PortfoliosLab logoPortfoliosLab logo
DHC vs. ARE
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

DHC vs. ARE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Diversified Healthcare Trust (DHC) and Alexandria Real Estate Equities, Inc. (ARE). The values are adjusted to include any dividend payments, if applicable.

Loading graphics...

DHC vs. ARE - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
DHC
Diversified Healthcare Trust
37.15%113.91%-37.64%497.73%-78.60%-24.27%-49.85%-21.84%-32.84%9.35%
ARE
Alexandria Real Estate Equities, Inc.
-3.65%-46.60%-19.44%-9.11%-32.62%28.09%13.27%44.04%-8.97%20.95%

Fundamentals

Market Cap

DHC:

$1.60B

ARE:

$7.91B

EPS

DHC:

-$1.19

ARE:

-$8.40

PS Ratio

DHC:

1.04

ARE:

2.66

PB Ratio

DHC:

0.96

ARE:

0.41

Total Revenue (TTM)

DHC:

$1.54B

ARE:

$2.97B

Gross Profit (TTM)

DHC:

$205.97M

ARE:

$2.05B

EBITDA (TTM)

DHC:

-$47.67M

ARE:

$1.78B

Returns By Period

In the year-to-date period, DHC achieves a 37.15% return, which is significantly higher than ARE's -3.65% return. Over the past 10 years, DHC has underperformed ARE with an annualized return of -5.36%, while ARE has yielded a comparatively higher -3.05% annualized return.


DHC

1D
0.30%
1M
-1.78%
YTD
37.15%
6M
51.18%
1Y
179.86%
3Y*
72.88%
5Y*
8.93%
10Y*
-5.36%

ARE

1D
1.87%
1M
-12.74%
YTD
-3.65%
6M
-42.58%
1Y
-46.49%
3Y*
-24.36%
5Y*
-19.44%
10Y*
-3.05%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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

DHC vs. ARE — Risk / Return Rank

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

DHC
DHC Risk / Return Rank: 9898
Overall Rank
DHC Sharpe Ratio Rank: 9898
Sharpe Ratio Rank
DHC Sortino Ratio Rank: 9898
Sortino Ratio Rank
DHC Omega Ratio Rank: 9696
Omega Ratio Rank
DHC Calmar Ratio Rank: 9999
Calmar Ratio Rank
DHC Martin Ratio Rank: 9898
Martin Ratio Rank

ARE
ARE Risk / Return Rank: 55
Overall Rank
ARE Sharpe Ratio Rank: 33
Sharpe Ratio Rank
ARE Sortino Ratio Rank: 66
Sortino Ratio Rank
ARE Omega Ratio Rank: 55
Omega Ratio Rank
ARE Calmar Ratio Rank: 55
Calmar Ratio Rank
ARE Martin Ratio Rank: 88
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.

DHC vs. ARE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Diversified Healthcare Trust (DHC) and Alexandria Real Estate Equities, Inc. (ARE). 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.


DHCAREDifference

Sharpe ratio

Return per unit of total volatility

3.43

-1.12

+4.55

Sortino ratio

Return per unit of downside risk

4.33

-1.51

+5.84

Omega ratio

Gain probability vs. loss probability

1.55

0.79

+0.76

Calmar ratio

Return relative to maximum drawdown

10.62

-0.96

+11.57

Martin ratio

Return relative to average drawdown

26.73

-1.60

+28.33

DHC vs. ARE - Sharpe Ratio Comparison

The current DHC Sharpe Ratio is 3.43, which is higher than the ARE Sharpe Ratio of -1.12. The chart below compares the historical Sharpe Ratios of DHC and ARE, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading graphics...

Sharpe Ratios by Period


DHCAREDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

3.43

-1.12

+4.55

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.13

-0.62

+0.75

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

-0.08

-0.11

+0.02

Sharpe Ratio (All Time)

Calculated using the full available price history

0.12

0.23

-0.11

Correlation

The correlation between DHC and ARE is 0.52, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

DHC vs. ARE - Dividend Comparison

DHC's dividend yield for the trailing twelve months is around 0.60%, less than ARE's 8.79% yield.


TTM20252024202320222021202020192018201720162015
DHC
Diversified Healthcare Trust
0.60%0.82%1.74%1.07%6.18%1.29%4.37%9.95%13.31%8.15%8.24%11.40%
ARE
Alexandria Real Estate Equities, Inc.
8.79%9.56%5.32%3.91%3.24%2.01%2.38%2.48%3.24%2.64%2.91%3.38%

Drawdowns

DHC vs. ARE - Drawdown Comparison

The maximum DHC drawdown since its inception was -96.32%, which is greater than ARE's maximum drawdown of -76.16%. Use the drawdown chart below to compare losses from any high point for DHC and ARE.


Loading graphics...

Drawdown Indicators


DHCAREDifference

Max Drawdown

Largest peak-to-trough decline

-96.32%

-76.16%

-20.16%

Max Drawdown (1Y)

Largest decline over 1 year

-16.19%

-49.61%

+33.42%

Max Drawdown (5Y)

Largest decline over 5 years

-86.56%

-76.16%

-10.40%

Max Drawdown (10Y)

Largest decline over 10 years

-96.32%

-76.16%

-20.16%

Current Drawdown

Current decline from peak

-58.58%

-74.64%

+16.06%

Average Drawdown

Average peak-to-trough decline

-30.20%

-17.35%

-12.85%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.43%

29.70%

-23.27%

Volatility

DHC vs. ARE - Volatility Comparison

Diversified Healthcare Trust (DHC) has a higher volatility of 12.31% compared to Alexandria Real Estate Equities, Inc. (ARE) at 10.21%. This indicates that DHC's price experiences larger fluctuations and is considered to be riskier than ARE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading graphics...

Volatility by Period


DHCAREDifference

Volatility (1M)

Calculated over the trailing 1-month period

12.31%

10.21%

+2.10%

Volatility (6M)

Calculated over the trailing 6-month period

28.08%

35.12%

-7.04%

Volatility (1Y)

Calculated over the trailing 1-year period

52.84%

41.73%

+11.11%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

68.95%

31.53%

+37.42%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

63.83%

28.35%

+35.48%

Financials

DHC vs. ARE - Financials Comparison

This section allows you to compare key financial metrics between Diversified Healthcare Trust and Alexandria Real Estate Equities, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


300.00M400.00M500.00M600.00M700.00M800.00MAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
379.57M
754.41M
(DHC) Total Revenue
(ARE) Total Revenue
Values in USD except per share items