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Definition: Accounts Excluded

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The number of accounts that are no longer in the composite calculation for the time series because they no longer meet the secondary criteria.

For example, accounts A, B, and C are assigned to a composite. The secondary criterion specifies to only include accounts with a value > $100.

The first time series is 12/31 – 1/31. Account values as of 1/31 are as follows:

Account A $99
Account B $101
Account C $101

Time series value for Removed accounts is 0.

The second time series is 1/31 – 2/28. Account values as of 2/28 are as follows:

Account A $99
Account B $99
Account C $101

Time series value for Removed accounts is 1.