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GET
/
wealth
/
accounts
/
{account_id}
/
reports
/
benchmark
Get benchmark comparison report
curl --request GET \
  --url https://api.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
      ]
    }
  }
}

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