Month to date is wrong

P123 staff - I created a new port on December 31,2020. It is now giving me wrong numbers for the month to date for both the portfolio and benchmark. The month-to-date should be 1.45% not 0.47%. The port can be found here: https://www.portfolio123.com/performance_stats.jsp?portid=1634679


YTD.gif

P123 - please don’t forget about this issue. It is a big deal for me. I have three ports + three copies. The three copies are showing different month-to-date performance than the originals.

Sorry, I forgot to follow up on your post after I worked on it on Monday.
The starting period is being extended whenever the inception date is within a week of the end of a month.
This logic was only intended for annual performance. The fix will be deployed later today.

Thanks!