PortfoliosLab logoPortfoliosLab logo
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.

Loading charts...

Returns By Period

In the year-to-date period, DH achieves a -73.55% return, which is significantly lower than ^SP500TR's 9.64% return.


DH

1D
-7.57%
1M
-3.92%
6M
-68.24%
YTD
-73.55%
1Y
-81.12%
3Y*
-60.29%
5Y*
10Y*

^SP500TR

1D
-1.01%
1M
0.57%
6M
8.08%
YTD
9.64%
1Y
19.85%
3Y*
19.45%
5Y*
13.12%
10Y*
15.08%
*Multi-year figures are annualized to reflect compound growth (CAGR)

DH vs. ^SP500TR - Yearly Performance Comparison


2026 (YTD)20252024202320222021
DH
Definitive Healthcare Corp.
-73.55%-30.17%-58.65%-9.55%-59.79%-26.63%
^SP500TR
S&P 500 Total Return
9.64%17.88%25.02%26.29%-18.11%7.69%

Correlation

The correlation between DH and ^SP500TR is 0.36, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.36

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

0.39

Correlation (All Time)
Calculated using the full available price history since Sep 15, 2021

0.45

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


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: 11
Sortino Ratio Rank
DH Omega Ratio Rank: 22
Omega Ratio Rank
DH Calmar Ratio Rank: 55
Calmar Ratio Rank
DH Martin Ratio Rank: 66
Martin Ratio Rank

^SP500TR
^SP500TR Risk / Return Rank: 7272
Overall Rank
^SP500TR Sharpe Ratio Rank: 7070
Sharpe Ratio Rank
^SP500TR Sortino Ratio Rank: 6767
Sortino Ratio Rank
^SP500TR Omega Ratio Rank: 7373
Omega Ratio Rank
^SP500TR Calmar Ratio Rank: 6666
Calmar Ratio Rank
^SP500TR Martin Ratio Rank: 8484
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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


DH^SP500TRDifference
Sharpe ratioReturn per unit of total volatility

-2.69

Sortino ratioReturn per unit of downside risk

-4.65

Omega ratioGain probability vs. loss probability

0.72

1.29

-0.56

Calmar ratioReturn relative to maximum drawdown

-0.95

2.24

-3.19

Martin ratioReturn relative to average drawdown

-1.46

9.82

-11.28

DH vs. ^SP500TR - Sharpe Ratio Comparison

The current DH Sharpe Ratio is -1.11, which is lower than the ^SP500TR Sharpe Ratio of 1.58. 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.


Loading charts...

Drawdowns

DH vs. ^SP500TR - Drawdown Comparison

The maximum DH drawdown since its inception was -98.72%, 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.


Loading charts...

Drawdown Indicators


DH^SP500TRDifference

Max Drawdown

Largest peak-to-trough decline

-98.72%

-55.25%

-43.47%

Max Drawdown (1Y)

Largest decline over 1 year

-85.40%

-8.89%

-76.51%

Max Drawdown (3Y)

Largest decline over 3 years

-94.81%

-18.75%

-76.06%

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

-98.45%

-1.86%

-96.59%

Average Drawdown

Average peak-to-trough decline

-78.51%

-8.15%

-70.36%

Ulcer Index

Depth and duration of drawdowns from previous peaks

55.50%

2.03%

+53.47%

Volatility

DH vs. ^SP500TR - Volatility Comparison

Definitive Healthcare Corp. (DH) has a higher volatility of 34.02% compared to S&P 500 Total Return (^SP500TR) at 3.37%. 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.


Loading charts...

Volatility by Period


DH^SP500TRDifference

Volatility (1M)

Calculated over the trailing 1-month period

34.02%

3.37%

+30.65%

Volatility (6M)

Calculated over the trailing 6-month period

58.90%

10.04%

+48.86%

Volatility (1Y)

Calculated over the trailing 1-year period

73.18%

12.60%

+60.58%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

69.37%

17.00%

+52.37%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

69.37%

18.05%

+51.32%

Frequently Asked Questions


DH and ^SP500TR have a correlation of 0.36, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

DH has higher volatility (34.02%) compared to ^SP500TR (3.37%). In terms of maximum drawdown, DH dropped -98.72% vs ^SP500TR's -55.25%.

^SP500TR currently has the higher Sharpe Ratio (1.58 vs -1.11), 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.

Portfolio Optimizer

Find the right allocation for DH and ^SP500TR

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer