The event study showed the breadth-divergence signal genuinely leads (warned
before 7/11 drawdowns, ~6 weeks median, where the coincident baseline almost
never did). Surface it live to observe before deciding how to embed it — kept
separate from the index, not folded into its weights.
- regime_monitor daily job now computes breadth-divergence live and attaches a
separate early_warning score plus a combined blend (weighted mean, default
0.6/0.4, configurable via combined_weights) to each snapshot, including the
backfill so the 7/30-day trends populate immediately. Stored in breakdown_json
— no schema change. Best-effort: a breadth failure can't break the index.
- get_regime_monitor returns the index, early_warning, and combined scores each
with 7/30-day deltas.
- Regime tab shows three gauges (generalized ScoreGauge): coincident index,
early warning, and a compact combined blend. Stale snapshots render "—".
Note: the daily regime job now also does a universe-wide breadth scan.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
dennisthiessen
613fc756ec