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Vikkunen t1_jeh2wtl wrote on March 31, 2023 at 11:39 PM

I imagine it's probably looking at returns over a specific period (probably the past 12mo), not necessarily since you opened the account.

Ficklestix OP t1_jeh5bbn wrote on March 31, 2023 at 11:57 PM

It actually clearly states the period that it is calculating, and it's over the lifetime of my account. I think it may be the time-weighted return method that someone else mentioned.