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DH vs. ^SP500TR
Performance
Return for Risk
Drawdowns
Volatility

Performance

DH vs. ^SP500TR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Definitive Healthcare Corp. (DH) and S&P 500 Total Return (^SP500TR). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, DH achieves a -68.39% return, which is significantly lower than ^SP500TR's 11.36% return.


DH

1D
3.36%
1M
-5.72%
YTD
-68.39%
6M
-64.56%
1Y
-74.44%
3Y*
-56.26%
5Y*
10Y*

^SP500TR

1D
0.42%
1M
4.61%
YTD
11.36%
6M
11.27%
1Y
28.58%
3Y*
22.72%
5Y*
14.02%
10Y*
15.58%
*Multi-year figures are annualized to reflect compound growth (CAGR)

DH vs. ^SP500TR - Yearly Performance Comparison


2026 (YTD)20252024202320222021
DH
Definitive Healthcare Corp.
-68.39%-30.17%-58.65%-9.55%-59.79%-36.87%
^SP500TR
S&P 500 Total Return
11.36%17.88%25.02%26.29%-18.11%6.78%

Correlation

The correlation between DH and ^SP500TR is 0.37, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.37

Correlation (3Y)
Calculated over the trailing 3-year period

0.40

Correlation (All Time)
Calculated using the full available price history since Sep 16, 2021

0.45

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Return for Risk

DH vs. ^SP500TR — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

DH
DH Risk / Return Rank: 44
Overall Rank
DH Sharpe Ratio Rank: 33
Sharpe Ratio Rank
DH Sortino Ratio Rank: 22
Sortino Ratio Rank
DH Omega Ratio Rank: 33
Omega Ratio Rank
DH Calmar Ratio Rank: 66
Calmar Ratio Rank
DH Martin Ratio Rank: 55
Martin Ratio Rank

^SP500TR
^SP500TR Risk / Return Rank: 8484
Overall Rank
^SP500TR Sharpe Ratio Rank: 8383
Sharpe Ratio Rank
^SP500TR Sortino Ratio Rank: 8585
Sortino Ratio Rank
^SP500TR Omega Ratio Rank: 8383
Omega Ratio Rank
^SP500TR Calmar Ratio Rank: 8080
Calmar Ratio Rank
^SP500TR Martin Ratio Rank: 9090
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

DH vs. ^SP500TR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Definitive Healthcare Corp. (DH) and S&P 500 Total Return (^SP500TR). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


DH^SP500TRDifference
Sharpe ratioReturn per unit of total volatility

-3.54

Sortino ratioReturn per unit of downside risk

-5.48

Omega ratioGain probability vs. loss probability

0.75

1.44

-0.69

Calmar ratioReturn relative to maximum drawdown

-0.92

3.23

-4.15

Martin ratioReturn relative to average drawdown

-1.55

15.09

-16.64

DH vs. ^SP500TR - Sharpe Ratio Comparison

The current DH Sharpe Ratio is -1.12, which is lower than the ^SP500TR Sharpe Ratio of 2.42. The chart below compares the historical Sharpe Ratios of DH and ^SP500TR, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


DH^SP500TRDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-1.12

2.42

-3.54

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.83

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.87

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.82

0.65

-1.47

Drawdowns

DH vs. ^SP500TR - Drawdown Comparison

The maximum DH drawdown since its inception was -98.35%, which is greater than ^SP500TR's maximum drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for DH and ^SP500TR.


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Drawdown Indicators


DH^SP500TRDifference

Max Drawdown

Largest peak-to-trough decline

-98.35%

-55.25%

-43.10%

Max Drawdown (1Y)

Largest decline over 1 year

-81.21%

-8.89%

-72.32%

Max Drawdown (3Y)

Largest decline over 3 years

-93.33%

-18.75%

-74.58%

Max Drawdown (5Y)

Largest decline over 5 years

-24.49%

Max Drawdown (10Y)

Largest decline over 10 years

-33.79%

Current Drawdown

Current decline from peak

-98.15%

-0.32%

-97.83%

Average Drawdown

Average peak-to-trough decline

-78.09%

-8.16%

-69.93%

Ulcer Index

Depth and duration of drawdowns from previous peaks

48.15%

1.90%

+46.25%

Volatility

DH vs. ^SP500TR - Volatility Comparison

Definitive Healthcare Corp. (DH) has a higher volatility of 21.30% compared to S&P 500 Total Return (^SP500TR) at 2.87%. This indicates that DH's price experiences larger fluctuations and is considered to be riskier than ^SP500TR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


DH^SP500TRDifference

Volatility (1M)

Calculated over the trailing 1-month period

21.30%

2.87%

+18.43%

Volatility (6M)

Calculated over the trailing 6-month period

54.26%

9.00%

+45.26%

Volatility (1Y)

Calculated over the trailing 1-year period

66.49%

11.88%

+54.61%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

68.07%

16.90%

+51.17%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

68.07%

18.06%

+50.01%

Frequently Asked Questions


DH and ^SP500TR have a correlation of 0.37, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

DH has higher volatility (21.30%) compared to ^SP500TR (2.87%). In terms of maximum drawdown, DH dropped -98.35% vs ^SP500TR's -55.25%.

^SP500TR currently has the higher Sharpe Ratio (2.42 vs -1.12), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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