Returns on Shared Portfolios vs Portfolio Report

Bug Reports
1

How should the returns under “Shared Portfolios” reconcile to the numbers available under “Portfolio Report”, or what might explain the difference and should it be drastically different? For instance, my YTD returns are a miserable -14.62% under shared portfolios, whereas my time-weighted YTD return is +0.21% under portfolio report. I don’t recall that the gap has ever been this wide. Thanks.

2

Hi there,

I am seeing your TWR for YTD to be -0.84% which matches Report.

Are you still seeing something different?

Thanks,
Evan