What Is Community Benchmark?
When you publish your portfolio, Equily shows you how your EPR score compares to others in the same market and strategy. Three horizontal bars tell the story: the top 10%, the community average, and you.
It provides context without comparison anxiety. You're not competing — you're simply seeing where your score falls.
How Benchmarks Work
Grouped by market & strategy
Portfolios are grouped by detected market (US, UK, EU) and strategy (Growth, Balanced, Income, Preservation).
Averages calculated
We calculate the average EPR score and the top 10% threshold for each combination.
Your position visualised
Your score is shown alongside these benchmarks in a simple bar chart for easy comparison.
Understanding the Bars
Top 10%
The EPR score at the 90th percentile. Portfolios at or above this are among the highest-scoring in the community.
Average
The mean EPR score across all published portfolios in the same market and strategy category.
You
Your portfolio's EPR score, highlighted in amber.
Important Details
One entry per category
Each user contributes one portfolio per market/strategy combination. Publishing a second replaces your previous entry.
Private dashboard only
Benchmark comparisons are only visible on your private dashboard — not on public portfolio pages.
These comparisons are not investment recommendations. A higher EPR score does not mean a portfolio is suitable for you — everyone's circumstances are different.