San Francisco Historical Replay: 2021-06 to 2023-11
Ride a 17.2% drawdown across 30 monthly bars of authentic San Francisco housing history from June 2021 to November 2023. Replay each decision point day by day, weigh your judgment, and receive an AI coach review in a simulated, educational setting.
30 monthly bars · 6 decision points · 2021-06 to 2023-11 · Property
Key facts
Peak-to-trough drawdown of 17.2% with a 17.7% run-up.
- Max drawdown
- −17.2%
- Max run-up
- +17.7%
- Largest single-month move
- −4.3%
- Bars
- 30 Monthly bars
- Decision points
- 6
Every figure above is computed programmatically from this replay’s own candle series — no editorial input, no LLM. Methodology: Methodology
The market advances day by day. You only see candles up to the current day — as if you were really there.
At key decision points choose Buy / Trim / Exit / Hold. Each decision advances the timeline by one day.
After settlement you get a six-dimension score and an AI coach review. Your result enters the scenario leaderboard.
Event Replay
What happened — and what it teaches
San Francisco's housing market entered a treacherous phase as the 2020s unfolded, with the replay spanning 2021-06 to 2023-11 across 30 monthly bars. This was not a gentle correction but a stress test for anyone holding Bay Area real estate exposure. What made this period especially demanding was the collision of pandemic-era valuations with a sudden shift in monetary policy, leaving participants to navigate without a clear historical playbook.
The headline number masks the turbulence beneath: the market closed up a mere 2.9%, moving from 334.73 to 344.4, yet the journey included a 17.2% max drawdown and a largest single-bar move of 4.3%. Six decision points peppered the replay, two of them critical junctures where the difference between holding and adjusting meant the difference between weathering the storm or capitulating at the wrong time.
This replay teaches that process matters more than prophecy. Participants faced the psychological trap of anchoring to recent highs while the data told a different story. The 17.2% drawdown forces uncomfortable questions about position sizing, conviction levels, and the difference between price and value. Decision training here centers on recognizing that a 4.3% monthly move is a signal, not just noise, and that six structured checkpoints prevent the paralysis of constant monitoring or the recklessness of none.
Featured in the archive