- 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