Ed Case Stock Portfolio

Simulatedⓘ

Democratic · House · HI

Ed Case'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

$242K

Unrealized P&L

$103K

+74.3%

Realized P&L

Open Positions

Performance vs S&P 500

+4.9%

SPY +0.6%

α +4.3%

+33.7%

SPY +4.6%

α +29.1%

+38.4%

SPY +21.1%

α +17.3%

+8.3%

SPY +15.8%

α -7.6%

+76.5%

SPY +80.3%

α -3.8%

+83.9%

SPY +73.0%

α +11.0%

All

+118.8%

SPY +83.6%

α +35.2%

Head-to-head with S&P 500

Live Holdings2 positions

Ticker	Company	Shares	Avg Cost	Current	Value	Weight	Return
MSFT	Microsoft Corporation	298	$251.86	$499.77	$149K	61.4%	+98.4%
AAPL	Apple Inc	278	$230.22	$336.40	$94K	38.6%	+46.1%

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 →