Inconsistencies Among 3Y (ann.), 5Y (ann.), and 10Y (ann.) Return Calculations

Author: MeliqueCreated Apr 30, 2026Updated May 1, 2026

Hi,

In the metrics function in reports.py, I noticed that the 3-year annualized return and 5-year annualized return are calculated using returns from 35 and 59 months prior, respectively, whereas the 10-year annualized return uses a full 10 years prior instead of 119 months. Could you explain why? Also, for the 3- and 5-year calculations, why is there a 1-month offset?