Michigan Football 3rd in Connelly's Post-Spring SP+ Rankings

Submitted by kyle.aaronson on May 25th, 2023 at 1:39 PM

Here's the link($).

TAKEAWAYS:

  • Michigan is 3rd overall (29.2), 7th in offense (42.0), and 4th in defense (12.9)
    • They're the only team that's Top 7 on both sides of the ball
    • Only three teams are Top 10 on both sides of the ball (Georgia, Bama, Mich)

 

  • There's a clear Top 3.5, according Connelly.
    • Georgia is 1st (29.9)
    • Ohio State is 2nd (29.6)
    • Michigan is 3rd (29.2)
    • Bama is 4th (27.9)
    • LSU is 5th (25.2)
    • No other team cracks 24.0

 

  • Around the Big Ten...
    • The East has three great teams, two okay teams, and two bad teams
      • Ohio State is 2nd (29.6)
      • Michigan is 3rd (29.2)
      • Penn State is 8th (23.5)
      • Maryland is 40th (9.0)
      • Michigan State is 42nd (7.9)
      • Indiana is 71st (-3.6)
      • Rutgers is 73rd (-4.0)
    • The West has three good teams, three okay teams, and one very bad team...
      • Wisconsin is 19th (15.8)
      • Iowa is 29th (13.2)
      • Minnesota is 31st (12.0)
      • Illinois is 44th (7.0)
      • Purdue is 48th (5.7)
      • Nebraska is 49th (5.2)
      • Northwestern is 83rd (-6.7)

 

  • Michigan has the 7th best returning production at 77%
    • Offense is 25th (75%) and defense is 5th (80%)
    • Next highest Big Ten team is Wisconsin at 18th (73%)
    • Ohio State is 38th (68%)
      • 81st on offense (60%) and 12th on defense (77%)
    • Michigan State is 94th(!) (57%)
      • 111th on offense (48%) and 51st on defense (65%)

Sorry for all the bullet points.

FreddieMercuryHayes

May 25th, 2023 at 2:01 PM ^

I mean, I know the numbers say it will probably be a good season, but I'm a Michigan fan who started attending Michigan in 2004.  I am conditioned that UM is cursed and everything will be bad.  It's just a matter of time.

mGrowOld

May 25th, 2023 at 2:18 PM ^

I agree it does seem odd.  My guess is their looking at star ratings of the replacements (both QBs were 5 stars) as well as the new O Linemen (either 4 or 5 stars) and they're making the assumption that they'll play at a very high level right off the bat.

I would much rather have our starting 22 than theirs and definitely wouldn't swap coaching staffs for anything.  Time will tell I guess.

kyle.aaronson

May 25th, 2023 at 2:57 PM ^

What's even more odd is that the offensive linemen who are replacing the departed are NOT all four- or five-stars. Josh Fryar, a redshirt junior, will probably start at tackle, and he was only a three-star (albeit a high three-star). At center, there's still a battle between Carson Hinzman (a Top 250 recruit in 2022 who's never played center) and Jakob James (852nd ranked player on 247's 2020 composite). That feels like it could be a HUGE drop-off from the three drafted guys they have to replace.

BuckeyeChuck

May 25th, 2023 at 7:41 PM ^

I'll be nervous if he wets the bed against IU, YSU, or WKU. Otherwise, he's got summer workouts, fall camp, and the first three weeks of game action under his belt to be ready for ND & beyond.

And I don't put too much stock in spring game performances. Who knows if they were working on some very particular skills, like when a pitcher throws an inordinate number of changeups or other new pitch in a spring training game.

FB Dive

May 25th, 2023 at 2:24 PM ^

I don't know exactly how SP+ is calculated preseason, but I do know it's a quantitative algorithm not a qualitative analysis. So it's not really a matter of logic, just a matter of numbers and what the algorithm spits out. SP+ is pretty good as far the advanced stats go, but even the best advanced stats are mediocrely predictive when it comes to head-to-head matchups. The only meaningful takeaway from this is that SP+ expects Michigan and Ohio State to both be very very good.

MadGatter

May 25th, 2023 at 3:04 PM ^

Its because of recruiting rankings. OSU had an elite class in 2021 that is going into the third year and therefore the computer is expecting big things from them. 

I think they're mostly just guys (besides the receivers lol) but the computer just sees stars on a page and projects from it

Perkis-Size Me

May 25th, 2023 at 4:01 PM ^

They’re going to get the benefit of the doubt because of all those recruiting stars. Because they have a stable of five star QBs and WRs, and recruit at an elite level across the board almost everywhere else.

OSU, in the aggregate, still recruits better (at least from a pure talent perspective) than Michigan does right now, so the computer expects more from them than it does Michigan.

Grampy

May 25th, 2023 at 5:47 PM ^

I haven’t followed S&P closely since he was snatched up by ESPN and went behind the paywall, but there used to be a significant portion of the calculations that was based on prior year performance. This would be scaled back as the year progressed until it dropped to zero after six games. OSU put up good stats, better than ours on balance, last year. Bama didn’t and they slotted behind us. The quantized numbers are fun to look at, but weren’t of much use in predicting the outcome of the last two OSU games. 

lhglrkwg

May 25th, 2023 at 2:18 PM ^

Do Connelly's number take into account how much MSU has lost this offseason? Because a mediocre team just lost a lot of their best talent and I suspect they'll be competing with Indiana for last in the East.

NittanyFan

May 25th, 2023 at 2:23 PM ^

That's what Bill is selling --- that this SP+ is better than previous ones because this update accounts for the most recent roster updates.

But MSU also ranks higher (at least as regards rank --- moved up from 47th to 42nd) today than they did in February's SP+ rankings.

Intuitively, that feels off.

Anyway, folks can take Connelly for what he's worth, but personally I think his content has substantially regressed since joining ESPN.  Which doesn't surprise me, ESPN often has that effect.

https://mgoblog.com/mgoboard/2023-espn-preseason-sp-rankings-michigan-3rd

NeverPunt

May 25th, 2023 at 2:49 PM ^

To paraphrase Yogi Berra, statistics are 90% math. The other half is guessing. 

For all the numbers work we do these days, there is no accounting for certain things. What were Bill's numbers for us coming off that 2020 season? He had us 17th, well behind OSU, PSU, Wisconsin, and even behind Iowa. We were well behind USC who ended up 4-8 and Florida who went 6-7. We were way behind Iowa St, who went 7-6 that year.

How does it feel in the MSU locker room after your starting QB and best WR bailed out, your recruiting classes are falling apart, and there's no hope for change at the top?

Not great, Bob. So let's see how it plays out. Maybe MeLLLLLL figures it out and all the change is a net positive and they manage a respectable season. But I douuuubt it.

NittanyFan

May 25th, 2023 at 3:11 PM ^

I'd argue 2021 Michigan was actually a good pre-season prediction by Connelly.  Connelly had them ranked 17th pre-season, but the consensus polls had them unranked (below 25).  So while Connelly wasn't absolutely correct on 2021 Michigan (who finished #3), he was definitely directionally correct in how he differed from the mainstream.  

If his preseason rankings have value, it would be whether, at a rate of >50%, his evaluation of teams beats the mainstream evaluation of teams (e.g., similar to methods for evaluating stock pickers).

As an exercise, I looked at 2021 as a whole.  Among teams he had in his 2021 pre-season Top 25:

  • Connelly was more bullish on Wisconsin, Miami, Penn State, Washington, Michigan, Auburn and Minnesota vs. the mainstream.
  • He was more bearish on Texas A&M, Notre Dame, Cincinnati, Indiana and LSU vs. the mainstream. 
  • Everyone else, his prediction was quite near the mainstream.

Results:

  • Penn State, Washington, Miami and Auburn were misses, often big misses, particularly UW (these teams ranged from 7-5 to 4-8 in 2021).
  • He was definitely correct on Michigan and Minnesota, they both over-achieved significantly.
  • Wisconsin - finished 9-4, didn't win the West.  I'll be charitable and call this a push, though if it leans one way it leans toward a miss by Connelly, given he had them #6 pre-season (polls had them #12).
  • He was definitely right on Indiana and LSU.  Very correct.
  • Cincinnati was a miss.  They were a CFP team and didn't look completely out-of-place.
  • Notre Dame was a miss too, though a lesser one.
  • Texas A&M - finished 8-4, T4 in the SEC West.  I'll call it a push, though they're a bit the opposite of Wisconsin - they lean toward Connelly being correct.

Net, net: those aggregate 2021 predictions, he's a bit below 50% in terms of whether he was correct in when he differed from the mainstream.  So, he didn't provide obvious value.  Buy the index fund.  :-)

A larger exercise would be to do this for multiple years.  Maybe I'll do that some day, but I'd guess buying the index fund might be correct there too.

 

Richard75

May 26th, 2023 at 7:27 AM ^

People are misremembering MSU’s 2022 season a bit. Qualitatively, they were a lot better than Indiana (even though they lost head-to-head), so I wouldn’t predict them to be at IU’s level this year, even despite the transfers.

Last year, State finished 54th in Sagarin’s ratings. That’s one spot behind Purdue. (Indiana was 86th.) U-M scored 2 TDs against MSU, one of which was set up by a botched punt snap inside the MSU 10.

The Coleman transfer is a bad look, but I’m not sure a receiver changes a team’s outlook. It’s the QB situation that’s the big question.

kyle.aaronson

May 25th, 2023 at 4:04 PM ^

They got absolutely gutted by departures...

  • QB Tommy DeVito. Questionable as to who fills in for him.
  • RB Chase Brown. Fifth round draft pick, workhorse-back, led the country in carries.
  • CB Devon Witherspoon. First round draft pick, best cover corner per PFF.
  • CB Jartavius Martin. Second round draft pick.
  • S Sydney Brown. Third round draft pick, and super solid HSP.

They also lost their stud DC Ryan Walters.

Agree that Bielema can coach, but that's a LOT of attrition for a school that doesn't recruit a bunch of talent.

rice4114

May 25th, 2023 at 3:47 PM ^

What previous MSU coach does Tucker remind you of the most?

He came in like Dantonio and left like John L (after last years antics)

As most of us know it is really painful when you mix +100 on returning players rankings with the loss of key skill players.

Jonesy

May 25th, 2023 at 5:32 PM ^

This is the first time in decades I feel like we should beat OSU. Beating bama and/or uga still feels like it would be quite the upset. Bpone makes me think this means we lose to osu, msu, and someone else this year and never get the chance. Bah!

evenyoubrutus

May 25th, 2023 at 5:49 PM ^

The narrative on 11 Warriors seems to be that their defense will skyrocket up this year because Jim Knowles needed the first year to install his defense, etc. How many times did we rationalize that same sort of logic over the years and it never made a difference? And it still doesn't explain how their offense only scored 3 points in the 2nd half against us.

Ezekiels Creatures

May 25th, 2023 at 6:20 PM ^

Nice points.

I think that 3 in the 2nd half was from Stroud's odd play under pressure. The new guy, Kyle McCord, will be better under pressure. I'm actually concerned about their offense because of him. He doesn't have the flash. But they're going to move the chains.

bdneely4

May 25th, 2023 at 10:49 PM ^

I completely disagree. If McCord was better than Stroud, he would have played in front of Stroud. I think McCord will be a good QB but he won’t be stroud. OSU needs an elite QB the way Day plays Big 12 football in just playing a shootout and I don’t think they have the QB or the Oline for those types of games this year. Go Blue!