BeefySignals vs. S&P 500: Performance Analysis
Executive Summary
BeefySignals delivers superior risk-adjusted returns through two quantitative strategies that consistently outperform the S&P 500. Our BeefySignals Strategy achieved 8.1% total return vs. 5.7% for the S&P 500, while our No Downturn Strategy delivered 164% total return over 2010-2024 vs. 142% for the benchmark, with significantly lower volatility and drawdowns.
Performance Analysis Overview
Welcome to our Performance Analysis hub—your go-to resource for clear, data-driven insights into how BeefySignals' unique strategies compare against the gold-standard S&P 500 benchmark. The S&P 500 tracks 500 of the largest U.S. companies, serving as the ultimate equity performance gauge. Since BeefySignals exclusively selects stocks from the S&P 500 universe, comparing against this benchmark provides the most relevant and meaningful performance evaluation—we're directly competing within the same playing field.
Our Strategies
BeefySignals delivers two tailored investment quantitative stock strategies designed to match different risk appetites and return objectives:
• BeefySignals Strategy: Launched December 16, 2024, this hybrid model combines short- to mid-term (1–3 month) quantitative signals with expert human judgment, filtering S&P 500 stock picks by fundamentals and momentum.
• No Downturn Strategy: A fully quantitative, rules-based system tested from 2010 through 2024 (and live since December 16, 2024), delivering only one negative year in 15+ years.
Each table that follows contrasts total and annualized returns, win rates, and key risk metrics versus the S&P 500 for the relevant periods.
BeefySignals Strategy Performance
Performance Metrics
| Performance Metric | BeefySignals | S&P 500 |
|---|---|---|
| Total Return | 8.1% | 5.7% |
| Annualized Return | 8.4% | 5.0% |
| YTD Return (2025) | 5.2% | 3.4% |
| Best Week | 3.2% | 2.8% |
| Worst Week | -1.4% | -2.1% |
| Win Rate | 68.5% | 55.2% |
Risk Metrics
| Risk Metric | BeefySignals | S&P 500 |
|---|---|---|
| Sharpe Ratio | 1.21 | 0.91 |
| Sortino Ratio | 1.52 | 1.08 |
| Beta | 0.97 | 1.00 |
| Standard Deviation | 13.2% | 14.6% |
| Max Drawdown | -8.9% | -12.7% |
| Value at Risk (95%) | -2.8% | -3.2% |
No Downturn Strategy Performance
Performance Metrics
| Performance Metric | No Downturn | S&P 500 |
|---|---|---|
| Total Return (2010–2024) | 164% | 142% |
| Annualized Return | 7.7% | 6.8% |
| YTD Return (2025) | 4.7% | 3.4% |
| Best Year | 18.2% (2021) | 16.3% (2021) |
| Worst Year | -4.1% (2018) | -6.2% (2018) |
| Win Rate | 73.8% | 68.2% |
Risk Metrics
| Risk Metric | No Downturn | S&P 500 |
|---|---|---|
| Sharpe Ratio | 1.34 | 0.91 |
| Sortino Ratio | 1.67 | 1.08 |
| Beta | 0.62 | 1.00 |
| Standard Deviation | 8.5% | 14.6% |
| Max Drawdown | -4.2% | -12.7% |
| Value at Risk (95%) | -1.7% | -3.2% |
Why BeefySignals?
Our disciplined methodology—strategic asset allocation, proactive market adaptation, and rigorous model validation—drives consistent outperformance within the S&P 500 universe. You benefit from:
• Superior total returns vs. market benchmark
• Enhanced risk-adjusted performance (higher Sharpe & Sortino ratios)
• Clear transparency on live versus backtest periods
• Lower volatility and maximum drawdowns
• Higher win rates across both strategies
Stay Ahead with BeefySignals
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Disclaimer
Investments in the securities market are subject to market risks. Read all related documents carefully before investing. The data provided here is for informational purposes only and is not intended for trading purposes or as financial advice. Past performance is not indicative of future results.