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Congress: members

Gary J. Palmer

Backtest from 23 May 2016 to 2 Nov 2026 · weekly · hypothetical

Watch this strategy
Return a year
+5.3%
S&P 500 +15.1%
Last 12 months
+1.6%
S&P 500 +12.1%
Sharpe ratio
0.23
S&P 500 0.77
Biggest drop
−39.5%
S&P 500 −31.8%
$10.0k$20.0k$40.0k 201620182020202220242026 $43.6k$17.2k
Gary J. PalmerS&P 500 $10,000 in Gary J. Palmer from 23 May 2016 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. Gary J. Palmer (Republican, AL) 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.

Gary J. Palmer's trades →

Key statistics

MeasureStrategyS&P 500
Return a year (compound)+5.3%+15.1%
Total return+72%+336%
Last 12 months+1.6%+12.1%
Last 3 months+3.8%—
Last month−3.7%—
This year so far+2.3%—
Volatility a year22.7%16.8%
Sharpe ratio0.230.77
Biggest drop−39.5%−31.8%
Beta to the S&P 5000.721.00
Alpha a year (t-statistic)−4.1% (−0.68)—
Share of weeks up52%—

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. 208 reported trades were copied.

Insights

CompanyWeightHeld sinceReturn since
EQH53.7%6 May 2025+12.3%
T46.3%22 Jul 2020+41.9%
PeriodReturn a yearS&P 500SharpeS&P 500Biggest dropBetaAlpha (t)
Whole backtest23 May 2016 to 2 Nov 2026+5.3%+15.1%0.230.77−39.5%0.72−4.1% (−0.68)
2018 onwards5 Jan 2018 to 2 Nov 2026+5.2%+13.9%0.220.66−38.3%0.72−3.5% (−0.52)
Last three years3 Nov 2023 to 2 Nov 2026+22.6%+21.8%0.941.16−21.6%0.25+13.6% (1.27)
Last year7 Nov 2025 to 2 Nov 2026+5.8%+14.2%0.180.84−14.4%0.22+1.6% (0.08)
DateCompanyAction
6 May 2025EQHBought
22 Jul 2020TBought
17 Oct 2019VRTXBought
17 Oct 2019IRBought
17 Oct 2019CSCOBought
17 Oct 2019CMIBought
17 Oct 2019CCIBought
17 Oct 2019CAKEBought
17 Oct 2019BKEBought
17 Oct 2019BIIBBought
17 Oct 2019BCEBought
17 Oct 2019ADMBought
10 Oct 2018NTRSBought
1 Oct 2018XPOBought
1 Oct 2018WMTBought
1 Oct 2018WDCBought
1 Oct 2018VLOBought
1 Oct 2018VBought
1 Oct 2018UHALBought
1 Oct 2018UALBought
1 Oct 2018TSNBought
1 Oct 2018TROWBought
1 Oct 2018TMUSBought
1 Oct 2018TJXBought
1 Oct 2018THOBought

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

DateCompanyAction
22 Jul 2020XPOSold
22 Jul 2020WMTSold
22 Jul 2020WDCSold
22 Jul 2020VRTXSold
22 Jul 2020VSold
22 Jul 2020TGTSold
22 Jul 2020STTSold
22 Jul 2020SPGISold
22 Jul 2020SBRASold
22 Jul 2020ROSTSold
22 Jul 2020MSSold
22 Jul 2020MCKSold
22 Jul 2020IRSold
22 Jul 2020INTUSold
22 Jul 2020HPQSold
22 Jul 2020GOOGLSold
22 Jul 2020GMESold
22 Jul 2020FSold
22 Jul 2020EXPESold
22 Jul 2020CVISold
22 Jul 2020CSCOSold
22 Jul 2020CMPSold
22 Jul 2020CMISold
22 Jul 2020CCISold
22 Jul 2020CAKESold

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