Suggestion for better UX:
The Portfolio Summary page should provide a better representation under the investments title, this doesn’t tell the user which period the numbers and trends being represented. Right aligned from title should have daily or similar. And represented as a drop down or; A step up from that should show the metrics based on which period is selected from the line chart at the top.
Reason for this suggestion is from an accessibility standpoint users do not have clarity on what period of time the data is representing, this needs to be clear and concise.