Tuesday, March 26, 2019

Hey Zaidi! My Giants Business Plan: Great Team Overall Defense for Playoff Success

A key component of competitive advantage in MLB baseball is preventing runs from scoring, via both pitching and fielding. Baseball is tough enough to win without giving away runs via errors or unforced leadoff walks that eventually score.  Defense is both playoff win effective and win efficient.

Defense is Playoff Win Effective

As commonsense as this is, it has been shown in a study that good team  defense in the regular season is related to playoff success. Baseball Prospectus, it its book, "Baseball Between the Numbers", Chapter 9.3, "Why Billy Beane's S**t Doesn't Work In The Playoffs," studied the issue of success in going deep into the playoffs, and found that good defense, covering pitching and fielding, using their proprietary measure, is significantly associated with team success in the playoffs, from 1972 to 1995.  When ranked by an index of the three measures they determined to be key metrics, the Top 10 teams almost all not only made the World Series, but also won (and unfortunately for one of the teams, they lose because they faced off against another Top 10 team).

In addition, it found no correlation with going deep in the playoffs with any aspect of a playoff teams' offense.  The only metric that showed any promise of being connected with deep playoff runs was stolen base attempts, which suggests that speed is also connected with deep playoff runs.  And, obviously, speed is generally tied to good team fielding defense, as well.

Fangraphs/THT also had a playoff success study (published in 2004) and that too confirmed what Baseball Prospectus found, that offense was not tied with winning in the playoffs, and that defense was tied.  And, as the article noted:  "the most striking thing about this list is that it supports the old adages: you win in the post-season with pitching, fielding, and speed. Eleven of the 12 most important categories (by this crude measure) demonstrate skill on the mound, in the field and on the bases."

Overall, if any team wants to maximize their chances in the playoffs, you have to have good team defense, both pitching and defense.

Defense is Playoff Win Efficient

The Hardball Times showed in a past article that each run given up results in an exponential rise in the number of runs scored to maintain the same winning percentage.  This has implications regarding running a team efficiently as well as effectively.

And this is what Zaidi espoused in his interview with Ray Woodson in Ray's  Triple Alley podcast (episode 10), that your goal is quality if not elite defense, in order to support a low run environment that playing at ATT results in.  And as seen below, keeping scoring down means that you don't have to score as many runs in order to win 90 games.

To contend for a division regularly, you need to win at around a .556 percentage, or 90 wins per season, or higher. If a team can keep their runs allowed at 4.00, they need to score 4.53 runs per game to regularly contend, for example. Here is a table of what happens as runs allowed rises from 3.50 to 4.50 (average RS is 4.37, and average RA is 4.34):

RARSNL 2018 RA RankNL 2018 RS Rank
3.503.96-12
3.604.08-12
3.704.19-12
3.804.30110
3.904.4117
4.004.5337
4.104.6457
4.204.7553
4.304.8781
4.404.98101
4.505.0911-
+0.1+0.11

As one can see, for every extra 0.1 runs allowed, the team needs to score slightly more than 0.11 runs in order to win 90 games in a season.  Which means that winning becomes more efficient in terms of winning 90 games, as your overall defense - pitching and fielding - becomes better, as reducing RA by 0.1 means you can score -0.11 runs less to win the same 90 games.

I also provided where that offense (RS) and pitching (RA) would have ranked in 2018 in the NL on a runs scored and runs allowed basis. In this run environment, 4.2 runs allowed is the tipping point, once a team goes below that, their offense no longer has to be in the top 3.  From 3.8 to 4.1 the team can be in the middle of the pack offensively, in order to win 90 games.  This shows that an elite team in terms of defense can win with a middling offense.

And the reduction in need for runs scored as runs allowed becomes good and then elite, means that dollar for dollar, if a team lead (GM or President) is looking at either buying a 2 WAR pitcher or 2 WAR hitter who provides zero value defensively, they ultimately buy more wins by getting the pitcher (since adding him would reduce RA, assuming he's replacing a 0 WAR pitcher, a team ends up with more wins per Pythagorean, than adding the hitter who would increase RS, assuming he replaces a 0 WAR hitter).  This is never accounted for whenever there is analysis of the number of wins a player adds when acquired.

2019 Giants Potential

The 2018 Giants is a misnomer.  The team's offense was vastly different in the final months, than it was earlier, when they had everyone around, and different from the first month, as some players were not producing.  Overall, the 2018 Giants averaged 3.72 runs scored per game.  But in the first half, 4.07 RS.  Cutting out poor bad first week or so (Kershaw etc.), and over the next 93 games, averaged 4.23 RS per game (close to NL average of 4.37).

And there is potential for better.  For May-June, the team averaged 4.40 RS per game (55 games).  And their peak, from late April to July 1st (61 games), they averaged 4.61 RS per game.

The 2018 pitching was different too.  With pitchers going up and down, the pitching settled down by June, and from June to August, covering 80 games, the team had a 3.26 ERA and 3.56 RA average per game.  If they can do that over a full season, given enough rest and better handling, the offense only has to average 4.03 RS per game, which it did over the first half of the 2018 season, before all the injuries caught up with the offense at the end.

And there is potential for more offense, and thus allows for a lot of regression on the part of the pitching For example, at 4.40 RS, which the Giants averaged with much of the lineup healthy, only requires an RA of 3.89 to win 90 games, almost 10% worse than what the team did for three months.  From July to end of season, they had 3.96 RA over 106 games, and subtracting Cueto and Samardzija from July, that's 3.85 RA over the 100 games.

So the pitching staff as currently constituted, now that Holland has been re-signed, was able to maintain a 3.85 RA over a four month period (and now Pomeranz and Samardzija is in the rotation, not Suarez and Stratton), so it does not seem to be a huge stretch to try to reach a full season in 2019, especially if you assume some growth from the overall group of Rodriquez, Suarez, Moronta, and Black, plus young pitchers, which basically is half the pitching staff.

While D-Rod will regress, Suarez's advanced stats suggest a much better performance, Moronta and Black should learn, and a variety of young pitchers on the roster appears ready to take an MLB role.

Conclusion

Thus, having the best defense around is the major key to efficient winning, each run given up has exponential consequences on the need for runs scored, each run you keep from scoring means that you need to have as good an offense in order to be competitive. A good defense is better than a good offense, because you each extra 10 runs you give up, you need to score 11 runs to keep the same winning percentage when you are shooting for 90 wins.  In addition, good defensive teams have historically had deeper runs in the playoffs than good offensive teams. 

Defense, overall, helps teams in a variety of ways, including, mostly importantly, winning a World Series.

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