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
$20.1M
Unrealized P&L
$7.6M
+60.6%
Realized P&L
$3.1M
Open Positions
1
Performance vs S&P 500
1M
+2.7%
SPY +0.6%
α +2.2%
3M
+41.9%
SPY +4.6%
α +37.3%
6M
+40.3%
SPY +21.1%
α +19.2%
1Y
-1.7%
SPY +15.8%
α -17.5%
3Y
+60.4%
SPY +80.3%
α -19.9%
5Y
+60.8%
SPY +67.8%
α -7.0%
All
+378.4%
SPY +153.3%
α +225.1%
Head-to-head with S&P 500
Live Holdings1 positions
| Ticker | Shares | Current | Value | Return |
|---|---|---|---|---|
| 40,314 | $499.77 | $20.1M | +60.6% |
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 →
