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GET
/
wealth
/
accounts
/
{account_id}
/
portfolios
/
{portfolio_id}
/
performance
Get portfolio performance
curl --request GET \
  --url https://service.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"
    }
  ]
}

Documentation Index

Fetch the complete documentation index at: https://docs.bluumfinance.com/llms.txt

Use this file to discover all available pages before exploring further.

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[]