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WENTZ1.jpg

Time to Unleash Carson

WENTZ1.jpg

The following is a post by @sunset_shazz.

The National Football League has, over time, become a passing league. The best, most analytically sophisticated teams build around the passing game. In 2018, the final four teams in the NFC and AFC Championship games enjoyed the top 4 passing offenses, in terms of efficiency. In 2019, run-first teams are typically built by dinosaurs who can barely dress themselves.

The Philadelphia Eagles have made forward-thinking analytics a centerpiece of their strategy, and their fearless head coach is a protégé of one of the game’s great passing innovators; surely they are a pass-friendly offense?

How often do teams pass when it's up to them?

--Chiefs, Bills, Packers, Patriots all pass-heavy
--49ers and Colts very run-heavy
--To no one's surprise, Seahawks still conservative pic.twitter.com/XdnMyD00YL

— new-age analytical (@benbbaldwin) October 8, 2019

As I’ve noted before, any discussion of pass/run ratios must acknowledge the importance of game script, which is the time-weighted score differential transpiring over the course of a game. The higher a team’s game script, the greater its propensity to run in order to bleed the clock and secure the win. By the same token, a team with a negative game script is more likely to pass in order to attempt a come-from-behind victory.

Which brings us to the 2019 Philadelphia Eagles. In weeks 1-4, as we’ve been repeatedly told, this team faced a 10 point deficit in every single game. Yet, despite having fallen behind early in four of their games, the Eagles, through week 5, have been one the run-heaviest teams in the league.

Recall the Pass Heavy Index, which computes the pass/run ratio relative to expectation given a team’s average game script:

Screen Shot 2019-10-12 at 3.06.47 PM.png

The Eagles rank 23rd in the league, passing the ball 5.5% less frequently than would be expected, given their average game script (0.5). This is their lowest rank since Doug Pederson’s first year as a head coach, with a rookie quarterback. In the last two years, the Eagles have ranked 8th and 10th in terms of situation-adjusted pass heaviness.

Screen Shot 2019-10-12 at 3.08.52 PM.png

Moreover, the first five games of 2019 have been the second most run-heavy five game stretch of Pederson’s tenure. The last time the Eagles were this run-heavy occurred during weeks 3 – 7 of the 2017 season, after Pederson endured considerable criticism from the likes of Frank and Joe from Manayunk following a week 2 loss vs Andy Reid’s Chiefs, when the Eagles passed on 75.4% of offensive plays, Pederson’s most pass-heavy game ever, given the game script (27.8% above expectation).

Screen Shot 2019-10-12 at 3.10.01 PM.png

Does the recent run-heavy approach portend a shift in tactical emphasis, or could it be merely statistical noise? The plot below shows every Eagles regular season game under Pederson’s tenure, with 2019 games in red, labeled with opponents. The regression line shows the league-wide average pass-run ratio; the degree to which a data point is above or below the line reflects the “Pass Heavy Index” for that particular game (positive or negative).

Screen Shot 2019-10-12 at 3.10.56 PM.png

Week 2 (at ATL) and 5 (NYJ) were pass-heavy, when adjusted for game script. Week 1 (TB) and 3 (DET) were more run-heavy than is typical for a Pederson offense. A significant proportion of 2019’s run-heavy tilt is due to the sublime Green Bay game at Lambeau when Doug passed the ball 24.2% less than what would have been expected, given the game script. This game was, by far, the most run-heavy of his head coaching career. There was reasoning behind this anomaly: Mike Pettine chose to keep his defensive personnel in dime and nickel versus the Eagles two tight end sets, allowing Zach Ertz and Dallas Goedert to run block against relatively light boxes. As Jason Kelce pithily explained to Sheil Kapadia, the objective in the game was to put the defense in a bind: “Everything’s just trying to get honest numbers out of them.”

Had Pettine loaded the box with base personnel, you can be sure that the Eagles would have been pass-heavy, particularly with Goedert and Ertz on the field. Removing the unusual circumstances of the Green Bay game, the Eagles -0.5% Pass Heavy Index would rank 17th in the league. Their current league rank, in terms of pass-run ratio, is at least partly an artifact of the game-theoretical nature of Doug Pederson’s offense, which is predicated on running versus light boxes and passing versus heavy boxes.

Per the NFL ScrapR box score app created by The Athletic’s Ben Baldwin, this tactic paid huge dividends. The Eagles at Green Bay had both a higher success rate and expected points added (EPA) per play in the running game, compared with the passing game.

Against GB, he called the most run-heavy game of his career, adjusted for situation. This tactic was successful against Mike Pettine's defense, which dared the Eagles to run. Per #nflscrapr box score app by @benbbaldwin, the Eagles had higher EPA & Success Rate running the ball. pic.twitter.com/bSxRuaqHSW

— sunset shazz (@sunset_shazz) October 12, 2019

Note that a more efficient run vs. pass game is unusual. In weeks 1 through 5 of 2019, as well as during Pederson’s prior tenure, the Eagles had a higher average success rate and EPA passing the ball versus running.

I will close with a prediction: in the following weeks, Doug will unleash Carson. As defensive coordinators begin to recognize that Jordan Howard is quietly efficient running behind Jeff Stoutland’s offensive line, they will increase the number of defenders in the box.

And Pederson and Wentz will take what the defense gives them.

Tagged with 2019, Philadelphia Eagles, Doug Pederson, Carson Wentz, Passing Game, Running Game, Analytics, Sunset Shazz.

October 12, 2019 by Brian Solomon.
  • October 12, 2019
  • Brian Solomon
  • 2019
  • Philadelphia Eagles
  • Doug Pederson
  • Carson Wentz
  • Passing Game
  • Running Game
  • Analytics
  • Sunset Shazz
  • 2 Comments
2 Comments
sean mcvay.jpg

When Will NFL Coaches Stop Acting Like Sheep?

sean mcvay.jpg

The following is a post by @sunset_shazz.

We have previously discussed in these pages the principal-agent problem, and how idiot principals (aka NFL owners) are to blame for suboptimal decision-making by agents (aka GMs and coaches). In an entertaining Twitter thread, some analytics nerds were discussing the use of RPOs and the implications for run/pass decision making. A turning point in the thread:

Brian Burke believes that coaches are optimizing for success rate. They want to move the chains and string together first downs to form drives. If you get nearly 5 yards per rush on average there’s no way you’ll convince a coach to pass.

— Josh Hermsmeyer (@friscojosh) May 18, 2019

Josh is citing this piece of descriptive analysis from Brian Burke back in 2014, where Burke showed (from a positive, as opposed to normative standpoint) how coaches tend to maximize the success rate of each individual play, which doesn’t necessarily map to game-level success (“just win, baby”).

I replied with my time-worn take that this suboptimal decision-making is the fault of the principals, who have set up bad incentive structures. Sean Domnick asks an excellent question: why did the coaches choose this particular strategy? It’s not as if the owners incentives are particularly clear in favoring per-play success rate:

Yeah, right now I'm just curious about why incentives lead to success rate optimization compared to other metrics.

— Sean Domnick (@sean_domnick) May 18, 2019

The hypothesis below is drawn from social science, and is speculative.

Decision theory is a very young field. My Decision Sciences professor in the nineties came from Xerox PARC and leaned heavily on Kahneman, Slovic and Tversky. But prior to formalized decision theory, Friedrich Hayek and Edmund Burke posited mechanisms by which traditional decision-making can evolve to be “good enough” over time. Conventional wisdom improves through an iterative, blind process. In the decision space, though traditional decision-making may be suboptimal, it can still be good enough to have adaptive success. Joseph Henrich has, using modern data collection methods, formalized how norms and traditions may evolve to be broadly efficient. Bill Walsh did not have access to modern data, software or computing power. But his analysis was good enough, and was dominant enough, to change how coaches stretch the field and emphasize short passes.

Yes, per-play success rate is suboptimal. But it is an evolutionarily stable strategy in that it is dominant, provided that nobody has implemented a better strategy. Moreover, to the extent that norm violators are punished (cf. Henrich) herding behavior is a rational response to the threat of being fired. Thus, a “good enough” strategy such as per-play-success-rate maximization will perpetuate because everybody is doing it.

1)     Maximizing success rate, though suboptimal for maximizing wins, has the advantage of being an easy, tractable heuristic that dominates over other, worse, decision rules.

2)     Over time, principals and agents will coalesce around this (arbitrary, though minimally successful) decision rule, which becomes self-perpetuating.

Is this equilibrium stable? It is until it isn’t. Just as Roger Bannister showed the world what is possible, it takes only one coach to show that sound evidence-based decision-making will dominate the conventional wisdom. We are at a moment in time when internet nerds are mining data to show the traditionalists there is a better way. My tentative prediction is that NFL coaching heuristics will change for the better, just as they have in the NBA and MLB.

Tagged with Sunset Shazz, 2019, NFL, Coaching, Ownership, Brian Burke, Play Calling.

May 18, 2019 by Brian Solomon.
  • May 18, 2019
  • Brian Solomon
  • Sunset Shazz
  • 2019
  • NFL
  • Coaching
  • Ownership
  • Brian Burke
  • Play Calling
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