Soliciting your takes on Net Success Rate vs. PSU

Submitted by jimmyjoeharbaugh on November 14th, 2023 at 10:42 AM

Brian has been posting this chart from Parker Fleming @ cfb-graphs.com here and there throughout the year. After several games, Michigan was at the top of the chart.

Against PSU, the chart suggests we underperformed. From what I can tell, offensive net success rate is whether you get 50% of the yards needed on 1st or 2nd down, or 100% of the yards needed on 3rd or 4th down. and Defensive Success Rate is whether you prevent the other team from getting that. 

I did not watch the game. I listened on the satellite radio and had the PSU home announcers. the vibe was they got really excited about a lot of their defensive stops on our run plays, but then eventually we did score and wear them out. From the PSU home announcer broadcast, I did not have the sense that we DOMINATED them as has been discussed in the media. I did get the sense we did what was required to secure a W.

So I guess this chart for PSU would indicate that we failed to get 5 yards on 1st down a lot of times and JJ, Blake, and Donovan bailed us out on a few drives, but overall we punted a lot. 

It doesn't really matter for PSU, but makes me wonder how this will play out in THE GAME in 2 weeks. Does OSU try to shut down the pass like PSU did and make us rely on the run? But then also do they bring a capable offense that can score 20-30 points vs. our run game that might score 20-25?

Anyway, just soliciting your thoughts on this. 

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jimmyjoeharbaugh

November 14th, 2023 at 10:45 AM ^

editing this comment since it's in the #1 position:

apparently Parker Fleming uses a different version of Net Success Rate than the one I described above. My description (% of yards needed for first down) is inaccurate for the parker fleming stat, see comments below for more details. I wish I could edit the OP but alas, the first comment will have to suffice

Also want to offer that this particular fancystat is clearly somewhat biased toward passing since it's a metric of how many yards you get toward a first down. 

"3 yards and a cloud of dust" doesn't look good in this metric.

UP to LA

November 14th, 2023 at 11:11 AM ^

I think you're right about favoring passing attacks (though it would be interesting to see success rates split out by offense/defense and passing/running).

More generally, though, I think it's useful to think about the exact way that the metric is biased. It's a binary measure of whether teams have successful or unsuccessful plays, meaning that you don't get extra credit for having *really* successful plays (and you don't get extra demerits for having really unsuccessful plays). So teams that see a disproportionally high number of really positive plays (chunk runs, pick-6s, etc.) and disproportionally low numbers of really negative plays (taking sacks, giving up coverage-bust touchdowns, etc.) are going to be underrated by this metric relative to their "true" performance.

The Mad Hatter

November 14th, 2023 at 10:52 AM ^

We went against the best rushing defense in the entire country and didn't throw the ball for the ENTIRE SECOND HALF.  National pundits / stats guys who don't recognize this for it's absolute awsomeness, are morons.

OSU should be fucking terrified.

St Joe Blues

November 14th, 2023 at 11:23 AM ^

PSU had given up 545 rushing yards in 9 games and were the #2 rush defense in the country. We gained 227 yards in 1 game. That's 40% of their total YTD. People have been saying that the rush game is one of the weaker aspects for this year's Michigan team. So we took our weakness against their strength and decimated them. And we still had our strength (JJ's arm) in our back pocket to use if necessary.

bdneely4

November 14th, 2023 at 10:53 AM ^

Thanks for the information!  It is amazing how all kinds of questions can arise from one game (especially one that we won in a pretty dominant fashion).  My take is that most every non-Michigan fan will use the lack of Michigan offense in the PSU game to hype up OSU as the favorite in The Game.  This would be completely ignoring OSU's inept offense (outside of M. Harrison) all year long against good defenses.  Michigan has been prepping for this OSU game all year long and has about the most balanced offense they have had in years.  I believe the OSU game is going to come down to whether or not OSU can run the football.  Henderson has looked a lot better in the 2nd half of the season and I believe we are going to run a pretty conservative defense to not give up the big plays.  Keys of the game....our D-Line vs stopping the run.  If we can do that while having our secondary stay back in zone looks, we will win this game.  I believe it will be close no matter who wins though so get your heart meds ready.  Go Blue!

jimmyjoeharbaugh

November 14th, 2023 at 11:17 AM ^

i don't know who will be favored, but it seems clear to me that osu has improved over the course of the year and it's not as clear that michigan has (but maybe they have)

in the first 6 weeks i was not worried about osu, i was confident in a solid victory. now i am less confident and expecting that it is a very competitive game. mr. day might be right. you might be TOUGH

J. Redux

November 14th, 2023 at 12:08 PM ^

Well, SP+ has Michigan as a 7.5-point home favorite.

You're massively overreacting to one game.  Also, I don't really buy the idea that OSU has improved much over the course of the year.  Michigan has put up a better margin of victory against each common opponent except Purdue, and has normally done so with nearly a full quarter of Tuttle Time.  You're reading way too much into a "disappointing" 9-point road win over a top-15 team -- a team that OSU beat by 8 at home.

Michigan has prepared for OSU all year.  The game will be in Ann Arbor.  Michigan will be a solid favorite, with or without Jim Harbaugh on the sidelines.  That doesn't guarantee victory of course -- OSU is a very talented team, and they aren't going to be overmatched in the way that, say, MSU was.  But this take is weak sauce.

LSA Superstar

November 14th, 2023 at 10:54 AM ^

I've spent way too much time worrying/thinking/ruminating about success rate - especially net success rate - over the years.

First things first:  Fleming is an EPA guy, which means he measures success rate (as I understand it) not based on percentage of yardage gained towards first down per down, but instead by whether or not a play generates more (a success) or less (a failure) than the expected amount of baseline EPA added at that down and distance.  These are not the same measure, although they'd be roughly close.  Suffice it to say, however, Fleming's success rate measure slightly favors teams that gain consistent yardage down-over-down versus the "percent to gain" approach.  This, I think, means EPA-measured success rates will slightly penalize Michigan versus percent-gain approaches because it's obvious that we're more than happy to get 2 yards if it's 3rd and 1.  That's a success for a percent-gain measure, but may well be a failure for an EPA measure if team averages tend to overshoot that measure on similarly-situated 3rd downs.

Second:  there is no garbage time in the Michigan PSU game, which Fleming confirmed on Twitter.  This means we really took it hard for the purposes of net success rate during PSU's last few drives, because we were trying to incentivize small, consistent gains from PSU (preferentially by running the ball to keep the clock moving) in order to protect against big explosives.

ChungusAmongUs

November 14th, 2023 at 11:03 AM ^

My generalized thought was that the defenses had opposite approaches: UM = bend-don’t-break, PSU = dont-bend-then-fracture. 
To me, this would give the offenses different efficiencies: UM would have more “failed” plays (0 yards on 1st/2nd down) to every large, successful play (chunk run on 3rd); PSU would have several “success” plays (8 yards on first, 1 yard on 2nd) to every failure to gain a first down (0 yards on 3rd). 
This is just my simplistic thought. 

jimmyjoeharbaugh

November 14th, 2023 at 11:04 AM ^

thank you very much. i think this qualifies as something better than a "take". I really appreciate the fleming net success explainer, and wish I could edit my OP to reflect this. 

I did suspect the stat itself somewhat penalizes Michigan, which you seem to confirm here. 

Do you think this stat for PSU has any bearing on the potential for THE GAME?

BuckeyeChuck

November 14th, 2023 at 11:09 AM ^

This, I think, means EPA-measured success rates will slightly penalize Michigan versus percent-gain approaches because it's obvious that we're more than happy to get 2 yards if it's 3rd and 1.  That's a success for a percent-gain measure, but may well be a failure for an EPA measure if team averages tend to overshoot that measure on similarly-situated 3rd downs.

I don't think this is true because going from 3rd & 1 to 1st & 10 is a big gainer in EPA.

M-GO-Beek

November 14th, 2023 at 11:32 AM ^

I think the bend-don't-break vs. the don't-bend-fracture analogy is best. Here is the chart from the UM vs. OSU game last year:

I remember a lot of discussion last year about this and how the chart was used as evidence for the "just 5 lucky plays" argument for OSU last year.  Clearly, the style of play impacts this a lot.  Both PSU and OSU last year were very happy to have a lot of no-gainers at the risk of giving up the big gainers. Those arguing "a few big plays" though don't account for the increased likelihood of the busts leading to big plays when you try and defend a talented offense like UM's.  The big plays become less "lucky" and more inevitable.

 

RobM_24

November 14th, 2023 at 10:55 AM ^

JJ was 7/8 with successful scrambles and a PI drawn on his one downfield throw. We could have passed the ball. However, passing just allowed PSU to have the only clear advantage they had in the matchup -- their edge rush against our tackles with a loud crowd helping them. Moore took away that advantage from them, by simply not passing the ball.

Could OSU give our tackles problems? Certainly. But, PSU (and Purdue to some degree) did us the "favor" of showing us our weakness. We have multiple weeks of practice to address the issue now. I'm guessing some TE help and/or max protect is worked in if needed.

On the flip side, OSU people had been focusing on Michigan not being the same level of running attack that mowed them down the last two years. I'm guessing that plowing the #1 D rattled some cages over there. Michigan has now shown they can do everything. 

Blue@LSU

November 14th, 2023 at 11:52 AM ^

JJ was 7/8 with successful scrambles and a PI drawn on his one downfield throw. We could have passed the ball. However, passing just allowed PSU to have the only clear advantage they had in the matchup -- their edge rush against our tackles with a loud crowd helping them. Moore took away that advantage from them, by simply not passing the ball.

Exactly. Michigan was playing a minimax strategy the entire second half. That’s a good strategy against a team that can’t score on offense.

jmblue

November 14th, 2023 at 10:57 AM ^

We're not going to pass the ball only 8 times against OSU.  This game should be taken as a case sui generis and not much of a preview of that one.  The only big takeaway I have is that it demonstrates that we're capable of running on a strong defensive front if necessary. 

jimmyjoeharbaugh

November 14th, 2023 at 11:08 AM ^

I guess this is my question. Are we capable of that? I am torn between 1. We did it, we jammed it down the throat of the #1 run defense in the country, and 2. We just barely did it, got lucky on a few scrambles and a couple of runs that broke free. 

reiterating i did not watch it, i heard it on the radio from the other team's announcers.

UP to LA

November 14th, 2023 at 10:58 AM ^

It's pretty easy to think of ways that a team can control the game on both sides while coming out even on a metric like this:

  • Offensively: You throw relatively few passes, meaning you miss out on a lot of high-percentage 5-to-10-yard plays that count as a Success here. And you grind out yards and scores on the ground through a lot of 2/3-yard runs, a few really big chunk runs, and few negative plays. The end result is a winning number of long drives and scores, but relatively few plays that count as a Success.
  • Defensively: You give up a lot of modest gains on the ground, but you rarely bust, and you make a lot of drive-wrecking negative plays. Again, meaning that your defense gives up a good number of Successful plays, but still gets a winning number of stops.

This sounds a lot like how Michigan played against Penn State, and how they're built to play against good teams generally.

kejamder

November 14th, 2023 at 10:59 AM ^

I think this chart is correct. I did not have the happy cozy feeling that we were running the ball at will during the game. I felt like PSU was stopping the vast majority of our stuff and we broke a few when they made mistakes. The rosy view of that (see earlier front-page post) is that we planned on that and took advantage because that's what PSU gave us. 

We had 3 TDs, 1 FG, 5 punts, and ended both halves with the ball. It wasn't the domination some were predicting, that's for sure. If those two fumbles go the other way (or if Frames isn't coaching), things may have gone a lot worse.

Anyway, if that was the plan, it worked and we won. But let's not pretend we averaged 5 yds/carry because we got 5 yards each carry. 

Logan88

November 14th, 2023 at 11:14 AM ^

Anyway, if that was the plan, it worked and we won. But let's not pretend we averaged 5 yds/carry because we got 5 yards each carry. 

Literally no one does that. All rushing averages include lots of "meh" runs of 3 yards or less with a few bigger runs (15+ yards) sprinkled in. Maybe the service academies might show a lower variance on their runs but pretty much everyone else gets 75-80% "meh" runs and 20% "good" runs in most of their games.

Btw, I am not arguing your point that UM didn't dominate the game the way some folks are stating. I do think that if the game had been played in Ann Arbor with Jim on the sidelines it would have been a pretty convincing win for UM (something like 34-16).

kejamder

November 14th, 2023 at 12:49 PM ^

I feel challenged to download play-by-play rushing figures for a few games and compare the variance to prove the point, because I don't know how else to do it.

Generally I'm with you, and I was exaggerating to make a point, but I would say we didn't have 75-80% meh runs - we had 50% "ouch" runs, 35% "meh" runs, and 15% "amazing" runs.

To me, it just felt like we didn't have much rushing success apart from a few blown assignments. To other points in this thread, whether that's luck or scheme or something in between about being opportunistic is debatable. 

Johnny Blood

November 14th, 2023 at 11:47 AM ^

I get your point, but at the same time I felt like what our offense was doing a whole lot more sustainable and would lead to the inevitable big play than what Penn State was doing on offense.

So, while it was much more tense than our prior games, I still felt pretty confident throughout.

atrain

November 14th, 2023 at 11:00 AM ^

As much as I love fancystats, there is no one fancystat that works better than SCOREBOARD at predicting victory.  SCOREBOARD says that we were up 24-9 on Penn State with 4 minutes left and then gave up a touchdown in garbage time due to prevent defense, mistakes, and penalties.

Running 32 times in a row is not going to work vs OSU.  But I think we showed in last year's game that we can adjust to whatever their defense is trying to do.  We bombed them through the air in the first three quarters and on the ground in the fourth.

To me, this year's game is going to come down to which team can pressure and hit the other team's QB most consistently.  Either offense can score 50 if they have the time to execute their plays.  Barnhart is going to have to have a great game for him

randyblueman

November 14th, 2023 at 11:01 AM ^

Key missing piece is explosiveness. In terms of success rate, every play is viewed in binary; you succeed or you don't. There's no in-between. There's also no weights. There's no accounting for big successes (e.g., Corum's 44 yd run). They count the same as minor successes and are offset by minor failures. This is why this same metric looked similar for last year's OSU game even though we won by 22 pts.

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BuckeyeChuck

November 14th, 2023 at 11:01 AM ^

That's actually not the formula the Success Rate that Parker uses. He considers any play with a positive EPA to be a successful play for an offense. (You see EPA on Seth's defensive UFRs; in that case you want to see negative EPAs as a defense.)

This chart shows the *net* difference between Michigan's success rate and Penn St's success rate. For example, if Michigan's offense had a positive EPA on 50% of its plays and PSU's offense had a positive EPA on 45%, then Michigan has a 5% Net Success Rate. (I don't know what the real numbers were, but it's different than what Game on Paper uses because it shows Michigan at 41% and PSU at 42%.)

Blue Middle

November 14th, 2023 at 11:09 AM ^

No, we didn't really get that bad.

We just won in a way that doesn't look good to this particular fancystat.

This chart doesn't account for HOW successful the play was, just IF the play was successful.

So, Corum and Edwards' explosives are just "yes" instead of "no" here.

PSU got LOTS of "yes" plays on first down...then got stuck on 2nd or 3rd down.  They were probably getting a fair number of drives with more "yes" than "no" plays.

Michigan got very few "yes" plays on 1st down and often found a way to convert 3rd down.  We probably had several successful drives that were barely even (if even at all) on "yes" vs. "no."

As others have noted, this looked even worse when we trounced OSU last year.

BKBlue94

November 14th, 2023 at 11:12 AM ^

We didn't take any risk on offense, just did what we needed to do. That's not how we'll play Ohio State, so it doesn't make much sense to extrapolate how that game will go based on net success rate with a different game plan

Watching From Afar

November 14th, 2023 at 11:29 AM ^

I don't really like this thought process. For a majority of the game, PSU was within 1 score.

Yes, their offense didn't seem capable of sustaining drives to score TDs, but you're up 1 score and all it takes is a CB tripping or a DT not getting off a block (or a DT not turning into a moose and running down a PSU RB in the open field) to erase that 1 score. PSU was at midfield when Allar fumbled and the next drive also got to midfield before a punt. Michigan was trading field position but it wasn't tilted in Michigan's favor with PSU operating inside their own 20 yard line.

Fine with running out the clock and minimizing mistakes, but the "run the clock" portion of that game (between the FG and Corum's TD) only bled like 7 minutes off the clock because it was two 3 and outs and one 1st down and out.