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

Surge's Analysis

Year to Date: 2026-01-01 to present • 9 trades in period

-0.37%
Year to Date Return
$9,085.25
Current Value
33%
Win Rate
$9,118.70
Period Start
Login to Apply
PHASE 0: RANGING
Signals generated 2026-05-06 08:51:25

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)
65.5 neutral
20d Trend
+1.8%
5d Trend
+4.8%
EMA20 Dist
+2.7%
ATR%
1.4%
Range Pos
72%
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 5, 2026

4
Lifetime
Confidence: 73%

Quality Components

Return-to-Risk
0.0/35
Total Return
0.0/25
Win Rate
2.1/15
Profit Factor
0.0/15
Consistency
3.9/10
Raw Quality 5.9/100
× Confidence 0.73 = 4.3

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 (73%) 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
8,358
Timeframe
5-Minute Bars
Period Range
2026-01-01 → 2026-05-05
Trading Days
92 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
$9,118.70
Current Value
$9,085.25
Period P&L
$-33.45
Max Drawdown
-27.1%
Sharpe Ratio
-0.03

Trade Statistics (Year to Date)

Trades in Period
9
Winners / Losers
3 / 6
Best Trade
+2.53%
Worst Trade
-1.37%
Avg Trade Return
-0.04%
Avg Hold Time
1.5d

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

Asset Type
📈 Stock
Fee Rate
FREE
Total Volume
$158,311.70
Estimated Fees
$0.00
Gross P&L
$-33.45
Net P&L (after fees)
$-33.45
Gross Return
-0.37%
Net Return (after fees)
-0.37%

✅ 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

📈 BRK-B 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: 92 trading days 🎯 Trade markers show BUY (▲) and SELL (▼) points

Trade History (Year to Date - 9 trades)

How to Read This Table

Each row is one complete trade cycle (BUY → HOLD → SELL). Surge had $9,118.70 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 6, 2026 2:05pm ET $500.05 18 $9,000.90 — — —
🔴 SELL Jan 7, 2026 10:20am ET $494.58 18 $8,902.44 $9,020.24 $-98.46
(-1.1%) 		🛑 -10% Stop
0m held
2 🟢 BUY Jan 8, 2026 11:00am ET $502.44 17 $8,541.48 — — —
🔴 SELL Jan 9, 2026 10:40am ET $497.19 17 $8,452.23 $8,930.99 $-89.25
(-1.0%) 		🛑 -10% Stop
0m held
3 🟢 BUY Jan 16, 2026 12:20pm ET $494.88 18 $8,907.88 — — —
🔴 SELL Jan 20, 2026 10:00am ET $488.11 18 $8,785.98 $8,809.09 $-121.90
(-1.4%) 		🛑 -10% Stop
0m held
4 🟢 BUY Jan 26, 2026 1:30pm ET $483.37 18 $8,700.66 — — —
🔴 SELL Jan 27, 2026 10:15am ET $478.00 18 $8,604.00 $8,712.43 $-96.66
(-1.1%) 		🛑 -10% Stop
0m held
5 🟢 BUY Jan 28, 2026 11:40am ET $476.75 18 $8,581.50 — — —
🔴 SELL Jan 29, 2026 12:10pm ET $475.95 18 $8,567.10 $8,698.03 $-14.40
(-0.2%) 		END_OF_DAY
0m held
6 🟢 BUY Jan 30, 2026 2:30pm ET $480.39 18 $8,647.02 — — —
🔴 SELL Feb 2, 2026 3:00pm ET $487.13 18 $8,768.34 $8,819.35 +$121.32
(+1.4%) 		END_OF_DAY
0m held
7 🟢 BUY Feb 2, 2026 3:05pm ET $487.13 18 $8,768.25 — — —
🔴 SELL Feb 3, 2026 3:35pm ET $495.28 18 $8,915.04 $8,966.14 +$146.79
(+1.7%) 		END_OF_DAY
0m held
8 🟢 BUY Feb 3, 2026 3:40pm ET $494.43 18 $8,899.74 — — —
🔴 SELL Feb 4, 2026 10:55am ET $506.92 18 $9,124.56 $9,190.96 +$224.82
(+2.5%) 		🎯 +5% Target
0m held
9 🟢 BUY Feb 4, 2026 11:00am ET $506.95 18 $9,125.15 — — —
🔴 SELL Feb 5, 2026 10:00am ET $501.08 18 $9,019.44 $9,085.25 $-105.71
(-1.2%) 		🛑 -10% Stop
0m held
Started with: $10,000.00
Total Invested: $10,000.00
Ended with: $9,085.25
Net Profit/Loss: $-914.75
Total Return: -9.15%
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