{"uid":"cap_dN2X2O7ekIWQJdXIbtc0y","slug":"portfolio-stats-equity-curve-summary-1fc5ebb5","name":"Portfolio Stats – Equity Curve Summary","description":"Equity-curve summary of a price or return series you supply: CAGR, volatility, Sharpe, drawdown, best and worst period.","url":"https://portfolio-stats.x402tookit.com/equity-curve?utm_source=zero.xyz","method":"GET","headers":{},"bodySchema":{"type":"object","$schema":"https://json-schema.org/draft/2020-12/schema","required":["input"],"properties":{"input":{"type":"object","required":["type","method"],"properties":{"type":{"type":"string","const":"http"},"method":{"enum":["GET"],"type":"string"},"queryParams":{"type":"object","required":[],"properties":{"unit":{"type":"string","description":"decimal (default, 0.01 = 1%) or percent (1 = 1%); applies to returns only"},"prices":{"type":"string","description":"Price series, oldest first, JSON like [100,101,99.5] or 100,101,99.5 (up to 1000). 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Can you give me the full equity curve summary — CAGR, Sharpe, Sortino, Calmar, max drawdown, best and worst month — using 12 periods per year and a 2% risk-free rate?"},{"title":"Weekly returns risk-adjusted stats","prompt":"I have these weekly portfolio returns in decimal form: [0.01, -0.005, 0.02, 0.015, -0.01, 0.03, -0.008, 0.012, 0.025, -0.015, 0.018, 0.022]. Can you compute the full equity curve stats — CAGR, volatility, Sharpe, and max drawdown — using 52 periods per year and a 3.5% annual risk-free rate?"},{"title":"Comparing fund performance metrics","prompt":"I'm comparing two funds and need the standard equity-curve metrics for fund A's daily prices: [50, 50.5, 49.8, 51, 52.3, 51.5, 53, 54.2, 53.8, 55, 56.1, 55.5, 57, 58, 57.2, 59, 60.5, 59.8, 61, 62]. Use 252 periods per year and 5% risk-free rate — I need CAGR, Sharpe, Sortino, drawdown, and best/worst day."}],"resultDescription":"Returns a structured JSON object with: CAGR (%), annualized volatility, Sharpe ratio, Sortino ratio, Calmar ratio, maximum drawdown (with peak/trough indices), best and worst period returns, start and end values, number of periods, elapsed years, a human-readable summary/verdict, and optional warnings or degraded-quality flags if inputs are too short or degenerate.","failureModes":["Fewer than 2 data points provided — returns error or degraded result","Both prices and returns supplied simultaneously — ambiguous input rejected","Invalid JSON format in prices or returns query parameter","periodsPerYear set to 0 or negative — causes division errors","All returns are identical or zero — Sharpe/Sortino undefined","Input series longer than 1000 periods — truncated or rejected","Network or payment failure returns 402/503"],"whenToPreferThis":"Choose this endpoint when you need a single call that returns the full suite of equity-curve performance metrics at once — CAGR, Sharpe, Sortino, Calmar, drawdown, and best/worst period — rather than calling individual sibling endpoints for each statistic separately. Ideal when summarizing a strategy, fund, or portfolio for reporting or comparison purposes and you want one comprehensive result object.","instructions":null,"reviewSummary":null,"reviewSummaryHighlights":null,"reviewSummaryConcerns":null,"reviewSummaryGeneratedAt":null,"activationCount":0,"lastUsedAt":null,"lastSuccessfullyRanAt":null,"lastHealthCheckAt":"2026-10-29T13:15:03.709Z","isFirstParty":false,"canonicalSlug":"portfolio-stats-equity-curve-summary-1fc5ebb5"}