Pure Benchmarks · Peer Benchmark
Compare Your Portfolio to Real Investors, Not an Index
Empower, Morningstar, Sharesight, and every brokerage dashboard compare your portfolio to an index or to a model allocation. Not one of them compares it to other real investors, because none of them holds a verified cross-custodial dataset of real connected portfolios. Pure Benchmarks does exactly that — sorting every connected portfolio into one of nine standardized risk categories, from 100 percent equity to 90 percent fixed income, and ranking it against thousands of other verified investor portfolios in the same category. A 2021 Journal of Finance study found investors given objective peer comparison data measurably reduced panic selling during downturns, because knowing where you actually stand replaces fear with context.
What every existing tool compares you to
Empower and Morningstar compare your holdings to model allocations and fund category averages. Sharesight compares you to an index of your choosing. Your brokerage compares you to itself. All three answer what you own and how it moved, and none of them answers how you did against other people in your situation.
Why peer comparison requires cross-custodial data
Real investors hold accounts at many different custodians. A comparison built inside one brokerage can only see that brokerage. Pure Benchmarks is built from verified portfolio data across custodians, which is the only way the peer set represents real investors rather than one platform's customers.
How the nine risk categories keep the comparison fair
Every connected portfolio is recategorized daily from actual end-of-day holdings into one of nine standardized categories, from 100 percent equity to 90 percent fixed income. Ranking happens inside the category, so nobody is measured against a risk level they never took.
What the ranking actually shows you
Community Nests shows where your portfolio ranks against real verified investors in your category, including other clients at the same firm, using anonymized performance data. Hetty then explains the composition differences between your holdings and the holdings of the portfolios ranked ahead of you.
Your current platform won't show you how your portfolio ranks against real investors in the same risk category. Create your secure Pure Benchmarks account and see exactly where you stand.
See Your Free Benchmark ReportFrequently asked questions
Can I compare my portfolio to other investors?
Pure Benchmarks ranks your connected portfolio against thousands of other verified investor portfolios in the same one of nine standardized risk categories, using anonymized performance data.
How do I compare my portfolio to real investors instead of an index?
An index comparison holds nothing constant except the index. Pure Benchmarks compares you to real connected portfolios that carry the same kind of risk, measured over the same period, which is the only comparison that isolates your decisions.
Where does my portfolio rank among investors?
Community Nests reports your rank inside your risk category against the verified peer set, and updates it as portfolios are recategorized daily from actual end-of-day holdings.
How do investors with similar portfolios perform?
Pure Benchmarks shows the full distribution of verified portfolios in your category rather than a single average, so you can see the spread of outcomes among people who took the same risk you did.
Is the peer comparison anonymous?
Every comparison uses anonymized performance data. Pure Benchmarks connects read-only, cannot move money in your account, and no firm that manages money can see or influence any data point on the platform.
Keep exploring
- How Do You Know If Your Portfolio Is Doing Well?
- Is the S&P 500 the Right Benchmark for Your Portfolio?
- What Is a Peer Benchmark in Investing?
- Is Your Financial Advisor Doing a Good Job?
- How Do You Know If Your 401k Is Doing Well?
- What Is Hetty?
- Hetty: The AI Portfolio Assistant That Knows Your Real Peers
See how portfolios at a specific firm rank against real investors everywhere else:
New here? Read the portfolio benchmarking FAQ or the Pure Benchmarks blog.
This page is an information baseline for comparison only. It is not investment advice and not a recommendation to buy, sell, replace, or transfer any specific asset, account, or firm. Past performance does not guarantee future results. All figures shown are illustrative.