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

Yield Stress's Analysis

Last Year: 2025-05-06 to present • 7 trades in period

+14.84%
Last Year Return
$12,540.21
Current Value
100%
Win Rate
$10,919.94
Period Start
Login to Apply
PHASE 0: RANGING
Signals generated 2026-05-06 05:17:01

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)
41.2 neutral
20d Trend
-2.2%
5d Trend
-1.3%
EMA20 Dist
-1.9%
ATR%
1.8%
Range Pos
63%
Bounce Ratio
0.9×
Green/Red 10d
5/5
🌍 Geophysical Tilt: Storm regime: volume-spike & macro strategies historically +3% differential. Sentiment strategies struggle.

Strategy Score Scored Apr 23, 2026

30
Lifetime
Confidence: 44%

Quality Components

Return-to-Risk
17.8/35
Total Return
11.8/25
Win Rate
15.0/15
Profit Factor
15.0/15
Consistency
10.0/10
Raw Quality 69.6/100
× Confidence 0.44 = 30.3

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 (44%) 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 Year)

Hybrid data: Historical backfill + Yahoo/Alpaca (live) - verifiable market data
Data Source
Yahoo + Alpaca
Candles in Period
40,172
Timeframe
5-Minute Bars
Period Range
2025-05-06 → 2026-05-05
Trading Days
265 days
Data Gaps
None (10 market holidays)

Market Closed (10 days)

2025-05-26 — Memorial Day, 2025-06-19 — Juneteenth, 2025-07-04 — Independence Day, 2025-09-01 — Labor Day, 2025-11-27 — Thanksgiving, 2025-12-25 — Christmas Day, 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 (Last Year)

Period Start Capital
$10,919.94
Current Value
$12,540.21
Period P&L
$1,620.27
Max Drawdown
-0.0%
Sharpe Ratio
1.26

Trade Statistics (Last Year)

Trades in Period
7
Winners / Losers
7 / 0
Best Trade
+4.93%
Worst Trade
+0.16%
Avg Trade Return
+2.01%
Avg Hold Time
4.8d

💰 Trading Cost Analysis (Alpaca Fees) (Last Year)

Asset Type
📈 Stock
Fee Rate
FREE
Total Volume
$164,081.75
Estimated Fees
$0.00
Gross P&L
$1,620.27
Net P&L (after fees)
$1,620.27
Gross Return
+14.84%
Net Return (after fees)
+14.84%

✅ 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

📈 IWM 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: 265 trading days 🎯 Trade markers show BUY (▲) and SELL (▼) points

Trade History (Last Year - 7 trades)

How to Read This Table

Each row is one complete trade cycle (BUY → HOLD → SELL). Yield Stress had $10,919.94 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 May 21, 2025 1:20pm ET $204.21 53 $10,919.94 — — —
🔴 SELL May 27, 2025 3:55pm ET $207.70 53 $11,106.56 $11,106.56 +$186.62
(+1.7%) 		TIME_EXIT
0m held
2 🟢 BUY Aug 1, 2025 9:30am ET $215.43 52 $11,106.56 — — —
🔴 SELL Aug 6, 2025 3:55pm ET $220.58 52 $11,372.07 $11,372.07 +$265.51
(+2.4%) 		TIME_EXIT
0m held
3 🟢 BUY Oct 10, 2025 11:00am ET $242.00 47 $11,372.07 — — —
🔴 SELL Oct 15, 2025 3:55pm ET $250.34 47 $11,763.98 $11,763.98 +$391.91
(+3.4%) 		TIME_EXIT
0m held
4 🟢 BUY Oct 16, 2025 12:30pm ET $245.89 48 $11,763.98 — — —
🔴 SELL Oct 21, 2025 3:55pm ET $246.98 48 $11,816.13 $11,816.13 +$52.15
(+0.4%) 		TIME_EXIT
0m held
5 🟢 BUY Nov 4, 2025 9:30am ET $241.23 49 $11,816.13 — — —
🔴 SELL Nov 7, 2025 3:55pm ET $241.61 49 $11,834.50 $11,834.50 +$18.37
(+0.2%) 		TIME_EXIT
0m held
6 🟢 BUY Nov 20, 2025 11:50am ET $233.62 51 $11,834.50 — — —
🔴 SELL Nov 25, 2025 3:55pm ET $245.13 51 $12,417.56 $12,417.56 +$583.06
(+4.9%) 		TIME_EXIT
0m held
7 🟢 BUY Jan 20, 2026 9:30am ET $262.23 47 $12,417.56 — — —
🔴 SELL Jan 23, 2026 3:55pm ET $264.82 47 $12,540.21 $12,540.21 +$122.65
(+1.0%) 		TIME_EXIT
0m held
Started with: $10,000.00
Total Invested: $10,000.00
Ended with: $12,540.21
Net Profit/Loss: +$2,540.21
Total Return: +25.40%
Back to Yield Stress