Jan 6, 2026 11:50am ET $54.13 220 $11,907.50 $11,923.34 $-122.10
(-1.0%) 		🛑 -10% Stop
0m held
3 🟢 BUY Jan 7, 2026 10:35am ET $56.67 210 $11,899.65 — — —
🔴 SELL Jan 7, 2026 1:25pm ET $56.00 210 $11,758.95 $11,782.64 $-140.70
(-1.2%) 		🛑 -10% Stop
0m held
4 🟢 BUY Jan 13, 2026 10:25am ET $56.26 209 $11,758.34 — — —
🔴 SELL Jan 14, 2026 10:55am ET $56.26 209 $11,757.30 $11,781.60 $-1.04
(-0.0%) 		END_OF_DAY
0m held
5 🟢 BUY Jan 14, 2026 11:30am ET $56.40 208 $11,730.16 — — —
🔴 SELL Jan 15, 2026 10:05am ET $55.75 208 $11,596.00 $11,647.44 $-134.16
(-1.1%) 		🛑 -10% Stop
0m held
6 🟢 BUY Jan 21, 2026 10:15am ET $54.49 213 $11,606.37 — — —
🔴 SELL Jan 21, 2026 10:55am ET $53.91 213 $11,481.77 $11,522.83 $-124.61
(-1.1%) 		🛑 -10% Stop
0m held
7 🟢 BUY Jan 22, 2026 10:05am ET $55.40 207 $11,467.82 — — —
🔴 SELL Jan 22, 2026 12:00pm ET $54.85 207 $11,352.92 $11,407.92 $-114.91
(-1.0%) 		🛑 -10% Stop
0m held
8 🟢 BUY Jan 27, 2026 10:15am ET $55.73 204 $11,367.90 — — —
🔴 SELL Jan 27, 2026 12:25pm ET $55.16 204 $11,251.62 $11,291.64 $-116.28
(-1.0%) 		🛑 -10% Stop
0m held
9 🟢 BUY Jan 30, 2026 3:55pm ET $55.05 205 $11,285.25 — — —
🔴 SELL Feb 3, 2026 10:05am ET $56.47 205 $11,575.33 $11,581.72 +$290.08
(+2.6%) 		🎯 +5% Target
0m held
10 🟢 BUY Feb 4, 2026 10:10am ET $57.16 202 $11,546.32 — — —
🔴 SELL Feb 5, 2026 10:00am ET $59.56 202 $12,031.12 $12,066.52 +$484.80
(+4.2%) 		🎯 +5% Target
0m held
11 🟢 BUY Feb 11, 2026 11:25am ET $60.83 198 $12,045.33 — — —
🔴 SELL Feb 11, 2026 2:20pm ET $60.22 198 $11,922.57 $11,943.76 $-122.76
(-1.0%) 		🛑 -10% Stop
0m held
12 🟢 BUY Feb 12, 2026 10:25am ET $60.33 197 $11,884.42 — — —
🔴 SELL Feb 13, 2026 10:55am ET $60.75 197 $11,967.75 $12,027.09 +$83.33
(+0.7%) 		END_OF_DAY
0m held
13 🟢 BUY Feb 13, 2026 11:00am ET $60.92 197 $12,000.26 — — —
🔴 SELL Feb 13, 2026 12:20pm ET $60.29 197 $11,877.13 $11,903.96 $-123.13
(-1.0%) 		🛑 -10% Stop
0m held
Started with: $10,000.00
Total Invested: $10,000.00
Ended with: $11,903.96
Net Profit/Loss: +$1,903.96
Total Return: +19.04%
Back to Surge