Portfolio X-Ray API

OutputPerformanceStandardizedReturnsTimePeriodItem

object
Idstring

Allowed values:QuarterToDateYearToDateMonth1Month3Month6Year1Year2Year3Year5Year10SinceInception

Marketnumber(double)
Navnumber(double)
Example

OutputPerformanceTrailingReturns

object

Annualized trailing returns for the portfolio and benchmark, looking backward from the analysis end date.

AsOfDatestring(date-time)

End date of analysis.

Portfolioobject
Show Child Parameters
Benchmarkobject
Show Child Parameters
Example

OutputPerformanceTrailingReturnsItem

object
TimePeriodarray[object]
Show Child Parameters
Example

OutputPortfolioBenchmark

object

Portfolio benchmark data.

Typestring

Benchmark type.

Allowed values:StandardAutoAssetAutoCategoryCustom

Holdingsarray[object]
Show Child Parameters
Example

OutputPortfolioBenchmarkHolding

object
SecurityIdstring

Unique identifier of a security.

Weightnumber(double)

Percentage of portfolio assets allocated to this holding.

Example