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

Surge's Analysis

Year to Date: 2026-01-01 to present • 14 trades in period

+23.46%
Year to Date Return
$10,597.75
Current Value
57%
Win Rate
$8,583.93
Period Start
Login to Apply
PHASE 0: RANGING
🔄 Transitioning
Signals generated 2026-05-06 08:50:30

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)
22.4 oversold
20d Trend
-22.6%
5d Trend
-9.4%
EMA20 Dist
-13.7%
ATR%
4.9%
Range Pos
1%
Bounce Ratio
0.3×
Green/Red 10d
2/8
🌍 Geophysical Tilt: Storm regime: volume-spike & macro strategies historically +3% differential. Sentiment strategies struggle.

Strategy Score Scored May 6, 2026

14
Lifetime
Confidence: 96%

Quality Components

Return-to-Risk
0.5/35
Total Return
7.0/25
Win Rate
1.6/15
Profit Factor
0.5/15
Consistency
4.8/10
Raw Quality 14.4/100
× Confidence 0.96 = 13.8

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 (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
8,956
Timeframe
5-Minute Bars
Period Range
2026-01-01 → 2026-05-05
Trading Days
91 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
$8,583.93
Current Value
$10,597.75
Period P&L
$2,013.82
Max Drawdown
-41.9%
Sharpe Ratio
0.39

Trade Statistics (Year to Date)

Trades in Period
14
Winners / Losers
8 / 6
Best Trade
+15.40%
Worst Trade
-1.22%
Avg Trade Return
+1.64%
Avg Hold Time
1.9d

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

Asset Type
📈 Stock
Fee Rate
FREE
Total Volume
$249,439.37
Estimated Fees
$0.00
Gross P&L
$2,013.82
Net P&L (after fees)
$2,013.82
Gross Return
+23.46%
Net Return (after fees)
+23.46%

✅ 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

📈 UNH 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: 91 trading days 🎯 Trade markers show BUY (▲) and SELL (▼) points

Trade History (Year to Date - 14 trades)

How to Read This Table

Each row is one complete trade cycle (BUY → HOLD → SELL). Surge had $8,583.93 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 10:45am ET $332.80 25 $8,320.00 — — —
🔴 SELL Jan 5, 2026 11:15am ET $338.14 25 $8,453.50 $8,717.43 +$133.50
(+1.6%) 		END_OF_DAY
0m held
2 🟢 BUY Jan 5, 2026 11:50am ET $342.21 25 $8,555.25 — — —
🔴 SELL Jan 6, 2026 12:00pm ET $351.20 25 $8,780.00 $8,942.18 +$224.75
(+2.6%) 		🎯 +5% Target
0m held
3 🟢 BUY Jan 8, 2026 10:20am ET $347.26 25 $8,681.50 — — —
🔴 SELL Jan 9, 2026 10:00am ET $343.06 25 $8,576.50 $8,837.18 $-105.00
(-1.2%) 		🛑 -10% Stop
0m held
4 🟢 BUY Jan 15, 2026 11:25am ET $336.34 26 $8,744.71 — — —
🔴 SELL Jan 16, 2026 11:55am ET $333.72 26 $8,676.59 $8,769.06 $-68.12
(-0.8%) 		END_OF_DAY
0m held
5 🟢 BUY Jan 20, 2026 11:30am ET $335.18 26 $8,714.55 — — —
🔴 SELL Jan 21, 2026 10:00am ET $345.77 26 $8,989.96 $9,044.46 +$275.40
(+3.2%) 		🎯 +5% Target
0m held
6 🟢 BUY Jan 21, 2026 10:25am ET $347.04 26 $9,023.04 — — —
🔴 SELL Jan 22, 2026 10:55am ET $353.23 26 $9,183.85 $9,205.27 +$160.81
(+1.8%) 		END_OF_DAY
0m held
7 🟢 BUY Jan 28, 2026 11:20am ET $293.80 31 $9,107.80 — — —
🔴 SELL Jan 29, 2026 10:00am ET $290.21 31 $8,996.51 $9,093.98 $-111.29
(-1.2%) 		🛑 -10% Stop
0m held
8 🟢 BUY Feb 2, 2026 10:50am ET $290.17 31 $8,995.42 — — —
🔴 SELL Feb 2, 2026 12:00pm ET $286.91 31 $8,894.21 $8,992.77 $-101.21
(-1.1%) 		🛑 -10% Stop
0m held
9 🟢 BUY Feb 6, 2026 11:35am ET $274.27 32 $8,776.80 — — —
🔴 SELL Feb 9, 2026 12:05pm ET $279.52 32 $8,944.64 $9,160.61 +$167.84
(+1.9%) 		END_OF_DAY
0m held
10 🟢 BUY Feb 9, 2026 12:10pm ET $279.92 32 $8,957.45 — — —
🔴 SELL Feb 9, 2026 2:35pm ET $276.68 32 $8,853.79 $9,056.95 $-103.66
(-1.2%) 		🛑 -10% Stop
0m held
11 🟢 BUY Feb 11, 2026 11:20am ET $275.53 32 $8,816.96 — — —
🔴 SELL Feb 12, 2026 10:25am ET $283.20 32 $9,062.40 $9,302.39 +$245.44
(+2.8%) 		🎯 +5% Target
0m held
12 🟢 BUY Feb 12, 2026 10:30am ET $282.17 32 $9,029.60 — — —
🔴 SELL Feb 12, 2026 11:10am ET $279.31 32 $8,938.00 $9,210.79 $-91.60
(-1.0%) 		🛑 -10% Stop
0m held
13 🟢 BUY Feb 13, 2026 3:50pm ET $292.38 31 $9,063.78 — — —
🔴 SELL Feb 13, 2026 3:55pm ET $292.78 31 $9,076.18 $9,223.19 +$12.40
(+0.1%) 		📅 Sim Ended
0m held
14 🟢 BUY Apr 7, 2026 9:30am ET $307.79 29 $8,925.91 — — —
🔴 SELL Apr 21, 2026 9:45am ET $355.19 29 $10,300.47 $10,597.75 +$1,374.56
(+15.4%) 		🎯 +5% Target
14d held
Started with: $10,000.00
Total Invested: $10,000.00
Ended with: $10,597.75
Net Profit/Loss: +$597.75
Total Return: +5.98%
Back to Surge