San Francisco 49ers


I suspect  to a first approximation almost no one other than Baltimore fans, such as Brian Burke, and this blog really believed that Baltimore had much of a chance(+). Well, I should mention Aaron Freeman of Falc Fans, who was rooting for Baltimore but still felt Denver would win. Looking, his article is no longer on the Falcfans site. Pity..

WP graph of Baltimore versus Denver. I tweeted that this graph was going to resemble a seismic chart of an earthquake. Not my work, just a screen shot off the excellent site Advanced NFL Stats.

WP graph of Baltimore versus Denver. I tweeted that this graph was going to resemble a seismic chart of an earthquake. Not my work, just a screen shot off the excellent site Advanced NFL Stats.

After a double overtime victory by 3 points, it’s awfully tempting to say, “I predicted this”, and if you look at the teams I’ve  favored, to this point* the streak of picks is 6-0. Let me point out though, that you can make a limiting assumption and from that assumption figure out how accurate I should have been. The limiting assumption is to assume the playoff model is 100% accurate** and see how well it predicted play. If the model is 100% accurate, the real results and the predicted results should merge.

I can tell you without adding up anything that only one of my favored picks had more than a 70% chance, and at least two were around 52-53%. So 6 times 70 percent is 4.2, and my model, in a perfect world, should have picked no more than 4 winners and 2 losers. A perfect model in a probabilistic world, where teams rarely have 65% chances to win, much less 100%, should be wrong sometimes. Instead, so far it’s on a 6-0 run. That means that luck is driving my success so far.

Is it possible, as I have argued, that strength of schedule is an under appreciated playoff stat, a playoff “Moneyball” stat, that teams that go through tough times are better than their offense and defensive stats suggest? It’s possible at this point. It’s also without question that I’ve been lucky in both the 2012 playoffs and the 2013 playoffs so far.

Potential Championship Scenarios:

 

Conference Championship Possibilities
Home Team Visiting Team Home Win Pct Est. Point Spread
NE BAL 0.523 0.7
HOU BAL 0.383 -3.5
ATL SF 0.306 -6.1
SF SEA 0.745 7.9

 

My model likes Seattle, which has the second best strength of schedule metric of all the playoff teams, but it absolutely loves San Francisco. It also likes Baltimore,  but not enough to say it has a free run throughout the playoffs. Like many modelers, I’m predicting that Atlanta and Seattle will be a close game.

~~~

+ I should also mention  that Bryan  Broaddus tweeted about a colleague of his who predicted a BAL victory.

* Sunday, January 13, 2013, about 10:00am.

** Such a limiting assumption is similar to assuming the NFL draft is rational; that the customers (NFL teams) have all the information they should, that they understand everything about the product they consume  (draft picks), and that their estimates of draft value thus form a normal distribution around the real value of draft picks, and that irrational exuberance, or trends, or GMs falling in love with players play no role in picking players. This, it turns out, makes model simulations much easier.

Over some five years, the whole of the Matt Ryan – Mike Smith era, Atlanta has had a habit of outperforming its Pythagoreans:

Atlanta outperforming its Pythagoreans
Year WL% Pythag Delta
2008 69 62 7
2009 56 56 0
2010 81 72 9
2011 63 59 4
2012 (to date) 90 71 19

 

But they’ve never outperformed their Pythagoreans as substantially as they have this year. It can’t be blamed on early season New Orleans collapse, as their only loss was inflicted by New Orleans. New Orleans has only hindered this process. Is it turnover that are causing all this? While the 2010 team had a +14 turnover ratio and the 2011 team had a +8 turnover ratio, the 2012 team has only a +5 turnover ratio at this point and the 2008 team had a -3 turnover ratio. No, it’s something else. For now, perhaps noting that this team tends to outperform its Pythagoreans is enough.

Week 11 scoring stats:

Chicago’s biggest weakness was on display this Monday night, as Aldon Smith had a career day. Aaron Schatz (@FO_Schatz) has sent digging into his archives for the biggest DVOA blowouts of all time. The 32-7 demolition of the Bears by the 49ers wasn’t the worst, but it clearly evoked the worst.

The game plan was heavy on traps and wham blocks, and would have warmed the hearts of anyone who ever played NFL Strategy against a blitz heavy opponent.

It does lead to the question of whether Chicago is in the same downward spiral they experienced last year. At this point, however, you would expect Jay Cutler to return and thus slow down the bleeding.

After the Giants victory over the Packers, I finally got up the nerve to say what my system has been saying from the start, that my predictive system markedly favors the Giants throughout the entire playoffs.

Going all the way?

The deal, of course, is a heavily favored team can lose. A team seeded 1 or 2 and favored by 70% in every game only has a 34% chance of making it through 3 games. The nature of the playoffs make it difficult for any team, even a really good team, to win it all.

That said, the Giants are favored by 75% over the San Francisco 49ers. The only advantage the 49ers hold is home field advantage. The Giants have to be considered a playoff experienced team, and they have a massive strength of schedule advantage, the same advantage that will give them precendence over either New England or Baltimore. If you choose to treat the Giants as having no playoff experience, that lowers their odds to win to a mere 58%.

Favored in the Conference Championship Round:

Giants over 49ers: 75%
NE over Ravens: 59%

Favored in the Super Bowl:

Giants over NE: 66%
Giants over Ravens: 64%
NE over 49ers: 64%
Ravens over 49ers: 65%

Odds of winning the Super Bowl:

Giants: 49%
NE: 24%
Ravens: 18%
49ers: 9%

For contrast, we’ll calculate the Pythagorean odds for these teams as well, ignoring the effects of strength of schedule, and playoff experience.

49ers over Giants: 86%

NE over Ravens: 61%

49ers over NE: 61%

And the 49ers are favored to win the Super Bowl, via Pythagoreans, by 52%.

Of course, if you’re taking these kinds of offensive metrics seriously, please note the odds of the Giants having made it this far was only 7.4% (Originally calculated as 5.4%). Consider those odds, please, before writing my little predictive system off.

The wins by Houston and New Orleans ensure that the #3 NFC and AFC seeds will be playing the #2 seeds, and that the #1 seeds will be playing the winner of the #4-#5 game. For now we’ll simply ask: if a team has playoff experience, but a rookie quarterback, does the rookie negate that experience advantage? Houston certainly looked good in their game.

Odds:

In San Francisco-New Orleans, the Saints have the advantage of playoff experience, but San Francisco has home field and a tough schedule. My code suggests the odds in this game are 50-50. In Baltimore-Houston, Baltimore has all three advantages, and is favored to the tune of a 81% chance to win.

Follow

Get every new post delivered to your Inbox.

Join 243 other followers