Performance Analysis
Beefy vs. S&P 500
Welcome to our dedicated performance analysis page, where we delve into the differences between Beefy's investment strategies and the standard S&P 500 index. Our goal is not only to provide transparent, easy-to-understand insights but also to elucidate why the S&P 500 serves as a critical benchmark in evaluating our performance.
Why Compare Against the S&P 500?
The S&P 500 is widely regarded as one of the best single gauges for U.S. equities. An index of 500 leading companies, it is a benchmark that reflects the performance of the broader market and is often used as a barometer for the U.S. economy. By comparing Beefy's tiers against the S&P 500, we aim to demonstrate how our tailored investment strategies stand up against the broader market's performance, highlighting our value in generating superior returns for our investors.
Performance Overview
Beefy categorizes investment opportunities into four distinct tiers: Quinoa Tier, Rib-eye Tier, T-bone Tier, and Tenderloin Tier. Each tier is crafted to meet different investor profiles and risk appetites. Below is a comparative analysis of each Beefy tier against its counterpart in the S&P 500 from 2022 to 2024.
Average Return
Overall Performance (2022-2024)
| Tier | Beefy (%) | S&P 500 (%) |
|---|---|---|
| Quinoa Tier | 3.91 | 3.88 |
| Rib-eye Tier | 5.29 | 4.10 |
| T-bone Tier | 10.33 | 3.42 |
| Tenderloin Tier | 7.85 | 2.08 |
Yearly Breakdown
2022
| Tier | Beefy (%) | S&P 500 (%) |
|---|---|---|
| Quinoa Tier | -1.04 | -2.02 |
| Rib-eye Tier | 2.13 | -1.14 |
| T-bone Tier | 7.03 | 0.33 |
| Tenderloin Tier | 5.17 | 1.92 |
2023
| Tier | Beefy (%) | S&P 500 (%) |
|---|---|---|
| Quinoa Tier | 4.95 | 5.93 |
| Rib-eye Tier | 5.66 | 5.94 |
| T-bone Tier | 11.58 | 4.71 |
| Tenderloin Tier | 8.24 | 1.85 |
2024
| Tier | Beefy (%) | S&P 500 (%) |
|---|---|---|
| Quinoa Tier | 5.00 | 5.64 |
| Rib-eye Tier | 6.55 | 5.37 |
| T-bone Tier | 11.16 | 4.08 |
| Tenderloin Tier | 10.27 | 2.32 |
Why Beefy?
Beefy's consistent outperformance over the S&P 500, particularly in our more aggressive T-bone and Tenderloin Tiers, underscores our ability to deliver superior returns. This is achieved through our rigorous market analysis, strategic asset allocation, and a proactive approach to adapting to market dynamics, all aimed at maximizing investor returns.
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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.