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Ed Case

Buy what Ed Case discloses buying, one unit of capital per purchase, entered at the first close after the disclosure becomes public. A disclosed sale closes every open lot of that ticker.

Hypothetical performance

Hypothetical performance summary

Cumulative return
+24.43%
SPY over the same window
+15.26%
RSP over the same window
+13.59%
Excess vs SPY
+9.1720 pp
Excess vs RSP
+10.8410 pp
Entries
11
Hypothetical history
164 days

Exits: 0 closed by a disclosed sale · 11 still open at the as-of · 0 forced by a series that ends early · 0 never opened because the closing sale was disclosed the same day.

First entry 2026-03-16 · prices as of 2026-08-27 · methodology v1.0.0 · how this is computed

Hypothetical performance

Cumulative hypothetical return for Ed Case against SPY and RSP, from 2026-03-16 to 2026-08-27. The trade log below this chart carries every figure it draws.SPYRSPThis ruleRule2026-03-162026-08-27

This rule +24.43% · SPY +15.26% · RSP +13.59% over the same window.

Hypothetical performance

Trade log

Every disclosure this rule saw — 11 records, including the 0 it could not act on and why. Each row links to the filing it came from.

TickerDisclosedTransactedEntryExitReturnOutcome
AAPL2026-03-142026-02-122026-03-16 @ 252.822026-08-27 @ 314.58+24.43%Open at the as-of
AAPL2026-04-062024-05-162026-04-07 @ 253.52026-08-27 @ 314.58+24.09%Open at the as-of
AAPL2026-04-062024-08-152026-04-07 @ 253.52026-08-27 @ 314.58+24.09%Open at the as-of
AAPL2026-04-062024-11-142026-04-07 @ 253.52026-08-27 @ 314.58+24.09%Open at the as-of
AAPL2026-04-062025-02-132026-04-07 @ 253.52026-08-27 @ 314.58+24.09%Open at the as-of
AAPL2026-04-062025-05-152026-04-07 @ 253.52026-08-27 @ 314.58+24.09%Open at the as-of
AAPL2026-04-062025-08-142026-04-07 @ 253.52026-08-27 @ 314.58+24.09%Open at the as-of
AAPL2026-04-062025-11-132026-04-07 @ 253.52026-08-27 @ 314.58+24.09%Open at the as-of
AAPL2026-05-312026-05-142026-06-01 @ 306.312026-08-27 @ 314.58+2.70%Open at the as-of
AAPL2026-08-182026-08-122026-08-19 @ 316.832026-08-27 @ 314.58−0.71%Open at the as-of
AAPL2026-08-182026-08-132026-08-19 @ 316.832026-08-27 @ 314.58−0.71%Open at the as-of
Ed Case · Strategies · Desq Long