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
$20.2M
Unrealized P&L
$7.7M
+61.1%
Realized P&L
$3.1M
Open Positions
1
Performance vs S&P 500
1M
+30.4%
SPY +3.7%
α +26.7%
3M
+21.2%
SPY +4.6%
α +16.6%
6M
+20.9%
SPY +11.4%
α +9.5%
1Y
-4.0%
SPY +22.3%
α -26.3%
3Y
+53.4%
SPY +72.3%
α -19.0%
5Y
+69.4%
SPY +71.5%
α -2.1%
All
+377.8%
SPY +155.1%
α +222.7%
Head-to-head with S&P 500
Live Holdings1 positions
| Ticker | Shares | Current | Value | Return |
|---|---|---|---|---|
| 40,314 | $501.42 | $20.2M | +61.1% |
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 →
