[Ed.: Bump. This makes sense to me: Michigan should mostly dump special teams once it gets across midfield.]
As Brian highlighted in the UMass round-up, maybe forgoing the punt altogether might not be such a bad decision. He noted my earlier look at the the topic and I wanted to pull it back and revisit and refine some of the work.
I looked at the years 2004-2009 and only looked at the top 20 rated offenses for each year. This study assumes that Michigan’s offense this year will be at a top 20 caliber and provides a broad enough definition of greatness that there is a good sample size. I did not distinguish what type of offense (Texas Tech Air Raid vs Georgia Tech triple option vs spread and shred) was used to get into the top 20. I will detail more assumptions as they are applicable along the way. In place of fourth down conversion percentages I used third down conversion percentage since the data pool is much larger and covers a wider variety of opponent levels. Since the thought process on a third down and fourth downs are roughly the same in most all (for now, anyway) situations, it seems reasonable to use the third down numbers.
Time for a you know what…
Assumptions: Top 20 offense, average defense, average punt game, average field goal kicker.
Based on these assumptions, except for long yardage, the punter should grab a seat once the offense crosses midfield. On your own side of the field the decision still makes sense starting around the 30 for shorter yardage situations and becomes more viable for longer yardage as you cross further down the field. Field goals become practical with 4+ yards to gain and only from about the 5-25 yard lines.
There are two big advantages a potent offense has that make 4th down tries more logical. The first is that they have more to gain by success. With a limited number of drives in a given game, why give them away for free? The second is that they are more likely to make them. Good offenses are more likely to be in better position on fourth down and more likely to make it. Here is a chart of great offenses fourth down conversions compared with all offenses. The right hand column was the one used for the above chart.
|To Go||All Teams||Great Off|
It’s not a huge advantage on any one given down, but Top 20 offenses convert the same opportunities about 2-3 percentage points more often than the average offense. Note: the rate of conversion for great offenses was much higher in the original analysis and is part of the reason the chart isn’t quite as go for it as the original.
But we don’t have an average <blank>
<blank> = Kicker
Let’s start with the kicking game, which is currently 5 points below average on the season and rated third worst in the country after the first three weeks.
Assumptions: Top 20 offense, average defense, average punt game, below average field goal kicker (FG make odds are reduced by 25% everywhere on the field).
The decisions near midfield obviously aren’t changed but now attempting a field goal on 4th and 5-9 from inside the 25 is no longer the most valuable option.
<blank> = Punter
I know it hasn’t been the most Zoltanic of starts for Will Hagerup, but at this point if he can hold onto the snap, there is no point in adjusting him to below average, even if he isn’t an advantage at this point.
<blank> = Defense
This is the one that seems a bit counterintuitive and Brian and I disagree on. I say that the strength or weakness of your defense is irrelevant to your offensive decision on whether or not try a fourth down conversion. My belief that it is irrelevant is based on this chart.
Great defense obviously give up fewer points than bad defenses but the key point is that the difference between a great defense and a bad defense is consistent up and down the field. Giving the opponent a first down at midfield isn’t a guarantee of a touchdown even with a bad defense and isn’t a guarantee that pinning an opponent deep against a great defense will keep the other team off the board. In fact, the gap between the two is about .25 points per first and 10 all the way from the 1 to the 90. If this is true, then the ability of the defense is irrelevant to the offense’s decision to go for it. For that to be the case, there would have to be evidence that the difference between a good defense and a bad defense changes at different points on the field.
So what does all this mean
If Michigan can maintain their feverish offensive pace this year and fail to find an adequate kicker, I think their decision set in all but late game score specific situations should look something like this:
As I noted previously, if you buy into this mentality, it opens up another opportunity, changing your early down play calling. If your four down strategy has changed, so should your down by down playcalling. It may become more viable to risk a wasted down with deep ball knowing that you have an extra, or it might just make sense to keep the ball short in the air and on the ground knowing that over four plays instead of three the likelihood of getting the yardages greatly increases so play to have the shortest possible fourth down attempt if you don’t convert before that.
[Ed: This week's Mathlete column expands on fourth down decision-making. I haven't seen a graph anywhere near as clear as those included below about how shifting the parameters of the offenses and defenses in question makes major impact on what a correct decision is. This is not a situation where you can just read the decision off a chart. Feel and personal preference will always play a role. It's a complex decision.]
Last week I wrote on the value of special teams but a very interesting side topic arose: fourth down decision making. It started with this chart:
About which I remarked:
The going for it actually peaks between 30 and 35 as more coaches don’t really know what to do so they just go for it.
So I decided to look and see what the decision chart should look like on an expected points basis.
Anything close to two different colors is a virtual toss-up. Any gains near a color transition are negligible and not worth noting, but there are very real gains to be made in the heart of the yellow section, where coaches are taking their offenses off of the field far too quickly.
A couple of quick rules of thumb:
- Don’t punt on the opponent’s side of the field.
- Really consider going for it on 4th down after crossing your own 40.
- Field goals only make sense if there are more than 5 yards to go and you are between the 10 and 30 yard lines. If you’re in opponent territory and these two criteria aren’t true, you should be going for it.
I know this is not the first time a topic like this has been presented, David Romer was mostly criticized for his paper on the topic a couple years back (thanks for the reminder Colin). [Ed: Not around here.] Of course there was the great Patriot debate last season when the Patriots elected to go for it on 4th and 2 with the lead in their own territory. Even though the majority of the arguments against this work amount to "people like David Romer and The Mathlete don’t know anything about football and just live in their parent’s basement" I did want to look at the main objections and see if they had any validity.
Objection 1: Does not account for “quick change” momentum
Below you’ll see a chart of the expected points on a drive based on field position, and how teams have actually fared. I also included drives obtained by turnover as comparison to the other “quick change” drive source.
There could be a case that drives started on a short field due to a 4th down stop generate more points than normal drives, but the small sample size reduces how strongly that argument can be made. From 2007-2009, the total points accounted for on drives obtained by 4th down stops (2523) is less than the projected points would be for any drives starting at the same field position (2580). This difference is meaningless statistically, something very damaging to the idea "momentum" helps the opposing offense after their defense gets a fourth down stop.
Adding in the turnovers does nothing to build a case for momentum after big defensive stops or turnovers. The turnover-started drive line tightly hugs the average line. As a whole, the turnover expected points line is slightly higher than the average line, but only by enough to generate an extra touchdown every 50 drives. That's about one every two years or so.
Although it can often feel like there is a big momentum swing after a big stop or turnover, there is scant evidence that it is more than our memories selecting the most traumatic or exhilarating scenes to hold onto. [Ed: for an example of this human tendency to ascribe meaning to unusual events where there is none, see any of the zillion "hot hand" studies.]
Objection 2: It assumes all offenses and defenses are average
To get a gauge on what “good” can mean in comparison to average, I plotted the best offense and best defense of the last three years against the average team’s expected points per drive.
As a rough approximation, the best offense is about a 1 point per drive better than average and the best defense makes offenses about a point worse per drive.
Scenario 1: Good offense
If your offense is as good as Florida, you should never punt against an average defense. Maybe if you are deep in your own territory, but only in the most extreme situations. This assumes that a new first down gives the Florida offense an extra point over an average team in expected value and a 10 percentage point increase in the likelihood that they convert.
A punt is conceding any chance of scoring and an offense this good should not give up that right so easily. This is the basic philosophy behind the vaunted no punting HS coach in Arkansas. His team isn’t necessary good because he doesn’t punt. He doesn’t punt because his offense is good. Why waste another scoring opportunity?
Scenario 2: Going against a good defense
Playing against a good defense changes the dynamic extensively but it does not mean forgoing the fourth down attempt altogether. With a reduced likelihood of success on 4th down and a reduced payout if the conversion is successful, the 4th down attempt still is an optimal strategy more than is currently utilized. Even against a top national defense, you should still not punt in opponent territory. The field goal becomes a more viable option against the stronger defense and punting becomes a much better idea all the way out to midfield.
[Ed: I think this is moving towards correct strategy since it takes a caveman or a seriously long-yardage situation for someone to punt from inside the opponent's 40 these days. That range from midfield to the opponent 40 is a spot we might see move towards fourth-down aggression in the next few years.
Also note that coventional current strategy gets way less wrong once you ramp up the ability of the defense. If we jacked it up even farther, it might get to the point where punting from the 36 (or even on third down) is a good idea. The flaws in strategy here are leftovers from an era when punting was actually the best option. Thinking has not kept pace with scoring since.]
Scenarios 3/4: Good defense or opponent good offense
The conventional wisdom is that if you trust your defense, you don’t go for it on fourth down. [Ed: In my experience the conventional wisdom is remarkably malleable on this point. If you have a good D and the announcer agrees with the call, the good D will be cited as a reason why.] In reality, the strength of your own defense (or the strength of the opposing offense) is largely irrelevant to the decision. Fourth down decisions are all about offensive opportunity. A 4th down decision to punt is the decision to take the ball out of your offense’s hand, leaving the relative impacts on your defense to negate each other. A 4th down failure puts your defense in a worse situation, but it doesn’t guarantee points for the other team; a good defense is still a major asset in stopping or limiting the other team with good field position. A punt doesn’t guarantee that the other team is going to be stopped, but a good defense makes it more likely. In the end, it’s still all about the offense.
Objection 3: Does not account for game specific situations
This objection does ring true, but its application is much narrower than most people believe. The main flaw with the expected points model is that for most of the game all points are largely equal but at the end of the game, a field goal or even time can become crucially important. If a field goal can tie a game, take the lead, or move said lead from one possession to two (or vice-versa), the decision-making process suggested above can shift radically. This could mean punting near midfield to prevent a short field goal drive for the other team or taking a field goal instead going for it on fourth in field goal range.
These situations are rare, however, and only come into effect in the fourth quarter. When there are likely to be even 2-3 additional possessions, the expected points model still holds up.
Another potential game situation not accounted for above is the presence of a high quality field goal kicker. A very accurate field goal kicker will move the blue field goal “bubble” in the above charts down, making fields more practical in short yardage situations. An above average kicker from long range will move the bubble left. Even a great kicker won’t make kicking inside the 5 practical in very many situations.
Conclusion: In Which Romer Is Re-Iterated
Teams need to be using kickers and punters less and their offenses more. Especially teams with good offenses. If you have a good offense, bringing out the punter should only be done in long distance situations or when deep in your own territory. Scoring touchdowns is the valuable thing in football and giving away a quarter of your plays to kick on fourth down greatly reduces your ability to score them, the gain in field position from a punt is worth less than it is currently perceived to be and the idea that momentum is obtained from a quick change of possession is to be slight at best and most likely non-existent.
One final thought I haven’t been able to quantify yet: if you switch to a fourth down mindset, what opportunities does it open up in play calling during the first three downs of a series. Planning on four plays for a first down instead of three would surely have some value for an offense to adjust and re-optimize their play calling, and the total offensive value could become even greater.
Note: apparently Brian Burke at Advanced NFL Stats and I have been having some of the same offseason thoughts as he just put up another piece on 4th down decision making, and this after we both introduced similar defensive player evaluation metrics within a month of each other.