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builtbykev 86d123945c Rank on p_win: challenger instrument + retire edge from decisions
MEASURED BASIS (n=200 settled MLB rows): corr(p_win, outcome) = +0.26;
corr(edge, outcome) = -0.010 incumbent ruler / -0.022 consensus ruler.
Subtracting the market destroys the signal under BOTH rulers, so a
quantity that does not predict must not rank, gate or decide.

CHALLENGER-FIRST -- live ordering is byte-identical. rankGrades (the
incumbent, grade-first with edge as its 4th key) is untouched and tested
as untouched.

NEW: rankByForecast -- takeable-gated p_win -> grade -> confidence -> stable
order, with NO edge term anywhere. p_win LEADS and the letter follows,
deliberately: the letter measured r ~ 0.005 and is inverted (B 52.4% <
C 56.9%) while p_win measures +0.26, so leading with the letter would sort
by the weaker signal and use the stronger one only to break ties.

Recorded in the code: isotonic calibration is a MONOTONE transform, so
ranking on raw vs calibrated p_win gives the SAME ORDER. Calibration
matters when p_win is displayed or thresholded; it cannot change a
ranking. Nothing here needs the calibrated value.

rankingDelta + GET /api/internal/ranking-delta measure how far the board
would move before any flip. The endpoint reports p_win coverage alongside
the delta -- if p_win is absent the challenger degrades to grade order and
the delta UNDERSTATES, which is worth saying rather than reporting a clean
zero.

forecast_rank is stamped on snapshot grades BEFORE stripModelPrice, so
every tier gets the correct order without the paid values (the
topGradedService precedent -- an ordinal can travel where the magnitude
cannot). Additive only: nothing sorts by it yet.

RETIRED AS DECISIONS (not rankings, so done now):
- altLineScanner.compareToBookImplied no longer returns value_detected:
  edge > 0. Edge is still COMPUTED and returned -- losing the record would
  be worse than mis-using it -- but the verdict is an honest null with
  value_basis: 'retired:edge_does_not_predict'.
- scanAltLines no longer filters to edge>0 or calls the survivor "optimal".
  The whole ladder is returned ranked and labelled
  'price_gap_diagnostic_unvalidated'. The module has ZERO callers (verified)
  -- unwired like mlbGrader.js, left in place and made honest.

An honest asymmetry recorded there: ranking props AGAINST EACH OTHER must
not use edge, but choosing between RUNGS OF THE SAME PROP is inherently
price-relative -- ranking rungs by model probability alone would always
pick the lowest line, since P(over 0.5) > P(over 2.5) by construction. So
the gap stays the rung key, explicitly labelled unvalidated.

Two superseded tests updated to stronger properties.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01QJs13VsyiSKYQP6rj3NNmc
2026-08-01 01:24:55 -04:00