← All Ledger studies

The Ledger · Roster continuity

Portal and Roster Reconstruction

Does portal volume or broad roster reconstruction explain an additional signed season-opening market adjustment?

No separate adjustmentNo stable directional effect after existing team, quarterback, and game-flow information.Updated August 31, 2026
Decision

Do not add portal churn to the Factor sum. Retain the underlying counts for prospective validation and future interactions with quarterback, coach, or unit availability.

Historical seasons
2022–25
Primary sample
46 extreme-reconstruction openers
Start here

What the evidence says

At openNo reliable extra effect

Portal counts, talent totals, and broad reconstruction measures worsen held-season opening-gap accuracy.

In-week pricingNo reliable extra effect

The audited movement models do not show a stable week-of-game response to generic roster churn.

Against the spreadNo demonstrated edge

Result accuracy generally worsens when a broad reconstruction adjustment is added.

What this meansDo not add portal points

Much of the information is already in the team rating. Specific positions or units remain better research targets than total churn.

2026 prospective implementation

Ready from existing data

Extreme portal and returning-production states can be scored for 2026 from retained project files; the reviewed-condition detector is not yet connected.

Current inputs

  • Portal entries and exits
  • Transfer talent
  • Returning PPA
  • Coach and quarterback context
Additional source need
No new provider for the current preseason snapshot; future seasons require the existing roster/portal feeds to refresh.
Refresh cadence
Preseason, then after material roster corrections.
Coverage and limitations
Broad churn has no approved direction and should appear only as a zero-point evaluated condition.

Study results

TestGamesResultValidation
Extreme FBS-FBS center26No stable directionMean driven by a minority of large cases
Extreme FBS-FCS center200.21 points toward reconstructed favoriteEffectively zero
Opening MAE1273.027 baseline vs 3.221 reconstructionReconstruction worse
Kickoff MAE613.695 baseline vs 3.707 reconstructionNo useful gain
Opening-to-kickoff MAE421.773 baseline vs 1.841 reconstructionReconstruction worse
Actual vs OV MAE18513.000 baseline vs 13.267 reconstructionReconstruction worse

What we tested

Once the audited game-flow baseline is removed, portal volume, portal talent, broad reconstruction, and coach/QB interactions do not improve held-season opening, movement, or result prediction. A small kickoff change does not survive as a stable general rule.

  • Incoming and outgoing portal counts and talent
  • Returning PPA
  • Season-relative reconstruction rankings
  • Interactions with new coaches and low-experience quarterbacks

Leakage and validation safeguards

  • Existing transfer talent and returning production in the team rating are accounted for
  • Incomplete historical roster denominators are not converted into replacement percentages
  • Leave-one-season-out validation
  • Directional effects and variance effects tested separately

What we learned

  • Broad portal activity is largely absorbed by existing annual team information.
  • High reconstruction may increase uncertainty without giving a reliable direction.
  • Specific position or unit interactions remain more promising than a generic churn score.

What this does not prove

  • Historical roster endpoint coverage is inconsistent.
  • The wider-result relationship is not stable enough for a calibrated range adjustment.

How uses this finding

Roster reconstruction is excluded from the displayed Factor sum. It may appear as an evaluated condition with a link to this negative result.

Historical data record

Revalidated August 31 under market-line contract 2026-08-31.2. The downstream audit uses the validated game-flow baseline and does not subtract the unsupported broad Week 1 QB model. All six endpoint families retain separate outputs.

Audited game-level table: being regenerated under the current market-line contract