JANA PARTNERS LLC
What you'd have made by mirroring JANA PARTNERS LLC's public 13F filings, starting with $10,000 on Aug 14, 2013 and rebalancing at every disclosure through May 31, 2026.
Equity curve
$10,000 mirrored · vs EFARisk profile
Weekly mirror returns vs EFA · rf ≈ 4%Drawdown
Underwater curve — distance below running peakLargest drawdown: -42.8% from 2020-01-01 to 2020-03-18 · recovered 2020-08-26.
Style decomposition
R² 29% · 668 weekly obsMultivariate regression of weekly mirror excess return on five style factors built from the benchmark ETFs: SPY (market), IWM−SPY (size), QQQ−SPY (growth), EFA−SPY (international), AGG−SPY (bonds). The intercept is the “true alpha” after stripping these passive tilts. ✓ marks loadings whose |t-stat| ≥ 2 (≈ 95% confidence the loading is non-zero).
Rolling 1y alpha
Trailing 52w mirror return − EFA returnWhether the headline alpha was earned recently or decades ago. Bands above the zero line are quarters where the mirror beat EFA on a trailing-year basis; bands below are quarters where it lost ground. A flat positive line = steady outperformance; a curve that crosses often = regime-dependent strategy.
Realized P&L · closed trades
Cumulative profit from positions opened and later soldBiggest closed trades
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