Composite Performance Data

Computes an ad-hoc, aggregated TWR performance summary across a group of accounts (a "composite"),
along with per-account return dispersion over the PTD window. Unlike Account/Household Performance,
this is not tied to a persisted household grouping — any set of accessible account IDs may be combined.

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Body Params
account_ids
array of integers
required

List of account IDs to combine into the composite. Maximum of 25 accounts.

Account Ids*
date
required

Date through which the composite performance is calculated

date | null

Optional start of the PTD window. When omitted, PTD equals ITD (calculated from each account's inception).

boolean

True for gross of fees performance calculations; false (default) for net of fees performance calculations

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