Republican · House · OH
Robert E. Latta'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
$214K
Unrealized P&L
$69K
+47.6%
Realized P&L
$0
Open Positions
1
Performance vs S&P 500
1M
+14.3%
SPY +3.2%
α +11.1%
3M
+27.6%
SPY +4.7%
α +22.9%
6M
+23.9%
SPY +11.7%
α +12.2%
1Y
+39.6%
SPY +21.6%
α +18.0%
3Y
+66.8%
SPY +73.8%
α -7.1%
5Y
+50.2%
SPY +75.0%
α -24.8%
All
+54.8%
SPY +169.3%
α -114.5%
Head-to-head with S&P 500
Live Holdings1 positions
| Ticker | Shares | Current | Value | Return |
|---|---|---|---|---|
| 6,247 | $34.25 | $214K | +47.5% |
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 →
