September 9, 2018

Mack Draft Picks Made Me Jump, Jump


I know I'm a little late to the party, but as someone who considers himself to be a sports knower, I figured I should probably get my thoughts on the Khalil Mack deal on the recordthis site has a notary on staff, right?so that in the future, everyone will be clear as to just how little insight I have into this shit.

Before we fully get into it, virtually every statement of value that follows should be read with the understood caveat, Barring a catastrophic injury to Khalil Mack. That risk is certainly a part of the equation when trading a number of playerseven in pick formfor one guy, but it also seemed ridiculous to throw that in 17 different times over the course of this post.

I also felt compelled to write about the trade in part because I was surprisingly dissatisfied with the analysis of it by the normally astute Bill Barnwell, who I regard as the best NFL writer around. From Barnwell's analysis:
Teams rarely trade two net first-round picks in moving up for rookie quarterbacks, who offer the most surplus value of any player in the league. The moves up for Patrick Mahomes and Deshaun Watson, for example, included two first-round picks in a swap to move up for one first-round pick. 
Sorry, Bill, but that makes no sense. Those teams didn't trade a net of two picks only because they got a pick instead of a player in return. The end result was the same: both the Chiefs and the Texans traded two first round picks to acquire one guy. While I get that acquiring a player on a rookie contract can have a lot of value, there's also a much greater likelihood that guy bombs out. Mack is the surest of sure things. There's also this:


Essentially, the Bears are getting Mack a year early. Additionally, if this trade had been consummated on draft day like Mahomes and Watson's deals, the Bears would have given up Roquan Smith and Kylie Fitts (plus next year's 1st and 3rd). Instead, they keep all three for this year. Getting that extra year of your own picks—and also, only losing a 6th next year instead of a 3rd—PLUS AN EXTRA YEAR OF KHALIL FREAKING MACK provides the Bears a substantial amount of surplus value. By the end of the 2020 season, the Bears will have gotten three seasons out of Mack, and the Raiders will have gotten three seasons—two rookie, one second year—out of Chicago's two first rounders. There is virtually no way Mack doesn't provide the Bears far more production over the course of those three seasons.

I intentionally chose the word production there, because value is a much more complex concept. And here's what Barnwell had to say about paying Mack market value as one of the premier defensive players in the NFL:
Unless he's the Defensive Player of the Year four seasons in a row, the Bears aren't going to get much at all in the way of surplus value on this contract. At best, given the way the top of the defensive market will grow, they're probably looking at $10 million to $15 million over the next four to five years if everything breaks right. ... Paying two first-round picks for the right to possibly gain $15 million in excess value just doesn't make economic sense.
He's right, to an extent. But constructing a team is not a simple accounting exercise, and at some point, overall talent level matters. Even with their recently signed, market-value extensions, would Aarons Rodgers and Donald not command a huge return if they were on the market? Of course they would, because to win, you need impact players. You could have a team of nothing but players on seventh-round rookie deals who each deliver third round production, but all that "surplus value" isn't going to win you squat. At some point, you need guys in various spots—particularly at high-impact ones like QB or, say, edge rusher—who are going to produce at a much higher level than others who play their position. 

With that out of the way, let's move onto the picks, particularly those in 2020, because that's what really stood out to me when I learned the details of the deal. While I would love to know exactly what has to happen for the Raiders 5th rounder to be included, I have been unable to find the conditions anywhere; if you've come across that information, please share it in the comments. Without anything to go on, I'm going to assume the pick only conveys if Mack is unable to play a certain number of games, meaning we should probably all be rooting for it not to happen. Because of that assumption, I'm also looking at this as if the Bears will not get the pick, because if they do it probably means a poor outcome that's unlikely to be salvaged by a single Day 3 selection.

To compare the various picks, I'm using Chase Stuart's more-accurate-than-Jimmy-Johnson's-version-that-he-used-to-try-to-bamboozle-stupid-front-offices-into-giving-him-a-king's-ransom-for-higher-picks draft value chart, which is based on five-year approximate values.


I've assigned a draft position to the picks by creating tiers and then taking the approximate average selection for each. Contenders (the 12 playoff teams) choose 21st to 32nd, so I've chosen pick 26. On the other extreme, for the bottom 12 teams in the league, I've chosen pick 6, while pick 16 represents a middling team. Here's what that looks like (I've highlighted the good outcomes for the Bears in green, the bad in red, just like a real adult business person professional work product dashboard!):


Looking at the extremes, if this trade helps boost the Bears to contender status while the Raiders struggle under Coach Hooter Ogler, the difference between the 2nd round pick the Bears receive and the 1st they give up will amount to a late 5th rounder. Or if you add that 2.5 points to the 3rd rounder they're giving up, it's equal to a late 2nd round pick. And Khalil Mack for a 1st and a 6th a year from now, and a 2nd in two years is an insanely good deal.

However, if the outcomes are reversed and the Bears continue their devolution into Brownsdom while the Raiders recreate their Chucky glory days, then the Oakland 2nd is nearly canceled out by the Chicago 3rd. Deducting that 1.2-point differential basically lowers the value of the Bears first-round pick by a single slot. Which makes the deal far less good from a value perspective and also a massive disappointment, because the whole point of acquiring Mack was to springboard the Bears back to relevance, not to continue to be a steaming pile that selects near the top of the draft.

And so, whether this ends up being a great trade or near-disaster is almost totally dependent on Mitchell Trubisky, actually. If Trubisky is the franchise quarterback the front office believes him to be—and don't get me wrong, I'm highly skeptical that he is—the team will be a contender and this will end up being a very good deal. If he's not, well ... I'll still consider it a decent trade, but only because I am supremely confident this franchise would have botched those picks anyway.

August 25, 2018

Under Pressure, David Bote Says Let's Dance

Much was written in the aftermath of David Bote's pinch-hit "ultimate" grand slam nearly two weeks ago. (Some of it by me, although I never got my shit together enough to actually publish anything.) First time since 2011, or 1996, or 1936, or maybe ever, depending on what criteria you use. Regardless of the exact infrequency, though, it was rare and cool and awesome.

A few random items caught my eye at the time, most involving Win Probability Added (WPA). And so I started writing this piece. But my fuckheadedness got in the way, and pretty soon several days had passed and eventually I lost my window to post anything. Or so I thought, until Bote went and hit another walkoff yesterday and saved my lazy ass.

So I'm back in business, baby, and here are the top WPA seasons of all-time, provided you believe that time started in 1974, when (I'm guessing) Fangraphs play-by-play data became thorough enough to make accurate calculations:



I went 25-deep in part because HOLY SHIT Barry Bonds. He's got more than a quarter of the listed seasons, and even if you don't include the time he went all HGH on everyone's asses, he's got three years on there, which is still more than anyone else, as only Pujols and Prince Fielder(?) have two. But no, Bonds should definitely not be in the Hall of Fame for capping his career by doing something that damn near everybody else was doing.

Anyway, as of today, David Bote's seasonal WPA is 1.93, which doesn't even crack the top 2000 (not a typo). Still, I've added him to the list. I've also added plate appearances, so that I could then turn WPA into a rate statistic, normalizing it over 600 PAs:


On a per-plate-appearance basis, David Bote's WPA is topped only by the meta-human version of Barry Bonds. Now on-pace-for stats are always kinda bullshit, but WPA's inclusion of negative events makes it especially so; a bases-loaded double play in the ninth while trailing by 1 would wipe away more than a quarter of Bote's total. But this is still insane! Several of the seasons listed are among the most legendary offensive years in all of baseball history, and Bote, with his very-nice-but-hardly-spectacular 127 wRC+, has been so incredibly clutch that he's right there with them! Why are you not freaking out more?!?!? Should I not have said on-pace-for stats are bullshit?

I shouldn't have said on-pace-for stats are bullshit.

But seriously, they are.

June 28, 2018

Going to WAR with Previous MVPs

What do Joe DiMaggio, Yogi Berra, Mickey Mantle, Nellie Fox, Robin Yount, Dennis Eckersley, and Vladimir Guerrero all have in common? That's right, they're all in the Hall of Fame.

But there's something else, or at least there'd better be if I'm going to wring an entire post out of it. And that is this: Each was also named AL MVP in a season when they put up 6 WAR or less (per Fangraphs model).

So why is that significant? Well, at exactly the halfway point of the Angels' season, Mike Trout is at 6.1 fWAR.*

* The facts around this post were shaping up to be even more awe-inspiring about a week ago, before Trout sprained his finger, when he was slashing .332/.464/.688 and sitting at the same 6.1 fWAR. While the injury hasn't kept him out of the lineup, it has relegated him to DHing, where it's significantly harder to add value, especially so when you're mired in a (likely) sore-finger-related slump. Over his last 6 games at DH, he's gone 5-for-23 with two walks and nine strikeouts, shaving just shy of 50 points off his OPS since the injury. He's also somehow gone two weeks without an extra base hit, which has to be a record for him.


Anyway, 6.1 is a not-all-that anomalously low fWAR total for an MVP, although every winner since 2007 has surpassed it. Here's the complete list of MVPs that didn't for both leagues, since integration:


Some notes:
  • Vladimir Guerrero's MVP season was actually his best as an Angel and fourth-best of his career. In his age-26 season, Trout has already surpassed him in career WAR (61 to 54.3). 
  • It somehow felt like a disservice to include Mike Schmidt and Mickey Mantle, as both are among the game's all-time greats and led their league in WAR four and five times, respectively. In a weird coincidence, their sub-6 MVP years were each of their 11th-best seasons, with Schmidt boasting nine 7+ WAR years -- including the strike-shortened 1981 season, when he put up 7.8 WAR in just 102 games -- and three 9+ WAR ones, while Mantle had four years over 9, including two over 11 (he was MVP in both). 
  • Yogi Berra's career high WAR was 6.4, the only time in his career that he topped Trout's current half-season mark. He's only one of the three-or-so greatest catchers of all time. 
  • Between Rollie Fingers, Willie Hernandez and Jim(?) Konstanty, it's clear that no reliever should have ever been named MVP, and Konstanty's 1950 win with less than 1 WAR has to be the all-time worst. He finished his career with 3 WAR, just less than half of Trout's current season total.
Other Trout items of interest:
  • This recurring USA Today feature, which chronicles the Hall of Famers that Trout has surpassed in career WAR each month. 
  • This Fangraphs post from May, where it's shown that Trout has already provided the career value of the average Hall of Famer. 
  • Finally, this got a fair amount of play in the last two weeks after being in this ESPN article, but it's still so mind-blowing that I'm going to share it again: The longest streak of games in which Trout has failed to reach base in his career is two. 2! After over 1,000 games, he's never gone three games in a row without reaching base. That's absolutely insane. Just like Mike Trout.