Congress: members

Debbie Dingell

Backtest from 15 May 2015 to 2 Nov 2026 · weekly · hypothetical

Return a year: +14.6%
Last 12 months: +13.1%
Sharpe ratio: 0.77
Biggest drop: −29.7%

Debbie DingellS&P 500 $10,000 in Debbie Dingell from 15 May 2015 against the S&P 500 (total return) over the same dates, marked weekly, log scale. Hypothetical: before taxes and trading costs.

About

Mirrors the disclosed stock holdings of Rep. Debbie Dingell (Democrat, MI) and family. It buys on the first trading day after each report is filed, sized by the middle of the value band reported, starts from the holdings listed in the member's annual disclosure report once that report is public, and holds each position until a sale is reported. Call options count as the stock until they expire. Members often report weeks or months late, so this is what a follower could actually have done.

Debbie Dingell's trades →

Key statistics

Measure	Strategy	S&P 500
Return a year (compound)	+14.6%	+13.6%
Total return	+375%	+330%
Last 12 months	+13.1%	+12.1%
Last 3 months	+3.3%	—
Last month	+4.3%	—
This year so far	+10.7%	—
Volatility a year	16.6%	16.6%
Sharpe ratio	0.77	0.71
Biggest drop	−29.7%	−31.8%
Beta to the S&P 500	0.93	1.00
Alpha a year (t-statistic)	+1.6% (0.96)	—
Share of weeks up	59%	—

Sharpe ratio uses returns above the 3-month Treasury bill rate. Alpha is the yearly return left after allowing for the strategy's exposure to the S&P 500 (CAPM); a t-statistic below about 2 means it cannot be told apart from luck. 163 reported trades were copied.

Insights

Company	Weight	Held since	Return since
AAPL	15.8%	30 Jun 2016	+1450.0%
MSFT	13.6%	15 May 2019	+338.0%
WMT	7.3%	2 Mar 2018	+391.7%
GOOGL	5.8%	30 Jun 2016	+713.2%
BX	5.1%	30 Jun 2016	+678.7%
PG	3.6%	30 Jun 2016	+158.3%
JCI	3.6%	30 Nov 2016	+304.9%
UNH	3.6%	30 Jun 2016	+233.9%
COST	3.6%	6 May 2016	+744.0%
RTX	3.3%	30 Jul 2021	+160.0%
AMZN	3.2%	30 Jun 2016	+595.3%
ARCC	3.1%	16 Jun 2016	+261.8%
HD	3.0%	1 Apr 2016	+225.9%
PEP	3.0%	30 Nov 2016	+89.9%
HON	2.6%	5 Jun 2015	+188.8%
AMGN	1.8%	16 May 2023	+128.1%
CSCO	1.7%	9 Jun 2016	+380.1%
JNJ	1.7%	15 May 2019	+142.0%
WM	1.4%	9 Sept 2016	+351.1%
MS	1.4%	17 May 2022	+158.2%
DIS	1.3%	3 Mar 2016	+25.8%
CMCSA	1.1%	17 May 2018	−0.1%
KO	0.8%	16 May 2023	+67.9%
TD	0.8%	12 Apr 2017	+270.3%
MAR	0.7%	6 May 2016	+559.7%
BDX	0.7%	30 Jun 2016	+80.6%
UBSI	0.7%	15 Jun 2017	+77.8%
PFE	0.7%	3 Mar 2016	+74.5%
EMR	0.7%	30 Jun 2016	+313.3%
CTVA	0.7%	14 Aug 2020	+204.4%
MDT	0.6%	13 Sept 2017	+54.7%
ALC	0.5%	18 Nov 2019	+27.9%
ABT	0.5%	9 Jun 2016	+246.3%
IBM	0.5%	17 May 2022	+116.2%
ALLY	0.5%	2 Aug 2018	+86.4%
SOLS	0.3%	18 May 2026	−28.0%
LYB	0.2%	13 Apr 2016	+35.4%
DOW	0.2%	14 Aug 2020	+6.3%
Q	0.2%	18 May 2026	−22.5%
DD	0.2%	14 Aug 2020	+117.4%

Period	Return a year	S&P 500	Sharpe	S&P 500	Biggest drop	Beta	Alpha (t)
Whole backtest15 May 2015 to 2 Nov 2026	+14.6%	+13.6%	0.77	0.71	−29.7%	0.93	+1.6% (0.96)
2018 onwards5 Jan 2018 to 2 Nov 2026	+15.3%	+13.9%	0.75	0.66	−29.7%	0.92	+2.0% (1.23)
Last three years3 Nov 2023 to 2 Nov 2026	+18.0%	+21.8%	1.03	1.16	−15.2%	0.81	−0.3% (−0.08)
Last year7 Nov 2025 to 2 Nov 2026	+14.6%	+14.2%	0.91	0.84	−9.1%	0.77	+2.6% (0.39)

Date	Company	Action
18 May 2026	SOLS	Bought
18 May 2026	Q	Bought
16 May 2023	META	Bought
16 May 2023	KO	Bought
16 May 2023	AMGN	Bought
17 May 2022	MS	Bought
17 May 2022	IBM	Bought
30 Jul 2021	RTX	Bought
14 Aug 2020	DOW	Bought
14 Aug 2020	DD	Bought
14 Aug 2020	CTVA	Bought
18 Nov 2019	ALC	Bought
15 May 2019	MSFT	Bought
15 May 2019	JNJ	Bought
2 Aug 2018	ALLY	Bought
20 Jun 2018	VLO	Bought
17 May 2018	CMCSA	Bought
27 Apr 2018	CCI	Bought
2 Mar 2018	WMT	Bought
27 Oct 2017	NWL	Bought
13 Sept 2017	MDT	Bought
24 Aug 2017	IBM	Bought
15 Jun 2017	UBSI	Bought
12 Apr 2017	TD	Bought
23 Mar 2017	NVDA	Bought

Dated on the first trading day after the report was filed, when a follower could have acted.

Date	Company	Action
16 May 2024	META	Sold
3 Jan 2023	SWK	Sold
3 Jan 2023	META	Sold
17 May 2022	KO	Sold
17 May 2022	AMGN	Sold
13 Dec 2021	IP	Sold
30 Jul 2021	IBM	Sold
30 Jun 2021	ABBV	Sold
26 Oct 2020	NVDA	Sold
14 Aug 2020	EPD	Sold
14 Jan 2020	NEE	Sold
18 Nov 2019	DUK	Sold
23 May 2019	VOD	Sold
15 May 2019	VLO	Sold
15 May 2019	DOW	Sold
15 May 2019	DD	Sold
15 Apr 2019	CCI	Sold
3 Jan 2019	XOM	Sold
3 Jan 2019	WMB	Sold
3 Jan 2019	T	Sold
3 Jan 2019	CVX	Sold
31 Oct 2018	SBUX	Sold
31 Oct 2018	MMM	Sold
2 Aug 2018	QCOM	Sold
16 May 2018	FCX	Sold

Dated on the first trading day after the report was filed, when a follower could have acted.

Backtests are hypothetical and use today's listed companies only, which flatters results. Past performance does not predict future returns. This is research, not investment advice. How we backtest