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

Surge's Analysis

Year to Date: 2026-01-01 to present • 16 trades in period

-11.28%
Year to Date Return
$16,906.56
Current Value
25%
Win Rate
$19,055.66
Period Start
Login to Apply
PHASE 0: RANGING
🔄 Transitioning
Signals generated 2026-05-06 12:23:49

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)
13.3 oversold
20d Trend
-41.6%
5d Trend
-28.6%
EMA20 Dist
-26.6%
ATR%
7.5%
Range Pos
2%
Bounce Ratio
0.1×
Green/Red 10d
1/9
🌍 Geophysical Tilt: Storm regime: volume-spike & macro strategies historically +3% differential. Sentiment strategies struggle.

Strategy Score Scored May 6, 2026

30
Lifetime
Confidence: 96%

Quality Components

Return-to-Risk
8.9/35
Total Return
15.3/25
Win Rate
0.0/15
Profit Factor
1.5/15
Consistency
5.4/10
Raw Quality 31.1/100
× Confidence 0.96 = 29.9

30-Day Momentum

11
+3.9%
30d Return
33%
Win Rate
3
Trades
1.1×
Profit Factor
Quality: 18.3 Conf: 0.61×
Declining (-19 vs lifetime)
Momentum below PRO threshold (40+)
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 (96%) 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
9,283
Timeframe
5-Minute Bars
Period Range
2026-01-01 → 2026-05-06
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
$19,055.66
Current Value
$16,906.56
Period P&L
$-2,149.10
Max Drawdown
-27.2%
Sharpe Ratio
-0.13

Trade Statistics (Year to Date)

Trades in Period
16
Winners / Losers
4 / 12
Best Trade
+15.27%
Worst Trade
-5.91%
Avg Trade Return
-0.64%
Avg Hold Time
23.9h

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

Asset Type
📈 Stock
Fee Rate
FREE
Total Volume
$585,566.04
Estimated Fees
$0.00
Gross P&L
$-2,149.10
Net P&L (after fees)
$-2,149.10
Gross Return
-11.28%
Net Return (after fees)
-11.28%

✅ 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

📈 HOOD 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 - 16 trades)

How to Read This Table

Each row is one complete trade cycle (BUY → HOLD → SELL). Surge had $19,055.66 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 3:20pm ET $115.86 164 $19,001.20 — — —
🔴 SELL Jan 5, 2026 10:00am ET $120.12 164 $19,699.68 $19,754.14 +$698.48
(+3.7%) 		🎯 +5% Target
0m held
2 🟢 BUY Jan 5, 2026 10:40am ET $120.69 163 $19,672.47 — — —
🔴 SELL Jan 6, 2026 11:10am ET $121.20 163 $19,754.79 $19,836.45 +$82.31
(+0.4%) 		END_OF_DAY
0m held
3 🟢 BUY Jan 8, 2026 12:50pm ET $117.14 169 $19,795.82 — — —
🔴 SELL Jan 8, 2026 2:55pm ET $115.76 169 $19,563.44 $19,604.07 $-232.38
(-1.2%) 		🛑 -10% Stop
0m held
4 🟢 BUY Jan 12, 2026 10:50am ET $118.56 165 $19,562.40 — — —
🔴 SELL Jan 12, 2026 1:05pm ET $117.24 165 $19,344.60 $19,386.27 $-217.80
(-1.1%) 		🛑 -10% Stop
0m held
5 🟢 BUY Jan 13, 2026 2:50pm ET $119.53 162 $19,363.86 — — —
🔴 SELL Jan 14, 2026 10:00am ET $118.06 162 $19,125.23 $19,147.64 $-238.63
(-1.2%) 		🛑 -10% Stop
0m held
6 🟢 BUY Jan 20, 2026 10:30am ET $107.44 178 $19,123.88 — — —
🔴 SELL Jan 20, 2026 1:30pm ET $106.33 178 $18,925.85 $18,949.61 $-198.03
(-1.0%) 		🛑 -10% Stop
0m held
7 🟢 BUY Jan 23, 2026 11:45am ET $109.22 173 $18,894.37 — — —
🔴 SELL Jan 23, 2026 3:00pm ET $107.97 173 $18,679.66 $18,734.90 $-214.71
(-1.1%) 		🛑 -10% Stop
0m held
8 🟢 BUY Feb 6, 2026 11:00am ET $82.89 226 $18,734.27 — — —
🔴 SELL Feb 6, 2026 2:55pm ET $81.86 226 $18,501.49 $18,502.12 $-232.78
(-1.2%) 		🛑 -10% Stop
0m held
9 🟢 BUY Feb 9, 2026 10:40am ET $87.39 211 $18,439.82 — — —
🔴 SELL Feb 9, 2026 3:50pm ET $86.39 211 $18,228.29 $18,290.59 $-211.53
(-1.1%) 		🛑 -10% Stop
0m held
10 🟢 BUY Feb 10, 2026 10:05am ET $87.71 208 $18,242.64 — — —
🔴 SELL Feb 10, 2026 11:05am ET $86.79 208 $18,052.32 $18,100.27 $-190.32
(-1.0%) 		🛑 -10% Stop
0m held
11 🟢 BUY Feb 13, 2026 10:00am ET $75.03 241 $18,082.23 — — —
🔴 SELL Feb 13, 2026 3:55pm ET $75.94 241 $18,301.54 $18,319.58 +$219.31
(+1.2%) 		📅 Sim Ended
0m held
12 🟢 BUY Mar 25, 2026 9:30am ET $72.05 254 $18,300.70 — — —
🔴 SELL Mar 27, 2026 9:35am ET $67.79 254 $17,219.93 $17,238.81 $-1,080.77
(-5.9%) 		🛑 -10% Stop
2d held
13 🟢 BUY Apr 1, 2026 9:30am ET $71.20 242 $17,230.40 — — —
🔴 SELL Apr 2, 2026 9:30am ET $67.19 242 $16,260.95 $16,269.36 $-969.45
(-5.6%) 		🛑 -10% Stop
1d held
14 🟢 BUY Apr 8, 2026 9:30am ET $76.96 211 $16,239.61 — — —
🔴 SELL Apr 8, 2026 10:55am ET $73.04 211 $15,412.49 $15,442.24 $-827.12
(-5.1%) 		🛑 -10% Stop
1.4h held
15 🟢 BUY Apr 14, 2026 9:30am ET $75.24 205 $15,424.20 — — —
🔴 SELL Apr 15, 2026 12:25pm ET $86.73 205 $17,779.65 $17,797.69 +$2,355.45
(+15.3%) 		🎯 +5% Target
1.1d held
16 🟢 BUY Apr 17, 2026 9:30am ET $90.10 197 $17,749.70 — — —
🔴 SELL Apr 23, 2026 10:00am ET $85.58 197 $16,858.57 $16,906.56 $-891.13
(-5.0%) 		🛑 -10% Stop
6d held
Started with: $10,000.00
Total Invested: $10,000.00
Ended with: $16,906.56
Net Profit/Loss: +$6,906.56
Total Return: +69.07%
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