Click title to edit

Axis Labels
Maturity Points (X Axis)
Asset Classes
Color Asset Class Label Yield per Maturity (%)
Benchmark Reference SOFR
Show excess spread over benchmark
Rate per Maturity (%)
Y-Axis Range
Portfolio Builder
Analytics
Total Portfolio Value
Currency
0 positions
📈
Portfolio Yield
weighted avg (%)
Avg Years to Maturity
years (weighted)
📐
Modified Duration ?
years (price sensitivity)

Add Position
📋
No positions added yet.
Use the form above to build your portfolio.

Allocation Breakdown
Return by Asset Class
Avg excess return over benchmark · set benchmark rates above to subtract SOFR