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GET
/
wealth
/
accounts
/
{account_id}
/
reports
/
benchmark
Get benchmark comparison report
curl --request GET \
  --url https://service.bluumfinance.com/v1/wealth/accounts/{account_id}/reports/benchmark \
  --header 'Authorization: Basic <encoded-value>'
{
  "account_id": "3d0b0e65-35d3-4dcd-8df7-10286ebb4b4b",
  "period": "1y",
  "portfolio_return": "12.50",
  "comparisons": [
    {
      "benchmark": "SPY",
      "name": "S&P 500 ETF",
      "return": "10.20",
      "alpha": "2.30",
      "correlation": "0.92",
      "beta": "0.95",
      "tracking_error": "3.50"
    },
    {
      "benchmark": "AGG",
      "name": "Bloomberg US Aggregate Bond",
      "return": "5.10",
      "alpha": "7.40",
      "correlation": "0.35",
      "beta": "0.20",
      "tracking_error": "12.00"
    }
  ],
  "chart_data": {
    "dates": [
      "2024-01-15",
      "2024-04-15",
      "2024-07-15",
      "2024-10-15",
      "2025-01-15"
    ],
    "portfolio": [
      100,
      103.5,
      107.2,
      109.8,
      112.5
    ],
    "benchmarks": {
      "SPY": [
        100,
        102.8,
        105.5,
        108.1,
        110.2
      ],
      "AGG": [
        100,
        101.2,
        102.5,
        103.8,
        105.1
      ]
    }
  }
}

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

Query Parameters

benchmarks
string

Comma-separated benchmark symbols (e.g., "SPY,AGG")

period
enum<string>
default:1y

Comparison period

Available options:
1m,
3m,
6m,
ytd,
1y,
3y,
5y

Response

Benchmark comparison report generated successfully

Portfolio benchmark comparison

account_id
string<uuid>
period
string
portfolio_return
string
comparisons
object[]
chart_data
object