Total Return — {{ b.period_label }}

Ending value	${{ "{:,.2f}".format(b.ending_value\|float) }}
− Starting value	−${{ "{:,.2f}".format(b.starting_value\|float) }}{% if not b.is_lifetime %} (account value at period start){% endif %}
− Contributions	−${{ "{:,.2f}".format(b.contributions\|float) }} (deposits − withdrawals this period)
= Total Return	{% if b.total_return < 0 %}−{% else %}+{% endif %}${{ "{:,.2f}".format(b.total_return\|float\|abs) }}

Decomposition:

Realized P/L (period)	{% if b.realized_in_period < 0 %}−{% else %}+{% endif %}${{ "{:,.2f}".format(b.realized_in_period\|float\|abs) }}
Δ Unrealized (period)	{% if b.delta_unrealized_residual < 0 %}−{% else %}+{% endif %}${{ "{:,.2f}".format(b.delta_unrealized_residual\|float\|abs) }}
	{% if b.total_return < 0 %}−{% else %}+{% endif %}${{ "{:,.2f}".format(b.total_return\|float\|abs) }}

Δ Unrealized is computed as a residual (Total Return − Realized) — it differs from the standalone Unrealized P/L tile, which always shows current open unrealized regardless of period.

⚠ This is informational only. Consult a tax professional before filing.

Realized P/L (period)	{% if b.realized_in_period < 0 %}−{% else %}+{% endif %}${{ "{:,.2f}".format(b.realized_in_period\|float\|abs) }}
Δ Unrealized (period)	{% if b.delta_unrealized_residual < 0 %}−{% else %}+{% endif %}${{ "{:,.2f}".format(b.delta_unrealized_residual\|float\|abs) }}
	{% if b.total_return < 0 %}−{% else %}+{% endif %}${{ "{:,.2f}".format(b.total_return\|float\|abs) }}