Congress Watch

Backtest copying a member of Congress

Pick a politician and see what would have happened if you had bought and sold the same stocks a few days after each filing became public. The simulation only uses information that was public at that moment.

Katie Britt: 2026-01-01 to 2026-11-10

$10,000 invested became $10,883 by copying Katie Britt, against $10,799 in the S&P 500: 0.8 percentage points ahead of the index.

+8.8%copy portfolio return
+8.0%S&P 500 return
-4.1%worst drop
13trades executed

On average 52% of the money was invested. On the 198 days stocks were held, the copied holdings returned +19.2% a year against +8.4% for the S&P 500 over the same days.

Value of the portfolio copying Katie Britt versus the S&P 5009,1289,73110,33410,93711,5402026-012026-062026-11Copy portfolioS&P 500 (SPY)Buy AAPL, 2026-01-29Buy AMZN, 2026-01-29Buy EOG, 2026-01-29Buy GOOG, 2026-01-29Buy JPM, 2026-01-29Buy MSFT, 2026-01-29Buy NVDA, 2026-01-29Buy UNH, 2026-01-29Buy UPS, 2026-01-29Buy V, 2026-01-29Buy WMT, 2026-01-29Buy XOM, 2026-01-29Sell JPM, 2026-02-02

Portfolio value (teal) and the same deposits in SPY (red). Green dots are copied purchases and red dots copied sales (at most 300 are drawn). Returns are time-weighted, so deposits do not count as gains.

Gain or loss by month

Monthly return copying Katie BrittJanFebMarAprMayJunJulAugSepOctNovDec2026Jan 2026: -0.2%Feb 2026: +0.3%Mar 2026: -1.0%Apr 2026: +6.3%May 2026: +0.4%Jun 2026: -2.1%Jul 2026: +3.7%Aug 2026: +0.3%Sep 2026: -0.9%Oct 2026: +3.6%Nov 2026: -1.4%Dec 2026: no activity

Monthly return of the whole portfolio, cash included. Green months gained, red months lost; darker means a bigger move.

Copied trades by month

Copied trades per month, Katie BrittJanFebMarAprMayJunJulAugSepOctNovDec2026Jan 2026: 12 tradesFeb 2026: 1 tradeMar 2026: 0 tradesApr 2026: 0 tradesMay 2026: 0 tradesJun 2026: 0 tradesJul 2026: 0 tradesAug 2026: 0 tradesSep 2026: 0 tradesOct 2026: 0 tradesNov 2026: 0 tradesDec 2026: no activity

Buys and sells the simulation executed each month; darker means more.

Biggest winners and losers

Best positionsProfit
UNH$181
AAPL$165
EOG$159
Worst positionsProfit
GOOG$-82
NVDA$-11
JPM$3

What was left out

The latest disclosure is dated 2026-11-05. Trades filed after that date are not in the dataset yet.

AAPL: no price bar on 2 trading day(s) while held; valued at the last close.

AMZN: no price bar on 2 trading day(s) while held; valued at the last close.

EOG: no price bar on 2 trading day(s) while held; valued at the last close.

GOOG: no price bar on 2 trading day(s) while held; valued at the last close.

MSFT: no price bar on 2 trading day(s) while held; valued at the last close.

NVDA: no price bar on 2 trading day(s) while held; valued at the last close.

UNH: no price bar on 2 trading day(s) while held; valued at the last close.

UPS: no price bar on 2 trading day(s) while held; valued at the last close.

V: no price bar on 2 trading day(s) while held; valued at the last close.

WMT: no price bar on 2 trading day(s) while held; valued at the last close.

XOM: no price bar on 2 trading day(s) while held; valued at the last close.

6 copy order(s) were rejected; see the transaction log for each reason.

3 disclosed trade(s) were excluded: 2 unsupported asset type; 1 executes before the backtest start.

Hypothetical result with a 3-day delay, 5 basis points slippage, no fees and no leverage. See the methodology. Not investment advice.