PortfoliosLab logoPortfoliosLab logo
HR vs. PINE
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

HR vs. PINE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Healthcare Realty Trust Incorporated (HR) and Alpine Income Property Trust, Inc. (PINE). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, HR achieves a 27.09% return, which is significantly higher than PINE's 24.46% return.


HR

1D
-2.42%
1M
1.94%
6M
28.31%
YTD
27.09%
1Y
33.92%
3Y*
9.70%
5Y*
2.74%
10Y*
3.29%
ALL TIME*
8.69%

PINE

1D
-0.59%
1M
-2.13%
6M
18.11%
YTD
24.46%
1Y
52.55%
3Y*
13.15%
5Y*
7.21%
10Y*
ALL TIME*
7.41%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$84.13M$80.36M$89.23M
$3.90M$3.26M$3.57M

HR vs. PINE - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
HR
Healthcare Realty Trust Incorporated
27.09%6.88%6.40%-4.08%-19.28%16.06%-4.68%5.28%
PINE
Alpine Income Property Trust, Inc.
24.46%6.97%6.13%-5.46%0.95%41.19%-15.69%0.47%

Correlation

The correlation between HR and PINE is 0.38, which is low. Their historical price movements had little consistent relationship.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.38

Correlation (3Y)
Balances recent behavior with more history.

0.39

Correlation (5Y)
Shows whether the relationship held over a longer period.

0.36

Correlation (All Time)
Calculated using the full available price history since Nov 22, 2019

0.38

Fundamentals

Market Cap

HR:

$7.37B

PINE:

$333.47M

EPS

HR:

-$0.25

PINE:

$0.32

PS Ratio

HR:

6.44

PINE:

4.77

PB Ratio

HR:

1.71

PINE:

1.03

Total Revenue (TTM)

HR:

$1.13B

PINE:

$69.87M

Gross Profit (TTM)

HR:

$178.41M

PINE:

$43.74M

EBITDA (TTM)

HR:

$783.55M

PINE:

$50.54M

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

HR vs. PINE — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

HR
HR Risk / Return Rank: 9191
Overall Rank
HR Sharpe Ratio Rank: 9393
Sharpe Ratio Rank
HR Sortino Ratio Rank: 9393
Sortino Ratio Rank
HR Omega Ratio Rank: 9191
Omega Ratio Rank
HR Calmar Ratio Rank: 9090
Calmar Ratio Rank
HR Martin Ratio Rank: 8989
Martin Ratio Rank

PINE
PINE Risk / Return Rank: 9393
Overall Rank
PINE Sharpe Ratio Rank: 9494
Sharpe Ratio Rank
PINE Sortino Ratio Rank: 9393
Sortino Ratio Rank
PINE Omega Ratio Rank: 9191
Omega Ratio Rank
PINE Calmar Ratio Rank: 9292
Calmar Ratio Rank
PINE Martin Ratio Rank: 9292
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

HR vs. PINE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Healthcare Realty Trust Incorporated (HR) and Alpine Income Property Trust, Inc. (PINE). 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.


HRPINEDifference
Sharpe ratioReturn per unit of total volatility

-0.23

Sortino ratioReturn per unit of downside risk

-0.11

Omega ratioGain probability vs. loss probability

1.37

1.38

-0.01

Calmar ratioReturn relative to maximum drawdown

3.61

4.07

-0.46

Martin ratioReturn relative to average drawdown

9.04

11.16

-2.13

HR vs. PINE - Sharpe Ratio Comparison

The current HR Sharpe Ratio is 2.10, which is comparable to the PINE Sharpe Ratio of 2.33. The chart below compares the historical Sharpe Ratios of HR and PINE, 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

HR vs. PINE - Drawdown Comparison

The maximum HR drawdown since its inception was -61.36%, roughly equal to the maximum PINE drawdown of -60.00%. Use the drawdown chart below to compare losses from any high point for HR and PINE.


Loading charts...

Drawdown Indicators


HRPINEDifference

Max Drawdown

Largest peak-to-trough decline

-61.36%

-60.00%

-1.36%

Max Drawdown (1Y)

Largest decline over 1 year

-12.29%

-13.19%

+0.90%

Max Drawdown (3Y)

Largest decline over 3 years

-30.23%

-24.78%

-5.45%

Max Drawdown (5Y)

Largest decline over 5 years

-47.08%

-26.68%

-20.40%

Max Drawdown (10Y)

Largest decline over 10 years

-47.08%

Current Drawdown

Current decline from peak

-3.93%

-7.22%

+3.29%

Average Drawdown

Average peak-to-trough decline

-14.45%

-12.01%

-2.44%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.91%

4.80%

+0.11%

Volatility

HR vs. PINE - Volatility Comparison

The current volatility for Healthcare Realty Trust Incorporated (HR) is 5.62%, while Alpine Income Property Trust, Inc. (PINE) has a volatility of 7.74%. This indicates that HR experiences smaller price fluctuations and is considered to be less risky than PINE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


HRPINEDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.62%

7.74%

-2.12%

Volatility (6M)

Calculated over the trailing 6-month period

14.68%

18.09%

-3.41%

Volatility (1Y)

Calculated over the trailing 1-year period

21.16%

23.03%

-1.87%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

28.63%

23.46%

+5.17%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

29.39%

38.99%

-9.60%

Dividends

HR vs. PINE - Dividend Comparison

HR's dividend yield for the trailing twelve months is around 4.57%, less than PINE's 5.80% yield.


PositionTTM20252024202320222021202020192018201720162015
HR
Healthcare Realty Trust Incorporated
4.57%6.49%7.32%7.20%34.01%7.89%7.26%7.34%4.22%3.74%3.96%4.24%
PINE
Alpine Income Property Trust, Inc.
5.80%6.82%6.61%6.51%5.71%5.06%5.47%0.30%0.00%0.00%0.00%0.00%

Financials

HR vs. PINE - Financials Comparison

This section allows you to compare key financial metrics between Healthcare Realty Trust Incorporated and Alpine Income Property Trust, 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


Values in USD except per share items

HR vs. PINE - Profitability Comparison

The chart below illustrates the profitability comparison between Healthcare Realty Trust Incorporated and Alpine Income Property Trust, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

HR - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Healthcare Realty Trust Incorporated reported a gross profit of 170.10M and revenue of 270.55M. Therefore, the gross margin over that period was 62.9%.

PINE - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Alpine Income Property Trust, Inc. reported a gross profit of 17.92M and revenue of 20.00M. Therefore, the gross margin over that period was 89.6%.

HR - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Healthcare Realty Trust Incorporated reported an operating income of 155.74M and revenue of 270.55M, resulting in an operating margin of 57.6%.

PINE - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Alpine Income Property Trust, Inc. reported an operating income of 8.71M and revenue of 20.00M, resulting in an operating margin of 43.5%.

HR - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Healthcare Realty Trust Incorporated reported a net income of -43.51M and revenue of 270.55M, resulting in a net margin of -16.1%.

PINE - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Alpine Income Property Trust, Inc. reported a net income of 3.00M and revenue of 20.00M, resulting in a net margin of 15.0%.


Frequently Asked Questions


HR and PINE have a correlation of 0.38, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

PINE has higher volatility (7.74%) compared to HR (5.62%). In terms of maximum drawdown, HR dropped -61.36% vs PINE's -60.00%.

PINE currently has the higher Sharpe Ratio (2.33 vs 2.10), 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 HR and PINE

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