Performance
Performance Engine
Expected versus actual, always honest. Growth from new capital is separated from growth from returns.
Avg vs Expected
−2.83%
Across active strategies
Capital Added
$45.00K
Not investment return
Fees & Costs
$3,420
Trailing 12 months
Strategies Tracked
3
Active
Strategy Performance
Underperformance is shown, not hidden
| Strategy | Expected | Actual | Variance | Benchmark | Capital Added | Fees |
|---|---|---|---|---|---|---|
| Growth Strategy Alpha | +11.40% | +12.80% | ▲ 1.40% | +9.60% | $20.00K | $1,240 |
| Treasury Defense | +5.10% | +4.80% | ▼ 0.30% | +4.40% | $0.00 | $320 |
| Ecosystem Reinvestment | +15.80% | +6.20% | ▼ 9.60% | +9.60% | $25.00K | $1,860 |
What changed
Ecosystem Reinvestment is 9.6 points below its expected scenario because DCSI distribution timing slipped a quarter. Growth Strategy Alpha is ahead of both expectation and benchmark, though 20% of that gain reflects added capital rather than return.