MLB-D23 Part 1 — neither surface is close. The zero-volume healthy class realizes about 5% of a healthy comparable, and the ROS column is the less wrong of the two by exactly the disputed fraction

We tested it, it did not survive the evidence, and the projections did not change. Here is the whole result, including what it does not prove.

_This is one of a series on hypotheses that failed. Every projection change here has to beat a held-out test before it ships, and most candidates do not. Publishing only the ones that worked would misrepresent how the model is built._

What we thought might be true

With nothing banked, the Total Season number and the ROS column claim the same quantity and differ by exactly rosFrac (AUDIT_ROS_DOUBLE_FRACTION_ZERO_YTD_2026-09-11, mechanism trapped 196 of 196 rows). §1 named two answers: TOTAL, meaning realized lands near projPoints and the ROS column understates by about 10x; or ROS, meaning the doubled fraction is accidentally calibrated.

Neither is what history says.

What actually happened

Holdout 2023-2025, as-of 07-31. ρ is predicted over realized, so 1 is calibrated and above 1 is over-projection.

Namen pairsρ_total97.5% intervalρ_ros97.5% intervalverdict
**pitchers**42790.07[57.71, 164.98]29.38[18.82, 53.82]HOLD
**batters**30977.01[42.39, 204.19]25.12[13.83, 66.61]HOLD

Both intervals exclude 1 for both kinds, which §5 defines as HOLD. The prereg described that branch as "the truth lies between the two surfaces and neither is right". It is not between them. It is below both.

Criterion (3), which surface sits nearer 1 in log space, is unanimous in the same direction the level says — ρ_ros is nearer in 5 of 5 slices for each kind:

slicepitchers ρ_total / ρ_rosbatters ρ_total / ρ_ros
202373.85 / 24.0954.80 / 17.88
202499.63 / 32.50162.62 / 53.05
2025103.35 / 33.7172.58 / 23.67
as-of 06-1545.86 / 26.2449.27 / 28.19
as-of 08-31223.27 / 35.82213.25 / 34.21

Verdict

Rejected. Nothing in the projections changed as a result of this study.

_Written up from the internal audit record. The numbers are the ones the study produced; nothing was re-run to make the story cleaner._

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