# Performance

The Morningstar **Performance** feature calculates how a portfolio performed
over time. You define the portfolio individually in the connector options.

The Performance Connector returns trailing returns, calendar year returns, and
best/worst time periods. It also includes risk metrics like Sharpe ratio and
standard deviation.

## How to use Performance Connector

You can use the `PerformanceConnector` to fetch return and risk data for
portfolios and benchmarks. Returned data depends on the selected view and config
and may include tracking error, excess return, or MPT stats.

## Available data converters

Currently the following data points are supported in the Performance Connector:

- **CalendarYearReturn**
- **RiskStatistics**
- **CorrelationMatrix**
- **TrailingReturns**
- **MPTStatistics**

Example request:

```js
const performanceConnector = new HighchartsConnectors.Morningstar.PerformanceConnector({
    api: {
        access: {
            token: 'JWT token'
        }
    },
    requestSettings: {
        outputCurrency: 'USD',
        assetClassGroupConfigs: {
            assetClassGroupConfig: [
                {
                    id: 'ACG-USBROAD'
                }
            ]
        }
    },
    portfolios: [
        {
            name: 'TestPortfolio1',
            totalValue: 10000,
            currency: 'USD',
            holdings: [
                {
                    securityId: 'FOUSA05H5F',
                    type: 'FO',
                    weight: 50
                },
                {
                    securityId: 'FOUSA04BCR',
                    type: 'FO',
                    weight: 50
                }
            ],
            benchmark: {
                type: 'Standard',
                holdings: [
                    {
                        securityId: 'XIUSA04G92',
                        type: 'XI',
                        weight: 100
                    }
                ]
            }
        }
    ]
});

await performanceConnector.load();

const data = performanceConnector.dataTables.CalendarYearReturn;
```

## Morningstar API Reference

For more details, see [Morningstar's Performance API].

<!-- Links -->
[Morningstar's Performance API]: https://developer.morningstar.com/direct-web-services/documentation/direct-web-services/portfolio-performance/overview