Skip to content
Last updated

Time-Weighted Return (TWR)

The API provides Time-Weighted Return (TWR) for portfolio performance. TWR measures how the investments themselves have performed, independent of the timing and size of deposits and withdrawals — consistent with how fund factsheets report returns.

For the full methodology — including formulas, Money-Weighted Return (MWR), and when to use each — see Performance Calculations.

Get account performance

curl -i -X GET \
  https://api.sandbox.fondo.se/v2/partner/client/49ad7378-121c-4a53-9894-dfd14a7b4877/account/49ad7378-121c-4a53-9894-dfd14a7b4877/performance \
  -H 'Authorization: Bearer <YOUR_TOKEN_HERE>'

Returns an array of daily performance entries for the account. Each entry contains the date and the dayReturn — the daily return expressed as a decimal.

datestring(date)required

The date of the performance entry.

Example: "2025-01-02"
dayReturnnumberrequired

The daily return as a decimal (e.g. 0.0032 = 0.32%).

Example: 0.0032
dayResultnumberrequired

The absolute SEK profit/loss for the day

Example: 120.12
cumulativeReturnnumberrequired

Cumulative return since account inception as a fraction (e.g. 0.05 means +5%)

Example: -0.01

Date filtering

By default the endpoint returns the full performance history. To limit to a specific range, pass both start and end as ISO 8601 date query parameters (e.g. ?start=2025-01-01&end=2025-03-01). Both must be provided together.

Cumulative returns

Documentation for cumulative returns is coming soon.