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

Surge PRO's Analysis

Year to Date: 2026-01-01 to present • 8 trades in period

-9.48%
Year to Date Return
$10,293.12
Current Value
38%
Win Rate
$11,371.44
Period Start
Login to Apply
PHASE 0: RANGING
🔄 Transitioning
Signals generated 2026-05-06 07:30:41

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 (Year to Date)

Hybrid data: Historical backfill + Yahoo/Alpaca (live) - verifiable market data
Data Source
Yahoo + Alpaca
Candles in Period
7,157
Timeframe
5-Minute Bars
Period Range
2026-01-02 → 2026-05-05
Trading Days
90 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
$11,371.44
Current Value
$10,293.12
Period P&L
$-1,078.32
Max Drawdown
-12.4%
Sharpe Ratio
-0.44

Trade Statistics (Year to Date)

Trades in Period
8
Winners / Losers
3 / 5
Best Trade
+3.39%
Worst Trade
-4.72%
Avg Trade Return
-1.22%
Avg Hold Time
3.4d

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

Asset Type
📈 Stock
Fee Rate
FREE
Total Volume
$65,125.98
Estimated Fees
$0.00
Gross P&L
$-1,078.32
Net P&L (after fees)
$-1,078.32
Gross Return
-9.48%
Net Return (after fees)
-9.48%

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

Trade History (Year to Date - 8 trades)

How to Read This Table

Each row is one complete trade cycle (BUY → HOLD → SELL). Surge PRO had $11,371.44 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 5, 2026 3:45pm ET $566.89 0 $0.00 — — —
🔴 SELL Jan 6, 2026 10:00am ET $586.12 0 $0.00 $11,756.04 +$384.60
(+3.4%) 		🎯 +5% Target
0m held
2 🟢 BUY Jan 6, 2026 1:00pm ET $589.92 0 $0.00 — — —
🔴 SELL Jan 7, 2026 1:30pm ET $595.58 0 $0.00 $11,863.44 +$107.40
(+1.0%) 		END_OF_DAY
0m held
3 🟢 BUY Jan 22, 2026 1:00pm ET $531.13 0 $0.00 — — —
🔴 SELL Jan 22, 2026 2:55pm ET $525.41 0 $0.00 $11,737.69 $-125.75
(-1.1%) 		🛑 -10% Stop
0m held
4 🟢 BUY Jan 26, 2026 3:05pm ET $531.46 0 $0.00 — — —
🔴 SELL Jan 27, 2026 11:25am ET $525.81 0 $0.00 $11,613.39 $-124.30
(-1.1%) 		🛑 -10% Stop
0m held
5 🟢 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
6 🟢 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
7 🟢 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
8 🟢 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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