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
$14.9M
Unrealized P&L
$2.3M
+18.6%
Realized P&L
$3.1M
Open Positions
1
Performance vs S&P 500
1M
-11.7%
SPY -0.8%
α -10.9%
3M
-1.4%
SPY +14.0%
α -15.4%
6M
-24.7%
SPY +7.8%
α -32.5%
1Y
-24.4%
SPY +24.0%
α -48.5%
3Y
+9.7%
SPY +71.8%
α -62.2%
5Y
+35.3%
SPY +72.7%
α -37.4%
All
+251.0%
SPY +145.6%
α +105.5%
Head-to-head with S&P 500
Live Holdings1 positions
| Ticker | Shares | Current | Value | Return |
|---|---|---|---|---|
| 40,314 | $369.09 | $14.9M | +18.6% |
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 →
