Summary is the screen Capitally opens a project on: two headline panes covering what you own, what it has returned and what it pays you, a chart under them, and widgets for your biggest movers and your income. Portfolio is where you take those numbers apart.
Each headline pane is a filter you choose from the dropdown beside its name. The left one starts on All assets, the right on Liquid assets — which leaves out real estate, valuables, art, ventures, private equity, loans and mortgages, so a property you have just added is missing from that pane by design. The left pane's filter also scopes everything below the chart.
Every figure on a pane is a link into Portfolio, already set up to explain itself and carrying that pane's filter with it.
Why a figure differs from Portfolio
Summary and Portfolio share nothing — not the filter, not the period, not the benchmark. Line those up and the figures reconcile. Three differences account for most of it.
Currency. Summary always renders in the project's default currency and has no currency selector, so set Portfolio's to Use project currency when you compare. To read Summary itself in another currency, change the project's default currency. Your transactions keep the currencies they were entered in either way.
Benchmarks. Summary shows the difference between your return and the benchmark's; Portfolio shows the benchmark's own return. A benchmark returning -8.18% against your +10% reads as +18.18%, above, on Summary — and as -8.18% plotted next to your +10% in Portfolio.
max and hold. Neither has a fixed start date: the range is whatever the positions in view span, so it follows the filter each pane is on. Pick a concrete period — 5y, ytd, 2020 : 2023 — while reconciling. max ends today; hold runs to the last date your data covers, which is later than today if you have transactions dated in the future.
If a returns figure still does not tie out, the cause is usually the arithmetic rather than the view: these are period deltas, not all-time totals. See Portfolio metrics and Calculating returns.