More on evaluating the run game
One, I really am more interested in running games, or a team's ability to run, than I am in one runningback versus another. I definitely play fantasy football myself, but it's not the reason I get interested in football stats. Instead I want to know how good an offense is, and then secondarily how good a particular play is; whether Barry Sanders or Emmitt Smith is better is usually not a discussion I get into. As a result I don't mind so much that it's hard to disassociate how good a runningback is from how good the line is, or the faking, etc. From an evaluation perspective, if you can analyze one play being better than another, then you can pretty easily ask if it is scheme or execution, and thus concepts or players.
Second, I do prefer to focus on easily observable stats. Some of this is maybe my laziness, but that's one big appeal of yards per carry: I know it has little application on third down. (One yard could be a success if it converts for a first down, and eight yards could be a failure if it was third and ten -- but then what if the draw was a good call rather than an interception or a sack? I digress.) That is just mainly aimed at seemingly interesting stats that would be a practical nightmare, based on every play and then a subjective interpretation of how many guys he bounced off of or his vision and cutback versus contact, etc -- you get the idea.
Anyway, Bill Connelly of Football Outsiders (and RockMNation) had actually discussed this fairly recently:
Regular Varsity Numbers readers have probably become familiar with some of the basic VN concepts, namely PPP (Points Per Play) and the "+". PPP is a measure of explosiveness--the amount of Equivalent Points (EqPts) averaged per play. The "+" number compares an offense's output to the output expected against a given defense, and vice versa. With the "+" number, 100 is average, anything above 100 is good, and anything below 100 is bad.
Points Over Expected
Is there any way to use these concepts to come up with a good rushing measure? Of course! Meet POE (Points Over Expected), the collegiate stepchild of DYAR. Whereas a rusher's PPP+ would compare his EqPts output to what would be expected, and is therefore great for measuring an offense's overall effectiveness, POE is cumulative. It is a comparison of a rusher's total EqPts to the Expected EqPt total, subtracting the latter from the former.
POE = EqPts - Expected EqPts. . . .
Most Varsity Numbers measures, in one way or another, bounce output versus expected output. POE, a brother to PPP and cousin to S&P and S&P+, does just that. POE, which intends to both evaluate both per-play and cumulative success, could also be used to evaluate receivers and tight ends, but that will be hard without good "pass intended for _____" data (some college play-by-plays record detailed information in this regard, others do not). Right now, it is an RB-only figure, but it is a pretty good one.
Not sure I entirely buy this as the best method (requires getting into the nitty gritty of FO's methods), but overall this is a good starting spot. It tends to reward the explosive players.
Moving to the comments, a few highlights, though all were excellent. Brad said:
I don't think getting long runs is the only way a back can improve his average. He can also do so by getting less short gains.
Think of a back that gets 3 yds minimum on slightly over half of his carries and gets 6 yds on the rest. Then compare him to a back that gets loses a yard on a third of his carries gets 3 yards on a third of his carries and gains 10 yards on a third of his carries.
Both backs have a median rush of 3 yds, but the first back averages around 5 yds per carry while the second one averages only 4. However the second back clearly has more "Big play potential" because he gains 10 yards on 1/3 of his runs.
My point is that a back can improve his average vs median both by getting more long gains OR by having less short runs. Which of these two things that great backs do is a question for the data.
I should have conceptualized this better in the first place, because this helps explain why Reggie Bush has been such a mediocre rusher in the NFL. It's not his explosiveness (though he hasn't broken many very long runs), but his routine bad plays. It also is why Emmitt Smith and Barry Sanders are so hard to compare: Barry's stat line was full of negative plays and small gains, but checkered with the spectacular long runs. Emmitt Smith, the opposite. (And I don't think with Barry it was all just jump and bad blocking; it was also just his running style. Do you think he would have fit in well with the Denver Broncos "one-cut-and-go" philosophy? People say "oh, if he had played for them he would have had 3,000 yards but I'm not so sure.)
Tom points me to another good bit from Football Outsiders, this time by Mike Tanier, quoted at length:
The 4.0-4.1 yard average is an arithmetic mean: add up all the yards, divide by the attempts. The arithmetic mean is easily skewed by extremes in data. A 75-yard run can increase a starting running back's rushing average by several tenths of a point by the end of a season. This skewing always increases rushing averages: there are several 50+ yard rushes every year, but no 50+ yard losses on running plays.
We all know that a few big plays can make a mediocre running back's rushing average look great. But how much effect do long gains have on the league rushing average? The best way to see this is to break down every running play by distance. . . . The table reveals a surprising fact: the mean carry may yield four yards, but the median carry yields only three yards, and the data distribution is centered at two yards. . . .
Over 20 percent of running plays gain zero or one yards. Factor in losses, and over one-fourth of all runs result in negative or negligible yardage. The rushing average for the plays in the -4-to-10 yard range in 2005 was 2.95 yards per attempt. Long runs make up only about nine percent of all rushing plays, but they increase the league rushing average by over 40 percent. . . .
As a way of negating the importance of team strength as well as studying the contrasts between rushing styles, let's examine a pair of teammates from 2005.
Last season, Tatum Bell gained 920 yards and averaged 5.3 yards per carry. Mike Anderson gained 1,014 yards but averaged just 4.2 yards per carry. Despite the wide disparity in yards per carry, DVOA and DPAR ranked Anderson as the better back. Anderson was 37.0 points above replacement level, Bell 16.4. Anderson was 20.3 percent better than the average back, Bell just 7.6 percent.
Bell's rushing average was inflated by several long runs: he had a 68, 67, and 55 yard run in 2005, plus several 35-yard runs. Anderson's longest carry of the season was 44 yards, and that was his only run longer than 25 yards. We all know that Bell is a "home run threat" while Anderson is more consistent. But is it really fair to downgrade Bell because of his long runs? We're inclined to downgrade Bell somewhat because so much of his value is contained in a few plays. But is that really fair? After all, gaining four yards at a time is great and all, but big plays are pretty important, too. . . .
Anderson's yardage distribution is centered in the 2-3 yard range, while Bell's is centered in the 1-2 yard range, giving Anderson a full yard-per-play advantage on carry after carry. Bell's advantage, of course, is on runs of more than 10 yards. All but 6.5 percent of Anderson's runs gain from -4 to 10 yards, while 10.5 percent of Bell's runs are outside the chart (he only lost five yards on one play last season). Give them both 200 carries, and Bell will have eight more long runs than Anderson, and those runs will be longer than what Anderson can usually muster. But Anderson will gain an extra yard that Bell couldn't on dozens of other
runs. . . .
Anderson's in-the-box mean was 3.36 yards per attempt, noting again that his "box" is larger. Bell's was just 2.67. What's interesting is that we tend to think of backs like Anderson as "ordinary" while backs with Bell's big-play potential are held in higher esteem. But Bell's rushing distribution is more in line with the league norms than Anderson's. He's very good, but his contributions are typical of what backs around the league provide. Anderson, at least in 2005, was the unique player, providing hard-to-get, down-in, down-out production.
The difference between Bell and Anderson suggests that "cloud of dust" backs are more valuable than "boom or bust" backs, but we must be careful when using cheesy labels. Our perception of a back's production profile are often way off. How would you classify Marshall Faulk in his prime? Probably as a boom-or-bust back, albeit one with lots of boom and only a little bust.
But Faulk's running distributions show that in his prime he was much more than a big-play machine. . . .
Faulk's in-the-box mean was 3.37, a very good figure. What's more, his "box" only included 86 percent of his runs. Faulk had seven 12-yard runs, six 16-yard runs, and three 18-yard runs in 2000, giving him a very high percentage of 11-20 yard runs. But what's most remarkable about his production was his ability to avoid no-gainers and his above-average totals in the 3-5 yard range. Fast, shifty Faulk was just as good at using his skills to gain a yard or two as he was at burning defenses for long gains.
By contrast, [Jonathan] Stewart's ability to avoid losses and pick up two or three yards couldn't offset his complete lack of big-play potential. At first glance, Stewart's distribution looks similar to Anderson's. But his in-the-box mean of 2.8 is over a half-yard lower. The differences are subtle -- Anderson is a little more likely to gain five or six yards and a little less likely to lose yardage -- but they add up over a few hundred carries. And Stewart, like Anderson, concentrated 95 percent of his carries in the -4-to-10 yard range, so he had few 10-20 yard bursts to increase his productivity. Stewart, like Anderson, was providing a unique skill, which is why he was able to stay in the league for several years. Unlike Anderson, he wasn't a great exemplar of that skill, and the Football Outsiders metrics took him to task for it. . . .
Teams don't generate rushing yards in three-, four-, or five-yard bursts. They gain it through punctuated equilibrium, waiting through dozens of minimal gains for a few big plays per game.
And those big plays aren't that big. We've focused on gains of ten or less in this article, ignoring the 10.5 percent or so of plays that yield more yardage. The vast majority of those runs gain 11-20 yards: 6.9 percent overall. Almost 25 percent of the rushing yardage gained in the NFL is generated on runs of 11-20 yards. There were 960 such runs last year: 30 per team, or just over two per team per game. Amazingly nearly 10 percent of all rushing yardage is generated on runs of 30 or more yards, plays which occur about four times per year for a typical team.
These distribution breakdowns are so interesting that they might seduce us into making some wacky conclusions. Keep in mind that all of these averages and distribution patterns are situation dependent. . . .
Without further study, we shouldn't leap to grand conclusions. But we know this much: if we expect to gain four or five yards on every running play, we're going to be disappointed most of the time. No wonder passing totals have been creeping up for decades. If all a handoff gets you is two yards and a cloud of dust, you might as well throw the ball.
Lots going on here, but it mostly just reinforces what we know: Backs and teams have different styles, and it is not always easy to compare them; you want a guy who (a) does not lose yardage, (b) consistently gets positive yardage, and (c) is a big-play threat. They don't always come that way, so it is interesting that Tanier and FO conclude that the consistent back is simply better than the big-play threat. I'd like to see more to support that -- i.e. that the "dozens of first downs" or extra yards Anderson might have pulled down for the team were worth more than Tatum Bell's big plays. I'm not saying I disagree, but that it is interesting. That kind of conclusion could have troubling implications for a guy like, say, Barry Sanders, or moreso Reggie Bush.
Chase of the PFR Blog points out marginal yards, and adds:
I looked at rushing yards over 3.0 yards per carry. However, as the author has implied, I've begun shifting my focus away from yards per carry.
Rushing first downs is a key part of evaluating a running game. Without play by play information, I'd want to focus on rushing first downs, rushing yards, rushing TDs and carries.
I think this is good; rushing first downs should be part of the evaluation. According to CFBStats, last season's top first-down teams in college football are an expected bunch:
1. Air Force
2. Tulsa
3. Navy
4. Nevada (tie)
4. Oklahoma State (tie)
6. Oregon
7. TCU
8. Florida
9. Oklahoma
10. Georgia Tech
As a side note, I do think yards per carry is most useful on first down, and CFB Stats (as well as the pro-football reference site), has a ready breakdown of rushing stats by down, for all teams. For example, the yards per carry of the top 5 teams in the country last year, limited solely to first down, were:
1. Nevada 6.95
2. Louisiana-Lafayette 6.77
3. Florida 6.76
4. Navy 1843 6.12
5. Oregon 1676 5.96
Each team had over 1,600 yards on first down alone (everyone bud Oregon had over 1,800, and Nevada over 2,000). And those averages -- yes I just pasted that thing from FO saying you can't solely look at averages -- indicates that these teams had a lot of favorable down and distances to convert (Louisiana-Lafayette, the one seemingly strange entry, was in the top 15 of total offense last year despite not being a great throwing team).
In the end ... I have to think about this question some more. I think we're moving in the right direction, as, again, part of my motivation is to find handy and easy to use stats (thus one reason I dislike the idea of some kind of "running back efficiency rating" like they use with quarterbacks). I agree that the debate is going to be between styles of running game (or running back), as well as situation. I would imagine that teams like Oregon or Georgia Tech are going to have much different looking rushing distributions than, say, Wisconsin. But we're on our way down the path to the end.
End note: I'll be on vacation this week. I have a couple of posts set to go up, but otherwise I'll be out of pocket until next weekend/week. Cheers.
Assorted Links
2. Blue Gray Sky then explores the "sprint" or "stretch" run play.
3. Pro Football Reference blog compares AFL and NFL drafts.
4. New Detroit Lions' coach Jim Schwartz refuses to read books written by women. I recommend Margaret Atwood.
5. Creative types flocking to the internet, where fame can be instant but fleeting.
Smart Links 7/30/09
2. Dan Shanoff really doesn't believe Brett Favre.
3. Blutarsky is bringing the Mummepoll back. Get ready.
4. Steve Kragthorpe is determined to purge the University of Louisville of all things Brohm.
5. Captain Leach doesn't twitter, and reiterates his support for a 64-team college football playoff. I will say this: there would be some wild football, with every game a do-or-die. Some frantic, last minute wildness, every week. It might be infeasible, but the more I hear this idea the more I think it does sound fun.
6. Best thing you'll see in awhile.
7. USC's use of coaching consultants is questioned.
8. Finally, I'll be traveling today, but check out Dr Saturday as I should have a post up there later this afternoon, fitting in with the Doc's Big 12 week.
Wednesday, July 29, 2009
Assorted links
1. Above is Joe Paterno's diagram and coffee. Read all about it. (Ht Black Shoe Diaries.)
2. Why do players hold out of training camp? And what agency is doing all this holding out?
3. And the cat came back, thought he was a goner.
4. “No one should feel sorry for Bob,” said Kansas Coach Mark Mangino, a former assistant at Oklahoma under Stoops, “because he doesn’t feel sorry for himself.”
5. "These camps run by schools and their coaching staffs have become critical components in the recruiting process, allowing coaches to measure heights and weights, get 40-yard dash times and meet players up-close before deciding whether to offer a scholarship."
The quarterback
The quarter[back] is, under the captain, the director of the game. With the exception of one or two uncommon and rare plays, there is not one of any kind, his side having the ball, in which it does not pass through his hands. The importance of his work it is therefore impossible to overstate. He must be, above all the qualifications of brains and agility usually attributed to that position, of a hopeful or sanguine disposition. He must have confidence in his centre himself, and, most of all, in the man to whom he passes the ball. He should always believe that the play will be a success.
Saban on Tebow, the Gators' O
On Tim Tebow at the next level . . .
Q. As somebody who has coached in the NFL, I was wondering what your take is on Tebow’s NFL prospects? Do you think he’s talented enough to warrant a top 10 pick?
COACH SABAN: Well, you know, I don’t think it’s fair for me to judge that because I can’t really judge who the other guys in the top 10 are. Being involved in the draft before, if you’re not involved in the total body of work, it’s very difficult to make those kind of predictions.
But I will say this: I think Tim Tebow is an outstanding quarterback, an outstanding leader. I have no questions about his ability to throw the ball. He made some outstanding throws in good coverage in critical times in our game last year in the SEC championship game. So I have a tremendous amount of respect for him as a quarterback, as a leader, as an athlete, in every regard. I think he is a winner. I think he will be a winner in the NFL.
But I think everybody needs to understand that the NFL struggles to evaluate people who don’t do in college what they look for guys to do in the pros. And I don’t think they should be criticized for that. It’s a difficult evaluation when you play a little different kind of offense. I think Florida has a great offense. I think it’s very difficult to defend. I think they do a great job of executing it and coaching it. So I’m not being critical.
But it is different. And that makes it more difficult. You know, a general manager sent me a letter saying, How are you learning all the spread quarterbacks, how the dynamics of the critical factors of the quarterback position have changed because this offense has changed, what are you doing differently to evaluate quarterbacks, because we’re having a more difficult time evaluating players that play in that offense?
It affects everyone. The quarterback, as well as the left tackle. If somebody told me we don’t know how to evaluate this guy because he’s never played in a three point stance because he always plays in a two point stance because they’re no huddle, and they’re always in a spread. So it’s every position that is different from what they would like to see because they have a defined prototype they would like to evaluate toward. When you play in a different type of offense, it makes it more difficult to evaluate.
I don’t think anybody is disrespecting him, I guess is what I’m trying to say. I think it’s just a little more difficult to try to evaluate.
On the "Spread" offense . . .
Q. Talk about the impact of the spread offense on defenses in college football.
COACH SABAN: Well, I just think that it’s very difficult to defend. I think when the quarterback’s a runner, you create another blocker, or a receiver that you have to cover. So that kind of creates another gap on defense. And I think that that’s very difficult to defend.
But I think it’s like anything else: the multiples of what you have to defend are what make it more difficult to defensive players. Just like in the old days when they used to run the wishbone. When you had to play against the wishbone, that was really different. So it was difficult to get the picture and look of what you needed to do to get your team prepared to be able to play against it.
I think to some degree the spread offense is the same way. A no huddle offense is the same way. How do you get a scout team in practice to be a no huddle team to get any kind of execution so that the defensive players start to develop the mentality they need to be able to change their routine and play without a huddle?
So I think the concept of the spread offense is outstanding because it makes the quarterback an 11th gap on defense, I always say. If you only had to defend that all the time, I think we could all get a little better at it. It’s the multiple of the different things you see throughout the season that make it more difficult.
On the disruption of an inexperienced QB . . .
Q. From a defensive point of view, when you’re facing a quarterback that doesn’t have much experience, how do you try to take advantage of that? At the same time with an inexperienced quarterback this year, how do you try to guide him through games until he gets that experience?
COACH SABAN: Well, you know, I think that everyone develops at a little different pace and rate, depending on their ability to learn the knowledge and experience, how they learn from their lessons. And I think specifically in our case Greg McElroy learns very quickly and has had some experience. But I also understand that until he makes plays in the game, he’s not gonna fully have, you know, the trust and respect of all of his teammates, even though they really, really like him and they really like him as a leader.
I think the biggest mistake you can make in development of any new player, young player, inexperienced player, is give him too many things to do, and increase the multiples of the kind of mental errors that they can make.
I think that it depends, from a defensive perspective, who the guy is that you’re trying to defend. If he’s a smart guy, if you try to pressure him, you may enhance his chances of making plays because he understands it, he sees it, and his reads actually become a little easier.
If you try to play all coverage against him and don’t pressure him and he’s a good runner, he may hurt you with his feet.
So I think to really answer that question effectively, you’d have to know the specifics of who you were trying to defend.
On the Bluegrass Miracle, I missed out on the relevance of this question . . . (Video below)
Q. Can you tell us a little bit about the 2001 game between you and Kentucky and talk about the last play specifically.
COACH SABAN: Well, what I remember, most people don’t remember the little things and the details of why things happen sometimes, but there was about a 30 mile an hour wind that day, and we were fortunate to be able to game manage to get the wind in the fourth quarter by the way the coin toss went and all that stuff. We practice these two plays every Thursday at the end of practice. I forget the exact seconds, but we ran the first play because we could stop the clock and gained about 15 or 20 yards. Hit Michael Clayton on an in route, then had to go up top.
But the ball sailed and almost went 70 yards in the air because we had a big wind. The Kentucky players actually misjudged the ball. That’s what created the tip. Devery Henderson was the key running guy that’s supposed to play the tip. And it just worked out that way.
But what I remember the most from it was not that play. I’ve always been told by mentors, that the worst thing your team can do is play poorly and win. And we played poorly that day and won. And we got our rear ends kicked in the worst defeat in all the time I was at LSU the next week because of that. That’s what I remember the most.
Blitz-master Jim Johnson dies
Johnson was a 4-3 guy, and while his protégés took many lessons from him, he will be remember for his aggressive, blitzing defenses. Spagnuolo is more of a zone-blitz guy, but Johnson was always willing to play man defense and blitz safeties and linebackers from anywhere. Indeed, as I've mentioned before, Johnson essentially put the first nail in Steve Spurrier's coffin when his Eagles defense blitzed Spurrier's Redskins -- fresh off a thirty-point game in their opener -- into utter oblivion. From then on, every coach in the league had that tape to put in. Johnson figured out exactly what protections Spurrier was using, and dialed up the right blitzes. But Spurrier was hardly alone in being schooled by Johnson.
He will be missed.
UPDATE: Brophy passes along some great game film (below), and Rock M Nation tips me off to this.
The business and life of football
This influx of money is directly related to how much the coaches get paid. Look at this list of the highest paid college football coaches (slightly out of date, for example still lists Tommy Tuberville, Mike Belotti, and Phil Fulmer):
So which conference has the most economic weight? It appears that the victory for now goes to the SEC:
According to figures presented by [Clay] Travis, SEC total football revenue for the 2005 season hit just in excess of $350 million. Those funds are largely a result of ticket sales and officially licensed merchandise. To put the SEC’s earnings into context, its total revenue was $73 million more than brought in by the Big 10 Conference, which includes schools in the midwest and stretching into the northeast.
And the rich is only going to get richer: the SEC has of course signed a mega-TV deal will only expand its monetary base and brand exposure.
Chicken or the egg, money or culture
The SEC has, I am fairly convinced, the "best" football in the country. Now, "best" is a loaded term. I use it here to refer to the most heated competition among the best assortment of players and the best coaches, in the aggregate. Pete Carroll at USC probably runs the best program in the country, and his program also year-in and year-out has the best players of any one program. The Big 10 and Big 12 both have outstanding coaches and schools, and quite often matches the SEC in terms of draft picks (I also do not buy the "speed in the south" myth). Indeed, the best championship game of this decade took place between a Big 12 school (Texas) and a Pac-10 one (USC). But, week in and week out, the SEC puts out the best consistent product.
One of the theories for why this might be -- and it is very difficult to argue that the SEC does not have excellent coaches and players -- is that "the south is just different," and that there's a "culture of football." I do buy this -- I'm from the southern states -- but that alone cannot explain things. As the Gainesville
Times reported:
It’s a scene that plays out regularly in the fall. Masses clad in team colors descend on college campuses to join in the ritual of cheering on their favorite school in a mass of excess that includes tailgate parties, lavish recreational vehicles and oversized flags with the school crest flying as far as the eye can see.
"There’s just something majestic about it, said Gainesville native and Ole Miss graduate Tharpe Ward. "I grew up on college football and I just love the sport, tailgating, and everything that goes with it."
The reasons most fans give for throwing themselves into college football revolve around the fact that its an escape from day-to-day pressures of the real world, while getting to act like a 21-year-old again at the place where they once studied.
Fans spend big money to get all the necessities for the optimum game day experience: grills, satellite dishes, generators, big screen televisions and all the home decor to bring the best memories of the school’s football past within arms reach in the form or pictures and paintings. Time is prioritized with football at the top of the list. Weddings, birthday parties and vacations come secondary to making it on campus for the big games.
That is all true, and I will have more to say on that in a moment, but the spirit and culture cannot explain it all. Indeed, Michigan, Ohio State, and Texas arguably have better football "cultures" than any individual sports program in the south.
In this limited context, therefore, I am a materialist: the SEC has better football simply because it has more money, and it has shared that money among its different members (all SEC teams get a slice of everyone's bowl game money). Indeed for years Kentucky took slices of Florida's, Georgia's, and Alabama's bowl money, while it fed some of that back into the pot come basketball season. It still strikes me as wild that South Carolina can finish in the top 10 of all sports revenue earners, ahead of every single Big East School and every ACC school except Duke.
The one troubling wrinkle to me is that, yes, you get money by being able to have legions of fans who will pay for tickets 80,000+ stadiums, along with everything else. And yet, the south -- and the midwest for the Big 10, and southwest for the Big 12 -- which are unequivocally the most football mad areas of the country, also happen to be among its least educated and poorest. I don't know why this is. I mean, I suppose a proper metric would just be to evaluate percentage of recreational or entertainment expenses as a proportion of total income or total expenses, and then just see if the southern, midwestern, and southwestern states spend their money on football while people on the coasts or elsewhere spend it on other entertainments that could, roughly at least, be substituted for one another.
It just is strange the consider the hoopla surrounding the recent SEC media day in light of the fact that the south is being hit worse than any other area (sans some of the most overpriced real estate markets, i.e. New York, San Francisco, etc). And the fact that the SEC brings in more money than any other conference despite servicing the poorest (relatively) area of the country. (I am well aware that many who spend this money are displaced southerners who live elsewhere; I am one of them.)
I don't have a firm answer. Maybe it is just cultural. I do stand by the statement that the SEC is simply the best in the aggregate and over time because it has the most money to spend on its resources and coaches. But football, like most sports, does occupy a strange spot in our culture.
But, if football merely occupies a vacuum that could have been occupied by something else, then lucky for these regions that it is football and not something else. F. Scott Fitzgerald, in euologizing his friend, Ring Lardner, a baseball writer, lamented that baseball was but “a boy’s game, with no more possibilities in it than a boy could master.” In Fitzgerald's view, that limited Lardner's potential as a writer. Fortunately, in football, by contrast, the possibilities, narratives, complexities, and legends are boundless -- and it enriches us as we, maybe so, enrich the business of it.
Responses to responses about David and Goliath Strategies
First, I completely agree with the idea of reducing variation, particularly negative variation. That really is the genius of Bill Walsh's passing game: what he brought to the game was a reduction of risk related to passing. Passing had been the quintessential "underdog" or David strategy; he reduced risk so much it arguably stopped being a David strategy and became a dominant one.
But I'm not sure if I agree with this:
Think of UF. To me, the Urban Meyer offense at Utah is a prime example of a David strategy. As he moved to Florida, he helped a Goliath school with Goliath resources begin to think like a David. People said that his offense would never work in the SEC, the QB would get killed, defenses were too fast, etc. But Meyer knew that his approach took advantage of a weakness in defenses, and if executed properly wouldn't be nearly as risky as people thought. Think back to the Ole Miss game from 2 years ago (the game that might have won Tim Tebow the Heisman). When the basic structures of the Meyer offense failed to work against the Ole Miss defense (Goliath being unable to hit David with his sling), and Ole Miss still allowed UF to stay in the game (Goliath managing to fight to a draw with David in a slingshot battle), UF was able to run Tim Tebow left/Tim Tebow right to win the game (Goliath is able to fall back on his superior size and strength combination to win the battle). . . .
...Gladwell highlighted the press in basketball as an example of a David strategy. Why is this a David strategy? Because Goliath doesn't focus on beating the press as much as David focuses on executing it. Because it takes Goliath out of his comfort zone. And honestly, because frequently the top point guards in the country have a certain level of confidence/cockiness in themselves that makes them want to beat the press by themselves and not rely on their teammates. The goal of the press is also to force the ball into someone's hands who is not used to handling the ball-- an inefficiency in Goliath's approach. This is how a team can use the David strategy to capitalize on an advantage. It's a risk, but if executed correctly it's not just a risk for the sake of being risky.
But is that really a David, or underdog strategy? Or is it a dominant strategy? I.e. better no matter who you are? One of the reasons I wrote my post was that I thought Gladwell confuses this point too, and I also concede at the end of the post that one conceptual difficulty is that some strategies are better for favorites (Goliaths conservative, low variance strategies), some solely for underdogs (risky David strategies), but some strategies are simply better no matter who you are (dominant), or inferior (punting on first down).
The things Tomahawk Nation is focusing on are, to me at least, dominant: better matchups, an unusual strategy the favorite is not ready for, etc. Admittedly, Gladwell confuses these two concepts -- or at least doesn't tease them out -- but I do think it's important.
To better illustrate what I mean, Advanced NFL stats showed that David strategies are often beneficial for underdogs even when they are basically inferior overall. In other words, even if a strategy would result in fewer expected points, it still would benefit the underdog because it still could get lucky. As ANFL explains:
Here’s why underdogs should play aggressive and risky gameplans. Take an example where one team is a 7-point favorite over its underdog opponent. Say the favorite would average 24 points and the underdog would average 17 points. With a SD of 10 points for each team, the underdog upsets the favorite 31.5% of the time. The favorite’s scoring distribution is blue and the underdog’s is red.
But if the underdog plays a more aggressive high-variance strategy, increasing its SD to 15 points, it would upset the favorite 35.3% of the time.
Note that I haven’t increased the underdog’s average score in any way, just its variance. The increase in its chance of winning results due to more of its probability mass moving to the right of the favorite’s mean score of 24. In fact, the higher the variance, the wider the probability mass will be spread. Consequently, more mass will be to right side of the favorite’s average score. But more mass will also be to the left, meaning there is a higher risk of an embarrassing blowout.
Even if employing a high-variance strategy is non-optimum, it can still help an underdog. In other words, even if an aggressive gameplan results in an overall reduction in average points scored, it often still results in a better chance of winning.
Yet would there be any reason for a Goliath to use this strategy? No, not at all. All it would be doing is inviting variance that would result in a few more upsets, and in fact might make the team worse (though could give the illusion of success because, again, of its high variance, resulting in a few high-scoring output games).
This is the biggest problem with the example TN uses:
Goliath University believes in the old Big Ten philosophy, 3 yards and a cloud of dust. Let's say they've even perfected their approach to the point that they can get exactly 3.3333 yards every time without ever turning the ball over. There is no risk involved and they know exactly what they are going to get with every play. Per play, they expect to get around .23 points. In true Goliath fashion, however, they run a quick, no-huddle offense in order to maximize the number of trials on the field. Over the course of the game this translates (assuming about 100 plays per game) to about 23 points and let's say a little over 30 minutes T.O.P. They'd win most of their games, but they'd lose any game where their defense gave up 24 or more due to random variation in the amount of time their opponent held the ball.
Goliath State University instead takes a more wide open approach, similar to Tulsa's offense. They throw the ball a lot more often, and go downfield more frequently as well. There is a lot more uncertainty associated with this approach, as there are many possible outcomes to their plays. However, through the strength of their preparation, they have a 50% chance of completing any given pass. Each of their 5 options (4 receivers and a QB run) has a 10% chance of success.
* If the QB runs, there is a 70% chance he will gain 4 yards, a 25% chance he will gain 14, and a 5% chance he scores
* Receiver A is running our deep fly, and there is a 50% chance he gets a 40 yard completion and a 50% chance he scores
* Receiver B is running the post, and there is a 80% chance he will get a 14 yard completion and a 20% chance he scores
* Receiver C is running the out, there is a 95% chance he gets 7 yards and a 5% chance he scores
* Receiver D is running the drag, there is a 95% chance he gets 4 yards and a 5% chance he scores
The expected point value of this play is:
Again, this is simply a better strategy, which is different than being a David strategy. Risk does not automatically equal David, and very conservative does not equal Goliath. Sometimes there is still better or worse.
To be fair, there is some indication in the TN pieces that this comes through. It repeatedly discusses the need to reduce the riskiness of these strategies "through film study, personnel decisions, and practice." Again though, I would argue that (a) these extra resources are themselves often a Goliath strategy (this becomes evident at high school for sure, but also in college with big differentials in resources, film equipment, practice materials, etc), and (b) practice and preparation is the quintessential dominant strategy -- it neither favors the underdog nor favorite, it's just a good idea!
The upshot is that these are two very good pieces, and well worth the read. I just want to emphasize my earlier point that I am using David and Goliath strategies in a very specific way, and one that differs slightly from Gladwell (it may not even be correct, it's just how I am using it). A true "David strategy" is one that, by definition, would not be good for a Goliath, because it is riskier. I used the example of extra fake punts, onside kicks, going for it on fourth, trick plays, etc. Relatedly, some Goliath strategies are low variance but that doesn't mean they have to be literally three-yards and a cloud of dust.
But the important point that TN clearly does get is that, Goliaths may nevertheless act suboptimally, and it is the underdogs and Davids that might discover the better, dominant strategies. The dominant ones will be adopted by those Goliaths (think of the spread of the spread, with its ability to push boundaries while keeping risk low), and others, though derided mightily as "gimmicks," simply might be appropriate for an underdog. It's not always easy to tell the difference, but this is an idea definitely worth continued exploration.
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