Understand your performance

See how your portfolio compares to other stocks, ETFs—even custom portfolios.

Build custom benchmarks

Your investing strategy is unique to you. Your benchmarks should be, too.

• Build custom Pies to use as a benchmark
• Benchmark against a portfolio that matches your strategy (e.g., asset allocation, risk tolerance)
• Get as detailed as you want—Pies can have up to 100 Slices

Insights you need

Better understand how your personal investment strategy holds up.

Data at your fingertips

See details like expense ratio, dividend yield, and market moves.

Know what your numbers are telling you

Benchmarking shows you where you stand. M1 Advisor helps you understand why. It analyzes your accounts, shows its reasoning, and leaves the final move to you. Use it alongside the benchmarking tool to strategize your next move.

More about M1 Advisor

Find it on the performance view

1. Choose an Invest Account
2. Tap the Performance icon at the top right corner of your Pie
3. Scroll down and tap “Benchmark your performance”
4. Add custom benchmarks using the search field

Your performance benchmarking questions, answered

What is a portfolio benchmark?

A benchmark is a point of comparison, like an index, a fund, or a custom portfolio. It helps you see how your investments are doing relative to something similar.

How does performance benchmarking work on M1?

M1’s performance benchmarking compares the return of any Pie or Slice in your Invest account against benchmarks you choose, shown side by side with details like expense ratio and dividend yield. You’ll find it from the Portfolio screen of your Invest account.

How do I choose the right benchmark?

Look for one that matches your strategy, with a similar asset allocation and level of risk. If you don’t know how to decide, ask M1 Advisor to guide you. If you want to compare your strategy to a custom benchmark, you can build a custom Pie use as your benchmark.

Can M1 Advisor help me understand my results?

Yes. M1 Advisor can compare your M1 portfolio to a benchmark and explain what might be driving the difference. It won’t take action in your account. Every move is yours to make.

Does benchmarking predict future performance?

No. Benchmarks show how your portfolio has performed compared to others in the past. Past performance does not guarantee future results.

Ready to go deeper?

Try Benchmarking

All images and screenshots are for illustrative purposes only.