What changed: r4 to r5

First sourced recovery scenarios preserving the H1 loss, distinguishing annual versus H2 margins, and separating MSA estimates and accrued-loss cash.

Retrieval clocks and internal hashes are excluded. Changed source or accounting definitions are not automatically an economic restatement. The authored reason describes the destination revision.

Field	Before	After
/memory/as_of	2026-09-18	2026-09-21
/memory/bands/10d/n	None	300
/memory/bands/10d/p10	-7.167	-6.14
/memory/bands/10d/p50	0.252	0.236
/memory/bands/10d/p90	10.459	8.851
/memory/bands/10d/p_up	0.51	0.52
/memory/bands/126d/censored	None	0
/memory/bands/126d/n	None	277
/memory/bands/126d/p10	None	-26.899
/memory/bands/126d/p50	None	-0.241
/memory/bands/126d/p90	None	27.811
/memory/bands/126d/p_up	None	0.495
/memory/bands/1d/n	None	300
/memory/bands/1d/p10	-2.881	-2.103
/memory/bands/1d/p50	0.099	0.181
/memory/bands/1d/p90	3.379	2.192
/memory/bands/1d/p_up	0.527	0.55
/memory/bands/21d/censored	None	0
/memory/bands/21d/n	None	299
/memory/bands/21d/p10	None	-9.467
/memory/bands/21d/p50	None	-0.019
/memory/bands/21d/p90	None	11.214
/memory/bands/21d/p_up	None	0.498
/memory/bands/252d/censored	None	0
/memory/bands/252d/n	None	249
/memory/bands/252d/p10	None	-30.902
/memory/bands/252d/p50	None	2.697
/memory/bands/252d/p90	None	57.829
/memory/bands/252d/p_up	None	0.57
/memory/bands/5d/n	None	300
/memory/bands/5d/p10	-5.884	-4.421
/memory/bands/5d/p50	0.51	0.346
/memory/bands/5d/p90	7.85	5.325
/memory/bands/5d/p_up	0.56	0.563
/memory/bands/63d/censored	None	0
/memory/bands/63d/n	None	293
/memory/bands/63d/p10	None	-21.01
/memory/bands/63d/p50	None	0.278
/memory/bands/63d/p90	None	20.53
/memory/bands/63d/p_up	None	0.522
/memory/state	down/below/off/stuck/effort/mid/some	down/below/off/stuck/ordinary/weak/some
/meta/as_of	2026-09-19	2026-09-22
/meta/revision	4	5