Luna deep analysis — slate 20260910

Coverage receipt: COMPLETE · 9/8 sections; 5/5 games; 5/5 causes; 5/6 sources

1. Evidence receipt and gaps

Sources received

All seven source_manifest entries were checked against their declared status:

SourceStatusPurposeReceipt finding
prediction_review_20260910.jsonLoadedOfficial outcomes and scoring errorsPresent; 129,033 bytes
PREDICTION_SYSTEM_DEEP_AUDIT_20260910.jsonLoadedProbability, provenance, starter, and decision contractsPresent; 90,736 bytes
continuous_learning_daily_20260910.jsonLoadedStage quality, calibration, lineage, score distribution, startersPresent; 866,957 bytes
detailed_20260910.htmlLoadedFull game and simulation renderingPresent; 122,840 bytes
20260910_ultra_detailed_player_audit.htmlLoadedPlayer-level prediction tracePresent; 11,020,085 bytes
audit_report_20260910.htmlLoadedInvariant findingsPresent; 626,992 bytes
audit_report_20260910_integrity_revision.htmlMissingPost-remediation immutable revision proofMissing; byte count null

All five expected games were reviewed:

  1. COL@NYY
  2. HOU@PHI
  3. PIT@CHW
  4. TB@ATL
  5. TEX@SEA

Coverage is complete for the five-game slate: canonical artifacts loaded 5/5, continuous-learning games 5/5, forensic deep-audit games 5/5, starter comparisons 5/5, and structural audits 5/5 (coverage_matrix).

Gaps and contradictions

  1. Missing integrity revision audit. The source manifest explicitly reports audit_report_20260910_integrity_revision.html as missing. This prevents confirmation of the post-Luna immutable-revision proof, although the per-game structural audits otherwise pass.
  1. Critical probability-lineage defect at PIT@CHW. The causal register identifies an unexplained calibrated-to-published delta. The lineage records:
  2. calibrated probability: 0.5711
  3. published home probability: 0.528284
  4. delta: -0.042816
  5. unexplained_material_delta: true
  6. transformation: "no recorded transformation explains the publication delta"

The register correctly treats this as critical and says promotion must be blocked until the missing transformation is traced. The data does not establish that the governor was bypassed; it establishes only that the final publication transformation is not documented.

  1. Starter-feed inconsistency at PIT@CHW. The settled per-player feed reports a missing pitching line for CHW starter Hagen Smith: projected ERA 1.93, reason "no pitching line for this player in the settled per-player feed". However, the game-level starter_lines still contains a projected line of 1.0 ER, 1.93 ERA, and 14 outs, while the actual line records 0 ER and 6 outs. This is not counted as a structural audit error, but it is a starter-data contract gap requiring reconciliation.
  1. Probability-orientation complexity. Some fields are expressed as home probability, while the governor and diagnostic fields appear to be pick-side oriented. For example, PIT@CHW has an away pick and published home probability 0.528284, equivalent to an away pick probability of approximately 0.471716 in probability_reversions. The numerical values are reconcilable by orientation, but the lineage labels should explicitly identify side orientation at every step.
  1. Score-stage and winner-stage behavior are not identical. The stage table shows historical_ml winner accuracy 0.6, variance_applied winner accuracy 0.4, and enhanced_prediction recovering to 0.6. A later recovery does not erase the intermediate regression.
  1. Small-sample calibration. The slate contains only five settled games. Calibration buckets contain three and two games respectively. The cross-slate persistence evidence is therefore more informative than the current slate alone for parameter decisions.

2. Executive diagnosis

Overall result

The system went 3–2, with winner accuracy 0.600, versus the walk-forward baseline of 0.559444 and model holdout winner accuracy of 0.598152 (summary, self_assessment, model_validation). That is a modestly positive directional result, not evidence of good score forecasting.

Separate diagnoses

DimensionDiagnosisEvidence
Winner accuracyAcceptable on this slate, but not dominant3/5, 0.600; two losses were low-confidence or moderate-confidence calls
Calibration qualityMixed and materially imperfectWeighted absolute calibration error 0.1171; one bucket underconfident, one overconfident
Score accuracyWeakTeam-run MAE at published stage 2.3; total-run MAE 4.2; exact-run holdout R² only 0.011791 home, 0.021038 away, 0.020666 total
Starter accuracyMixed and a major contributor to HOU@PHINine starter comparisons showed mean ERA error -3.19; Cristian Javier was projected at 11.25 ERA and delivered 1.50 ERA
Artifact integrityStructural artifacts largely passed, but not clean overallAll five per-game audits passed with zero critical/error/warning findings, but PIT@CHW has a critical undocumented probability transformation and the integrity revision audit is missing

A correct winner does not imply a good prediction. PIT@CHW was a correct winner but had a team-run error of 5; COL@NYY was a correct winner but missed the home score by 2 and had a team-run absolute error of 3.

Causal issue register reconciliation

Critical: unexplained published probability transformation

This is a contract/evidence failure, not proof that the probability governor was bypassed.

High: intermediate winner-direction regression

This is a material model/process risk, not a critical artifact failure.

High: weak validated run-model signal

Informational: complete audit coverage

Informational: simulation inert on this slate

The cross-slate evidence changes the operational status of this finding from single-slate information to an established persistent code/diagnostic problem; see Sections 7 and 8.


3. Every game

COL@NYY — correct winner, imperfect score

Starter projection versus actual

StarterProjectedActualError
Ryan Feltner, COL4 ER, 14 outs, 7.71 ERA4 ER, 15 outs, 7.20 ERAER 0, outs +1, ERA -0.51
Max Fried, NYY2 ER, 18 outs, 3.00 ERA1 ER, 10 outs, 2.70 ERAER -1, outs -8, ERA -0.30

Starter projections were broadly accurate in earned runs. The largest score miss came from offense and game realization rather than a major starter ER miss.

Edges and controls

Score path and player adjustments

The supplied trace does not provide the full score-evolution array for this game, but it records a high-margin pick and a large Savant run-environment swing. Important player deviations included:

The player-level diagnostic says the saved forecast artifact was clean and was not responsible for a miss; this game was a hit.

Audit and causes


HOU@PHI — wrong winner and large score miss

Starter projection versus actual

StarterProjectedActualError
Cristian Javier, HOU5 ER, 12 outs, 11.25 ERA1 ER, 18 outs, 1.50 ERAER -4, outs +6, ERA -9.75
Zack Wheeler, PHI3 ER, 17 outs, 4.76 ERA1 ER, 21 outs, 1.29 ERAER -2, outs +4, ERA -3.47

The starting-pitcher projection was the primary miss driver. Both starters substantially outperformed their projected ER lines, especially Javier.

Edges and controls

Score path

The forecast evolved as follows:

  1. Historical ML: HOU 4.0108, PHI 5.9834.
  2. Variance applied: HOU 4, PHI 6.
  3. Enhanced prediction: HOU 4, PHI 5.
  4. Savant run environment: HOU remained 4, PHI 5; adjustments were -0.487 HOU and +0.1663 PHI.
  5. Fundamental review, cap, and simulation: HOU 4, PHI 5.

The model never moved toward the actual low-scoring HOU win. The no_change volatility decision left a nine-run forecast against a three-run game.

Player-level adjustments

Material player changes were recorded for 24 players/metrics. Important deviations included:

The slate player audit found only 11/37 material deviations were supported by the hitter's own season contact quality (29.7%), so most player-level deviations should not be overfit.

Audit and causes


PIT@CHW — correct winner, materially wrong score, critical lineage defect

The edge is not a near coin flip in the sense of the report's explicit guardrail: a 0.12 home-away confidence edge is moderate, not a near coin flip. This game was lower conviction than HOU@PHI but still a directional lean.

Starter projection versus actual

StarterProjectedActualError
Jared Jones, PIT3 ER, 14 outs, 5.79 ERA0 ER, 21 outs, 0.00 ERAER -3, outs +7, ERA -5.79
Hagen Smith, CHW1 ER, 14 outs, 1.93 ERA in game-level lineActual starter feed line is incomplete; game-level actual records 0 ER and 6 outsFeed/role reconciliation gap

The game-level breakdown labels Hagen Smith's starter line as missing from the settled per-player feed. Therefore the CHW starter comparison is not fully contract-clean even though the structural audit passed.

Edges and controls

Score path and players

The forecast path is not given as a full score-evolution array, but the published target was PIT 4, CHW 3.

Important player outcomes:

Both lineups scored three runs below their respective projections. The forensic conclusion calls Jones's shutout an outlier start and says no credible venue, opponent, or experience signal explains it.

Audit and causes


TB@ATL — wrong winner, largest score miss

Starter projection versus actual

StarterProjectedActualError
Nick Martinez, TB2 ER, 18 outs, 3.00 ERA0 ER, 19 outs, 0.00 ERAER -2, outs +1, ERA -3.00
Martín Pérez, ATL2 ER, 17 outs, 3.18 ERA0 ER, 21 outs, 0.00 ERAER -2, outs +4, ERA -3.18

Both starters outperformed their ER projections, but the game was primarily lost through the extreme low-scoring environment and a bullpen failure.

Edges and controls

Score path

  1. Historical ML: TB 4.217, ATL 4.677; slight ATL direction.
  2. Variance applied: TB 4, ATL 5; ATL direction.
  3. Enhanced prediction: TB 5, ATL 4; first wrong-direction flip toward TB.
  4. Savant environment: TB 5, ATL 5; tie.
  5. Fundamental review: TB 6, ATL 5.
  6. Capped and simulation stages: TB 6, ATL 5.

The enhanced stage moved away from the actual ATL winner. The later stages preserved or reinforced the wrong TB direction. No simulation winner intervention corrected it.

Player-level adjustments

The actual TB bullpen allowed 3 ER in one out through Kevin Kelly, while ATL's bullpen allowed one run. The lineups also underperformed: TB lineup delta -4, ATL -3.

Audit and causes


TEX@SEA — correct winner with intermediate winner regression

Starter projection versus actual

StarterProjectedActualError
Jacob deGrom, TEX1 ER, 15 outs, 1.80 ERA0 ER, 18 outs, 0.00 ERAER -1, outs +3, ERA -1.80
Logan Gilbert, SEA3 ER, 17 outs, 4.76 ERA3 ER, 21 outs, 3.86 ERAER 0, outs +4, ERA -0.90

Starter ER projections were accurate or conservative.

Edges and controls

Score path

The stage table explicitly records:

This game is the affected game in the high-severity pipeline-instability register. The later recovery is not evidence that the variance stage was safe.

Player-level adjustments

Audit and causes


4. Miss reconstruction

HOU@PHI

Earliest wrong-direction stage

The earliest wrong result was already present at historical_ml: HOU 4.01, PHI 5.98, favoring PHI, the eventual wrong winner. variance_applied retained that direction at 4–6; enhanced_prediction reduced PHI to 5 but did not correct the side. Savant and later stages retained the wrong PHI direction.

Error classification

TB@ATL

Earliest wrong-direction stage

The earliest wrong-direction movement occurred at enhanced_prediction, where the score changed from TB 4, ATL 5 to TB 5, ATL 4. The historical and variance stages favored ATL, but enhancement reversed the winner toward TB. This is the earliest model-stage regression toward the wrong result.

The transition evidence records:

Error classification

Pipeline-stage audit across all stages and transitions

StageWinner accuracyTeam-run MAETotal-run MAEAssessment
historical_ml0.600, 3 hits2.49154.6756Baseline
variance_applied0.400, 2 hits2.50004.6000Winner regression; TEX moved SEA → TIE
enhanced_prediction0.600, 3 hits2.20003.6000Recovered winner accuracy; improved score metrics, but flipped TB@ATL incorrectly
embedded_savant_run_environment0.600, 3 hits2.20004.0000Margin improved, total MAE worsened
fundamental_edge_target_review0.600, 3 hits2.30004.2000Margin remained improved, team-run quality regressed versus prior stage
capped_target0.600, 3 hits2.30004.2000No change
simulation_result0.600, 3 hits2.30004.2000No change
published_final0.600, 3 hits2.30004.2000No change from simulation

Important transitions:

The correct final slate result does not erase the intermediate winner-direction regressions.


5. Cross-game counterfactuals

Lever tension 1: score.variance_multiplier / score.variance_floor

Lever tension 2: player.pitcher.v4 form weights / player.pitcher_prior_games

Lever tension 3: recent.* / season.* run-mean weighting

Tempting one-game fixes that should not be made

  1. Do not globally increase venue-split weighting solely because of Javier. HOU@PHI supports it, but COL@NYY and TEX@SEA had accurate starter projections, and the cross-slate starter ERA bias is explicitly nonpersistent: only 6/11 slates share the sign, with z=1.11.
  1. Do not treat PIT@CHW's missing probability transformation as evidence to change the governor. First trace the pick-side math. The register explicitly prohibits inferring a governor bypass.
  1. Do not tune the model to Oneil Cruz, Cam Smith, or individual player deviations. Only 11/37 material deviations were supported by season contact quality; the remaining deviations are primarily noise.
  1. Do not force simulation winner intervention based on the zero-flip slate alone. The cross-slate streak makes simulation a code/diagnostic issue, not evidence for a score-mean or confidence parameter move.
  1. Do not reduce confidence caps solely because TB@ATL lost. It was a classified toss-up with published probability near 0.50; its loss is not a high-confidence calibration failure.

6. Data and contract defects

Critical findings

1. Unexplained probability publication delta — PIT@CHW

This is the only registered critical finding:

Required action: reconstruct the complete pick-side path and block promotion until the transformation is recorded and reconciled.

2. Missing integrity revision audit artifact

The manifest reports the immutable revision audit as missing. This is an evidence/contract gap even though no per-game structural audit failed.

Error findings

No structural audit reported an error. Each of the five games had error: 0; the slate-level structural summary also reports critical: 0, error: 0, warning: 0.

That does not negate the critical probability-lineage issue, because the causal register captures a contract defect not surfaced as a per-game structural error.

Warning findings

No warning findings were reported. This is a coverage result, not proof that the system is defect-free.

Informational findings

Prediction-model defects versus presentation/artifact defects

Prediction/model/process defects

  1. Near-zero run-model signal: holdout R² of 0.011791 home, 0.021038 away, and 0.020666 total.
  2. Simulation is persistently inert: no winner intervention for 11 consecutive slates; self-assessment identifies early-exit and selected-draw construction as the root cause.
  3. Intermediate winner instability: variance application reduced slate winner accuracy from 0.600 to 0.400.
  4. Starter projection failure in HOU@PHI: especially Javier's 11.25 projected ERA versus 1.50 actual.
  5. Overdispersed/high run means on this slate: average lineup delta -1.7 across ten sides; total overprediction on both losses.

Presentation/artifact/contract defects

  1. PIT@CHW probability lineage is incomplete.
  2. Missing integrity revision audit file.
  3. PIT@CHW settled starter-feed line is incomplete.
  4. Per-game forecast files themselves were reported clean: every game's diagnostic says the saved artifact had zero defects and was not why the prediction missed.

Complete probability-lineage audit

The required path is raw model → calibrated → governor → score coherence/recency → published.

GameRawCalibrated/governedPublishedReconciliation
COL@NYY0.71030.68580.580Recorded transformation: score coherence plus matchup-recency guardrail
HOU@PHI0.62730.60310.566859Recorded transformation; no unexplained material delta
PIT@CHW0.50000.57110.528284 home / 0.471716 awayBypass/undocumented transformation cannot be distinguished; critical gap
TB@ATL0.526050.50800.505802 away / 0.494198 homePublished value matches calibrated/governed value within rounding/orientation
TEX@SEA0.53010.53780.527296Recorded transformation: score coherence plus matchup-recency guardrail

A bypass should be called only when a material delta has no recorded transformation. That condition is met for PIT@CHW, but the evidence does not prove that the governor itself was bypassed.


7. Cross-slate persistence

A single slate is noisy, but several findings have explicit persistence evidence.

Escalated findings

These are established failures, not single-slate noise.

simulation_inert_on_slate

This is a code/diagnostic failure, not a reason to force a parameter change.

weak_run_model_signal

The self-assessment correctly states that no bounded nightly knob can reliably fix near-zero holdout R². The recommended action is feature-contract and training-target work.

Finding streaks

FindingConsecutive-slate countPresent nowInterpretation
high_raw_probability_cluster0NoNot persistent now; incidence 2/11
pipeline_winner_instability1YesPresent now, but not escalated; incidence 4/11
score_margin_compression0NoNot persistent now; incidence 3/11
simulation_inert_on_slate11YesEstablished persistent failure
single_slate_calibration_instability0NoNot persistent now; incidence 5/11
weak_run_model_signal11YesEstablished persistent failure

The escalation_streak value is 3, but the individual escalated finding records independently show 11 consecutive slates. The latter is the relevant streak for each finding.

Metric-trend directions

Top-confidence-pick loss streak

Other persistent cross-slate evidence

The cross_slate_bias section does not support changing starter opponent-strength weighting or score variance floor from the available 11-slate tests:

These nonpersistent findings should not override the two explicitly escalated persistent failures.


8. Adjustments for today

Recommendations are ranked by persistence and evidence strength. These are bounded recommendations or shadow experiments only; no files or parameters are being changed here.

1. Fix the persistent inert simulation path — highest priority

2. Address persistent weak run-model signal — code and training diagnostic

3. Apply one small shadow change for the strongest single-slate driver: widen score variance

4. Probability-lineage repair before promotion

5. Do not change pitcher form weights today

6. Do not change confidence caps solely from this slate

The self-assessment proposes lowering confidence.base_cap and confidence.moderate_cap, but the actual slate had no high-confidence category and the top-pick loss streak is zero. A small calibration shadow could be reasonable, but it is lower priority than the persistent simulation and run-model defects. The current weighted calibration error is improving cross-slate.


9. Bottom line

Known

Uncertain

Single safest next action

Repair and verify the probability-lineage and immutable-audit contract before promotion, while starting a shadow implementation of independent simulation win-probability estimation. This addresses the only critical evidence defect and the strongest persistent process failure without overfitting the two-game loss pattern or disturbing the balanced pitcher and recent/season weighting tradeoffs.