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

Surge's Analysis

Year to Date: 2026-01-01 to present • 12 trades in period

-3.18%
Year to Date Return
$10,121.13
Current Value
33%
Win Rate
$10,453.92
Period Start
Login to Apply
PHASE 0: RANGING
Signals generated 2026-05-06 09:48:48

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)
53.8 neutral
20d Trend
-1.8%
5d Trend
+1.4%
EMA20 Dist
+1.0%
ATR%
2.1%
Range Pos
64%
Bounce Ratio
2.4×
Green/Red 10d
4/6
🌍 Geophysical Tilt: Storm regime: volume-spike & macro strategies historically +3% differential. Sentiment strategies struggle.

Strategy Score Scored May 6, 2026

8
Lifetime
Confidence: 75%

Quality Components

Return-to-Risk
0.2/35
Total Return
2.9/25
Win Rate
2.9/15
Profit Factor
0.1/15
Consistency
5.0/10
Raw Quality 11.1/100
× Confidence 0.75 = 8.3

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 (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
7,426
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
$10,453.92
Current Value
$10,121.13
Period P&L
$-332.79
Max Drawdown
-21.3%
Sharpe Ratio
-0.16

Trade Statistics (Year to Date)

Trades in Period
12
Winners / Losers
4 / 8
Best Trade
+3.23%
Worst Trade
-1.93%
Avg Trade Return
-0.26%
Avg Hold Time
1.2d

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

Asset Type
📈 Stock
Fee Rate
FREE
Total Volume
$246,881.24
Estimated Fees
$0.00
Gross P&L
$-332.79
Net P&L (after fees)
$-332.79
Gross Return
-3.18%
Net Return (after fees)
-3.18%

✅ 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

📈 WFC 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 - 12 trades)

How to Read This Table

Each row is one complete trade cycle (BUY → HOLD → SELL). Surge had $10,453.92 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 10:55am ET $93.84 111 $10,416.02 — — —
🔴 SELL Jan 5, 2026 10:00am ET $96.87 111 $10,752.02 $10,789.92 +$336.00
(+3.2%) 		🎯 +5% Target
0m held
2 🟢 BUY Jan 5, 2026 10:20am ET $97.30 110 $10,702.45 — — —
🔴 SELL Jan 6, 2026 10:00am ET $95.42 110 $10,495.65 $10,583.12 $-206.80
(-1.9%) 		🛑 -10% Stop
0m held
3 🟢 BUY Jan 6, 2026 2:00pm ET $96.16 110 $10,577.05 — — —
🔴 SELL Jan 7, 2026 10:00am ET $94.85 110 $10,433.50 $10,439.57 $-143.55
(-1.4%) 		🛑 -10% Stop
0m held
4 🟢 BUY Jan 8, 2026 11:25am ET $96.09 108 $10,377.72 — — —
🔴 SELL Jan 9, 2026 11:55am ET $95.85 108 $10,351.80 $10,413.65 $-25.92
(-0.2%) 		END_OF_DAY
0m held
5 🟢 BUY Jan 20, 2026 10:20am ET $88.51 117 $10,355.67 — — —
🔴 SELL Jan 20, 2026 12:30pm ET $87.56 117 $10,244.52 $10,302.50 $-111.15
(-1.1%) 		🛑 -10% Stop
0m held
6 🟢 BUY Jan 22, 2026 10:50am ET $88.06 116 $10,214.96 — — —
🔴 SELL Jan 23, 2026 10:15am ET $87.17 116 $10,111.72 $10,199.26 $-103.24
(-1.0%) 		🛑 -10% Stop
0m held
7 🟢 BUY Jan 27, 2026 1:20pm ET $88.80 114 $10,122.63 — — —
🔴 SELL Jan 28, 2026 12:15pm ET $87.90 114 $10,020.60 $10,097.23 $-102.03
(-1.0%) 		🛑 -10% Stop
0m held
8 🟢 BUY Jan 29, 2026 12:10pm ET $89.81 112 $10,058.72 — — —
🔴 SELL Jan 30, 2026 12:40pm ET $90.08 112 $10,088.96 $10,127.47 +$30.24
(+0.3%) 		END_OF_DAY
0m held
9 🟢 BUY Feb 2, 2026 10:30am ET $91.93 110 $10,112.30 — — —
🔴 SELL Feb 3, 2026 10:00am ET $94.47 110 $10,391.70 $10,406.87 +$279.40
(+2.8%) 		🎯 +5% Target
0m held
10 🟢 BUY Feb 6, 2026 10:55am ET $94.06 110 $10,346.05 — — —
🔴 SELL Feb 9, 2026 10:00am ET $92.72 110 $10,199.20 $10,260.02 $-146.85
(-1.4%) 		🛑 -10% Stop
0m held
11 🟢 BUY Feb 9, 2026 1:55pm ET $94.09 109 $10,255.81 — — —
🔴 SELL Feb 10, 2026 11:15am ET $92.72 109 $10,106.48 $10,110.69 $-149.33
(-1.5%) 		🛑 -10% Stop
0m held
12 🟢 BUY Feb 13, 2026 10:05am ET $86.79 116 $10,067.64 — — —
🔴 SELL Feb 13, 2026 3:55pm ET $86.88 116 $10,078.08 $10,121.13 +$10.44
(+0.1%) 		📅 Sim Ended
0m held
Started with: $10,000.00
Total Invested: $10,000.00
Ended with: $10,121.13
Net Profit/Loss: +$121.13
Total Return: +1.21%
Back to Surge