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

Surge's Analysis

Year to Date: 2026-01-01 to present • 18 trades in period

+1.44%
Year to Date Return
$11,654.97
Current Value
56%
Win Rate
$11,489.26
Period Start
Login to Apply
PHASE 5: BULL TREND
Signals generated 2026-05-06 06:52:51

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 5, 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 = 19.4

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
6,946
Timeframe
5-Minute Bars
Period Range
2026-01-02 → 2026-05-05
Trading Days
86 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
$11,489.26
Current Value
$11,654.97
Period P&L
$165.71
Max Drawdown
-12.2%
Sharpe Ratio
0.06

Trade Statistics (Year to Date)

Trades in Period
18
Winners / Losers
10 / 8
Best Trade
+2.58%
Worst Trade
-2.95%
Avg Trade Return
+0.09%
Avg Hold Time
1.4d

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

Asset Type
📈 Stock
Fee Rate
FREE
Total Volume
$414,238.20
Estimated Fees
$0.00
Gross P&L
$165.71
Net P&L (after fees)
$165.71
Gross Return
+1.44%
Net Return (after fees)
+1.44%

✅ 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: 86 trading days 🎯 Trade markers show BUY (▲) and SELL (▼) points

Trade History (Year to Date - 18 trades)

How to Read This Table

Each row is one complete trade cycle (BUY → HOLD → SELL). Surge had $11,489.26 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 10:15am 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
2 🟢 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
3 🟢 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
4 🟢 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
5 🟢 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
6 🟢 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
7 🟢 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
8 🟢 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
9 🟢 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
10 🟢 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
11 🟢 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
12 🟢 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
13 🟢 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
14 🟢 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
15 🟢 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
16 🟢 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
17 🟢 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
18 🟢 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%
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