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

Surge PRO's Analysis

Last 3 Months: 2026-02-06 to present • 4 trades in period

-11.37%
Last 3 Months Return
$10,293.12
Current Value
25%
Win Rate
$11,613.39
Period Start
Login to Apply
PHASE 0: RANGING
🔄 Transitioning
Signals generated 2026-05-06 08:30:20

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)
24.1 oversold
20d Trend
-14.4%
5d Trend
-4.7%
EMA20 Dist
-6.4%
ATR%
3.0%
Range Pos
29%
Bounce Ratio
0.0×
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

10
Lifetime
Confidence: 92%

Quality Components

Return-to-Risk
0.8/35
Total Return
4.9/25
Win Rate
1.0/15
Profit Factor
0.3/15
Consistency
4.3/10
Raw Quality 11.4/100
× Confidence 0.92 = 10.5

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 (92%) 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 (Last 3 Months)

Hybrid data: Historical backfill + Yahoo/Alpaca (live) - verifiable market data
Data Source
Yahoo + Alpaca
Candles in Period
4,779
Timeframe
5-Minute Bars
Period Range
2026-02-06 → 2026-05-05
Trading Days
61 days
Data Gaps
None (2 market holidays)

Market Closed (2 days)

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 (Last 3 Months)

Period Start Capital
$11,613.39
Current Value
$10,293.12
Period P&L
$-1,320.27
Max Drawdown
-12.4%
Sharpe Ratio
-1.26

Trade Statistics (Last 3 Months)

Trades in Period
4
Winners / Losers
1 / 3
Best Trade
+1.10%
Worst Trade
-4.72%
Avg Trade Return
-2.99%
Avg Hold Time
6d

💰 Trading Cost Analysis (Alpaca Fees) (Last 3 Months)

Asset Type
📈 Stock
Fee Rate
FREE
Total Volume
$65,125.98
Estimated Fees
$0.00
Gross P&L
$-1,320.27
Net P&L (after fees)
$-1,320.27
Gross Return
-11.37%
Net Return (after fees)
-11.37%

✅ 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

📈 ISRG 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: 61 trading days 🎯 Trade markers show BUY (▲) and SELL (▼) points

Trade History (Last 3 Months - 4 trades)

How to Read This Table

Each row is one complete trade cycle (BUY → HOLD → SELL). Surge PRO had $11,613.39 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 Feb 9, 2026 2:15pm ET $492.51 0 $0.00 — — —
🔴 SELL Feb 10, 2026 2:45pm ET $497.94 0 $0.00 $11,738.28 +$124.89
(+1.1%) 		END_OF_DAY
0m held
2 🟢 BUY Mar 23, 2026 9:30am ET $488.14 24 $11,715.48 — — —
🔴 SELL Mar 26, 2026 9:30am ET $468.20 24 $11,236.78 $11,259.58 $-478.70
(-4.1%) 		🛑 -10% Stop
3d held
3 🟢 BUY Apr 8, 2026 9:30am ET $469.99 23 $10,809.77 — — —
🔴 SELL Apr 10, 2026 9:50am ET $450.06 23 $10,351.38 $10,801.19 $-458.39
(-4.2%) 		🛑 -10% Stop
2d held
4 🟢 BUY Apr 17, 2026 9:30am ET $467.84 23 $10,760.32 — — —
🔴 SELL May 5, 2026 1:00pm ET $445.75 23 $10,252.25 $10,293.12 $-508.07
(-4.7%) 		🛑 -10% Stop
18.1d held
Started with: $10,000.00
Total Invested: $10,000.00
Ended with: $10,293.12
Net Profit/Loss: +$293.12
Total Return: +2.93%
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