Democratic · House · MN
Kelly Louise Morrison's stock portfolio and returns vs the S&P 500, built from publicly disclosed congressional trades. Simulated using FIFO position matching and time-weighted returns.
Portfolio Value
$199K
Unrealized P&L
$69K
+53.4%
Realized P&L
-$1K
Open Positions
2
Performance vs S&P 500
1M
+11.5%
SPY +9.1%
α +2.4%
3M
+7.2%
SPY +6.3%
α +0.9%
6M
+8.6%
SPY +8.2%
α +0.4%
1Y
+43.5%
SPY +30.5%
α +13.0%
3Y
+22.6%
SPY +23.8%
α -1.2%
5Y
+22.6%
SPY +23.8%
α -1.2%
All
+22.6%
SPY +23.8%
α -1.2%
Head-to-head with S&P 500
Live Holdings2 positions
About this simulation
This portfolio is a simulation built from publicly disclosed STOCK Act filings. Since politicians only report trade amounts as ranges (e.g., “$1,001 - $15,000”), we use the midpoint of each range and the closing price on the trade date to estimate share counts. Returns are calculated using Time-Weighted Return (TWR), the industry standard for measuring stock-picking skill independent of cash flow timing. Read the full methodology →
