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GET
/
wealth
/
accounts
/
{account_id}
/
portfolios
/
{portfolio_id}
/
performance
Get portfolio performance
curl --request GET \
  --url https://api.bluumfinance.com/v1/wealth/accounts/{account_id}/portfolios/{portfolio_id}/performance \
  --header 'Authorization: Basic <encoded-value>'
{
  "portfolio_id": "port_a1b2c3d4e5f6",
  "period": {
    "start_date": "2024-01-15",
    "end_date": "2025-01-15",
    "label": "1y"
  },
  "returns": {
    "time_weighted_return": "12.50",
    "money_weighted_return": "11.80",
    "total_return": "15000.00",
    "annualized_return": "12.50"
  },
  "benchmark_comparison": {
    "benchmark_symbol": "SPY",
    "benchmark_name": "S&P 500 ETF",
    "benchmark_return": "10.20",
    "alpha": "2.30",
    "tracking_error": "3.50"
  },
  "risk_metrics": {
    "volatility": "14.50",
    "sharpe_ratio": "0.86",
    "max_drawdown": "-8.20",
    "max_drawdown_date": "2024-08-05",
    "beta": "0.95"
  },
  "period_breakdown": {
    "starting_value": "100000.00",
    "ending_value": "125000.00",
    "net_contributions": "10000.00",
    "net_withdrawals": "0.00",
    "investment_gains": "15000.00",
    "dividends_received": "2500.00",
    "fees_paid": "250.00"
  },
  "value_history": [
    {
      "date": "2024-01-15",
      "value": "100000.00"
    },
    {
      "date": "2024-07-15",
      "value": "110000.00"
    },
    {
      "date": "2025-01-15",
      "value": "125000.00"
    }
  ]
}

Authorizations

Authorization
string
header
required

HTTP Basic Authentication using the API Key as username and API Secret as password.

Path Parameters

account_id
string<uuid>
required
portfolio_id
string<uuid>
required

Query Parameters

period
enum<string>
default:1y

Performance period

Available options:
1d,
1w,
1m,
3m,
6m,
ytd,
1y,
3y,
5y,
all
start_date
string<date>

Custom start date (overrides period)

end_date
string<date>

Custom end date

benchmark
string

Benchmark symbol for comparison (e.g., SPY)

Response

Portfolio performance retrieved successfully

Portfolio performance metrics

portfolio_id
string<uuid>
currency
string

ISO 4217 currency code for all monetary values

Example:

"USD"

period
object
returns
object
benchmark_comparison
object
risk_metrics
object
period_breakdown
object
value_history
object[]