NEW on M1: Custom Performance Benchmarking
The wait is over…
M1 just launched a new, powerful performance benchmarking tool to help you evaluate your investment strategy and build confidence in your long-term goals.
Now you can compare your performance against 6,000 stocks, ETFs and portfolios on M1 in a new, interactive chart. Better yet, you can build custom portfolios to benchmark your strategy against.
It’s one more way M1 makes sophisticated wealth-building simple.
Introducing your new Performance Benchmarking view
Today, many of our clients use third-party tools for benchmarking, but the experience isn‘t ideal—data connections break, making it hard to get usable data, or they pay subscription fees. Others manually calculate this, but don’t have a way to visually see their performance relative to a benchmark. Most importantly, the benchmark comparisons are limited to the standard indices or a few stocks or ETFs, most of which don’t match your investment strategy, risk tolerance, or asset allocation.
With Performance Benchmarking built into your Invest Account, you can:
- Choose from 6,000 stocks, ETFs and portfolios as benchmarks
- Compare your portfolio’s performance against multiple benchmarks at once (up to 3 at once)
- Build a custom portfolio to benchmark your performance
- Better understand your performance based on hard data
Where to find Performance Benchmarking
On mobile:
- Choose an Invest Account
- Tap the Performance icon at the top right corner of your Pie (it looks like a Pie with an arrow)
- Scroll down and tap “Benchmark your performance”
- Add a benchmark using the search field, remove benchmarks by swiping left
Explore Performance Benchmarking on the M1 mobile app.
On web:
- Choose an Invest Account
- From the Performance section, select “View Benchmarks”
- Add benchmarks using the search field, remove benchmarks by clicking the ‘x’
How to Access Performance Benchmarking on web.
Completely customizable: Use any Pie as a benchmark
You‘ve got an investment strategy tailored to your goals and preferences. So why stick to a standard benchmark?
You can pick the benchmark that best suits your strategy. In addition to the stocks and ETFs available on M1, you can even build a completely customized portfolio to benchmark against. That way, you can answer important questions like: Is my strategy under-performing or outperforming a specific sector? Is my asset allocation paying off or should I consider another strategy?
How has my strategy weathered historical volatility compared to a more conservative benchmark?
To compare against a custom benchmark, you’ll first need to create a benchmarking Pie in “My Pies.” Give it a name like “Benchmark Portfolio” or something else memorable. If you want to use a Pie you’ve already built, you can skip this step.
From the Performance Benchmarking view on web, you’ll need to type something into the search field (it can be anything—the custom benchmark option will surface no matter what). From the bottom of the drop-down menu, select “Choose a Pie” and make your selection. This video shows you how:
Compare your portfolio’s performance against any Pie you’ve built (web)
New metrics: Time-weighted return vs. money weighted return
You’ll also notice a new metric in your performance section: Time-Weighted Rate of Return (TWRR). This metric removes the impact of your deposits and withdrawals from your performance. It’s essential for comparing your strategy against benchmarks.
Ready to get started? Try Performance Benchmarking, live in your M1 account now.
M1 does not provide investment advice, and this is not an offer or solicitation of an offer, or advice to buy or sell any security, and you are encouraged to consult your personal investment, legal, and tax advisors. Past performance does not guarantee future performance.
All investing involves risk, including the risk of losing the money you invest. Brokerage products and services are offered by M1 Finance LLC, Member FINRA / SIPC, and a wholly owned subsidiary of M1 Holdings, Inc.
All examples above are hypothetical, do not reflect any specific investments, are for informational purposes only, and should not be considered an offer to buy or sell any products. M1 does not provide any financial advice.
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