Democratic · House · WA
Suzan K. DelBene'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
$16.7M
Unrealized P&L
$4.2M
+33.1%
Realized P&L
$3.1M
Open Positions
1
Performance vs S&P 500
1M
+10.9%
SPY +9.1%
α +1.8%
3M
+0.4%
SPY +6.3%
α -5.9%
6M
-18.0%
SPY +8.2%
α -26.2%
1Y
-5.3%
SPY +30.5%
α -35.8%
3Y
+35.2%
SPY +79.5%
α -44.3%
5Y
+64.0%
SPY +73.0%
α -9.0%
All
+296.7%
SPY +143.3%
α +153.4%
Head-to-head with S&P 500
Live Holdings1 positions
| Ticker | Shares | Current | Value | Return |
|---|---|---|---|---|
| 40,314 | $414.28 | $16.7M | +33.1% |
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 →
