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GET
/
insights
/
past-performance
cURL
curl --request GET \
  --url 'https://api.wealthyhood.com/insights/past-performance?initial=10000&equities_uk=50&equities_eu=50' \
  --header 'Authorization: Bearer <token>' \
  --header 'x-user-id: <x-user-id>'
{
  "pastPerformance": {
    "1y": [
      {
        "date": "2024-09-15T00:00:00.000Z",
        "value": 10000
      },
      {
        "date": "2024-09-16T00:00:00.000Z",
        "value": 10023
      }
    ],
    "5y": [
      {
        "date": "2020-09-15T00:00:00.000Z",
        "value": 10000
      },
      {
        "date": "2020-09-16T00:00:00.000Z",
        "value": 10008
      }
    ],
    "10y": [
      {
        "date": "2015-09-15T00:00:00.000Z",
        "value": 10000
      },
      {
        "date": "2015-09-16T00:00:00.000Z",
        "value": 10011
      }
    ]
  },
  "metrics": {
    "1y": {
      "maximum_drawdown": 6.3,
      "volatility": 9.8,
      "annualised_return": 7.5
    },
    "5y": {
      "maximum_drawdown": 18.2,
      "volatility": 12.4,
      "annualised_return": 8.7
    },
    "10y": {
      "maximum_drawdown": 28.5,
      "volatility": 15.1,
      "annualised_return": 10.2
    }
  }
}

Authorizations

​
Authorization
string
header
required

Auth0-issued access token that includes the scopes listed for the route.

Headers

​
x-user-id
string
required

MongoDB identifier of the user (B2B acting investor).

Pattern: ^[a-f0-9]{24}$

Query Parameters

​
initial
string
required

Initial portfolio value (whole currency units) used for the simulation.

Example:

"10000"

Response

Past performance series and metrics.

​
pastPerformance
object
required

Map of performance tenor (e.g. 1m, 6m, 1y, 5y, 10y) to arrays of portfolio value points over time. Tenor keys come from the statistics service; a response includes multiple tenors in practice. See the 200 example for the exact shape.

​
metrics
object
required

Metrics keyed by tenor (e.g. maximum_drawdown, volatility, annualised_return).