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

Surge's Analysis

Year to Date: 2026-01-01 to present • 11 trades in period

+3.74%
Year to Date Return
$12,891.61
Current Value
36%
Win Rate
$12,426.35
Period Start
Login to Apply
PHASE 0: RANGING
🔄 Transitioning
Signals generated 2026-05-06 05:17:26

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)
36.7 neutral
20d Trend
-7.0%
5d Trend
-5.4%
EMA20 Dist
-4.4%
ATR%
3.0%
Range Pos
59%
Bounce Ratio
0.5×
Green/Red 10d
4/6
🌍 Geophysical Tilt: Storm regime: volume-spike & macro strategies historically +3% differential. Sentiment strategies struggle.

Strategy Score Scored May 5, 2026

22
Lifetime
Confidence: 75%

Quality Components

Return-to-Risk
6.6/35
Total Return
12.3/25
Win Rate
3.0/15
Profit Factor
1.9/15
Consistency
5.8/10
Raw Quality 29.5/100
× Confidence 0.75 = 22.1

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 (Year to Date)

Hybrid data: Historical backfill + Yahoo/Alpaca (live) - verifiable market data
Data Source
Yahoo + Alpaca
Candles in Period
7,528
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
$12,426.35
Current Value
$12,891.61
Period P&L
$465.26
Max Drawdown
-15.4%
Sharpe Ratio
0.17

Trade Statistics (Year to Date)

Trades in Period
11
Winners / Losers
4 / 7
Best Trade
+6.88%
Worst Trade
-1.33%
Avg Trade Return
+0.39%
Avg Hold Time
1.1d

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

Asset Type
📈 Stock
Fee Rate
FREE
Total Volume
$271,495.72
Estimated Fees
$0.00
Gross P&L
$465.26
Net P&L (after fees)
$465.26
Gross Return
+3.74%
Net Return (after fees)
+3.74%

✅ 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

📈 GS 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 - 11 trades)

How to Read This Table

Each row is one complete trade cycle (BUY → HOLD → SELL). Surge had $12,426.35 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 10:35am ET $892.44 13 $11,601.72 — — —
🔴 SELL Jan 5, 2026 10:00am ET $953.83 13 $12,399.79 $13,224.42 +$798.07
(+6.9%) 		🎯 +5% Target
0m held
2 🟢 BUY Jan 5, 2026 10:10am ET $955.71 13 $12,424.23 — — —
🔴 SELL Jan 5, 2026 11:40am ET $945.17 13 $12,287.21 $13,087.40 $-137.02
(-1.1%) 		🛑 -10% Stop
0m held
3 🟢 BUY Jan 6, 2026 12:05pm ET $957.33 13 $12,445.29 — — —
🔴 SELL Jan 7, 2026 10:00am ET $944.88 13 $12,283.38 $12,925.48 $-161.92
(-1.3%) 		🛑 -10% Stop
0m held
4 🟢 BUY Jan 12, 2026 2:50pm ET $948.17 13 $12,326.21 — — —
🔴 SELL Jan 13, 2026 10:00am ET $935.53 13 $12,161.89 $12,761.16 $-164.32
(-1.3%) 		🛑 -10% Stop
0m held
5 🟢 BUY Jan 15, 2026 10:15am ET $966.59 13 $12,565.67 — — —
🔴 SELL Jan 16, 2026 10:45am ET $965.49 13 $12,551.37 $12,746.86 $-14.30
(-0.1%) 		END_OF_DAY
0m held
6 🟢 BUY Jan 20, 2026 10:20am ET $958.50 13 $12,460.50 — — —
🔴 SELL Jan 20, 2026 1:40pm ET $946.36 13 $12,302.68 $12,589.04 $-157.82
(-1.3%) 		🛑 -10% Stop
0m held
7 🟢 BUY Jan 21, 2026 10:15am ET $960.84 13 $12,490.92 — — —
🔴 SELL Jan 22, 2026 10:45am ET $960.52 13 $12,486.76 $12,584.88 $-4.16
(-0.0%) 		END_OF_DAY
0m held
8 🟢 BUY Feb 2, 2026 10:35am ET $941.02 13 $12,233.26 — — —
🔴 SELL Feb 3, 2026 11:05am ET $946.10 13 $12,299.30 $12,650.92 +$66.04
(+0.5%) 		END_OF_DAY
0m held
9 🟢 BUY Feb 6, 2026 10:15am ET $927.11 13 $12,052.43 — — —
🔴 SELL Feb 9, 2026 10:45am ET $944.90 13 $12,283.70 $12,882.19 +$231.27
(+1.9%) 		END_OF_DAY
0m held
10 🟢 BUY Feb 9, 2026 10:50am ET $944.12 13 $12,273.56 — — —
🔴 SELL Feb 10, 2026 11:20am ET $941.98 13 $12,245.74 $12,854.37 $-27.82
(-0.2%) 		END_OF_DAY
0m held
11 🟢 BUY Feb 13, 2026 11:35am ET $902.96 14 $12,641.44 — — —
🔴 SELL Feb 13, 2026 3:55pm ET $905.62 14 $12,678.68 $12,891.61 +$37.24
(+0.3%) 		📅 Sim Ended
0m held
Started with: $10,000.00
Total Invested: $10,000.00
Ended with: $12,891.61
Net Profit/Loss: +$2,891.61
Total Return: +28.92%
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