Greg Pomerantz 3fbf332b31 Per-fund report: app Summary page + narrative engine + mix_series beta fix ...

- fundlab/narrative.py: data-driven English prose per fund (performance,
  drivers tiered by fit, explicit 'what we do NOT know', bottom line)
- fundlab/reportdata.py: static build -> reports/report_data.json
- app.py Fund Lab Summary: at-a-glance table + per-fund expanders
  (narrative, equity curve, period table with fund-ref gap, drivers,
  reference mix, tax, cluster peers)
- fundlab/report.py: narrative in the HTML report; forward-selected
  reference (weak-fit funds anchor to cash); SLEEVE_DESC exposure
  explanations
- BUG: mix_series() never applied the betas (reference curves were raw
  sleeve sums; JLPSX 'reference' +407% vs fund +123%) - fixed and all
  reference curves/tables regenerated
- reports/fund_report.html + report_data.json regenerated

2026-08-30 17:36:58 -04:00

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