Sunday, May 31, 2009

Quarterbacks and the NFL Draft - Part 2

In my previous post, I pointed out the quarterbacks that have been taken first overall in the NFL draft.  With expectations sky-high for Matthew Stafford to lead the Lions out of the doldrums, let's take a look back and see how these previous #1 picks did.


A quarterback taken first overall is hardly a sure thing.  Of course, it is still too early to figure where the most recent #1 picks will end up, as they have a few years ahead of them.  2 of the 13 are in the Hall of Fame - John Elway and Troy Aikman.  Peyton Manning will be.  Although Elway was elected to the Pro Football Hall of Fame, his statistics (as measured by standard deviation from the mean CMI) do not suggest that he was worthy (but that is for another discussion).  Without a doubt, both Manning (Peyton, not Eli), and Aikman have had outstanding careers, and, in looking back, fully deserving of being the #1 pick.  Of the rest, Carson Palmer appears the only quarterback currently justifying his lofty draft status.  Only time will tell if the others turn out to have great, or even good careers (I wouldn't bet on it).  

What does this all mean for Matthew Stafford and the Lions?  Well, it could mean absolutely nothing.  Or, if you believe in statistics, and you believe that NFL scouts' abilities to pick out talent isn't better today than it has been in the past, then the odds are against Stafford.  He is, in all likelihood, not going to be the savior that the Lions seek.  I will have more on this in the next few weeks.

Saturday, May 30, 2009

Quarterbacks and the NFL Draft - Part 1



In this post, I want to take a trip back in time (back to 1979, specifically), to see which quarterbacks were picked first overall in the regular NFL Draft.  

Why 1979?  Two reasons.  First, it gives us exactly 30 years of data.  Second, it was the year where Joe Montana was drafted out of Notre Dame.  Since 1979, there have been 13 quarterbacks selected as the first overall pick in the regular NFL draft.  This does not include Steve Young, who was taken first overall in the 1984 Supplemental Draft.

A couple of observations.  In the 1980's, 3 quarterbacks were taken as the first overall pick.  In the 1990's there were 4.  In the 2000's, there have been 6 taken, through 2008, and, with the Detroit Lions taking Matthew Stafford first overall in 2009 , that would make 7.

Another way to look at it:  In the 19-year period from 1979 to 1997, there were 5 quarterbacks taken first overall.  Since then, 12 years if you include the 2009 draft, 9 quarterbacks have been taken first overall.  2000, 2006 and 2008 were the exceptions.

Here's the full list.

Thursday, April 30, 2009

Better Than Jay Cutler


A lot of noise this past month about Jay Cutler. First, the Denver Broncos' new head coach, former New England Patriots offensive coordinator Josh McDaniels, apparently tried to work a trade to get Matt Cassel from the New England Patriots. This apparently didn't it well with the Pro-Bowl quarterback. After a lot of posturing from both sides, Cutler was eventually traded to the Chicago Bears for Kyle Orton and draft picks. This post isn't about who was right or wrong in the fracas, or which team got the better end of the deal in the trade. This post is about answering the following two questions:
1) How good is Jay Cutler?
2) Are there quarterbacks with similar experience that are better than Jay Cutler, and, if so, who are they?

The table below ranks each of the 30 quarterbacks that threw enough passes last year to qualify to be ranked. The ranking is based on CMI, and not the NFL's quarterback rating system. In numerous posts prior to this, I have discussed why CMI is a better measure of a quarterback's passing performance than the NFL passer rating system.



Just looking at last year, the year that Jay Cutler got named to his first Pro-Bowl, he was, by this measure, a below-average quarterback. His CMI of 0.536 was (0.14) standard deviations below the mean. It should be noted that even though he was below average relative to all quarterbacks in 2008, it wasn't unexpected. Previously, I discussed the notion of performance improving with experience. So, if you were to look only at quarterbacks and their second year performance, their average is (0.21) standard deviations relative to the mean. Relative to that measure, he actually did better than the typical second year quarterback.

Let's take a closer look at the table above. The last 2 columns indicate the # of years the quarterback has played since he first qualified, and the total # of years he has qualified. So, Cutler has played 2 seasons where he threw enough passes to qualify, and this is second consecutive year of being qualified. There are six other quarterbacks in this table who have similar experience.

They are (rank in parenthesis):

Jason Campbell - WAS (5)
Matt Schaub - HOU (7)
Trent Edwards - BUF (8)
David Garrard - JAX (12)
Jay Cutler - DEN (16)
Derek Anderson - CLE (30)

Of the six quarterbacks who were in their second year (Garrard has the most experience of all the quarterbacks, even though he has only qualified in two years), Cutler only outperformed Derek Anderson of Cleveland in 2008. Ok, so 1 year does not make a quarterback. Let's take a look at these six quarterbacks and see how they've done in each of their first two (qualifying) years.


According to this table, both Garrard and Schaub have outperformed Cutler in each of 2007 and 2008. And, arguably, over the two-year period, so did Campbell. The only quarterback in this class that has clearly underperformed the rest of the group is Derek Anderson. He will not last long in the NFL.

Admittedly, it's difficult to judge a quarterback after his first two years. But, so far at least, there appear to be several quarterbacks that have outperformed Cutler. It will be interesting to watch this group over the next several years, and especially Cutler, as he will be with a new team.

Tuesday, April 28, 2009

A Few Weeks Off

I took a few weeks off from posting.  It was necessary for several reasons.  

First, I do have a day job as the Chief Financial Officer of InsWeb Corporation, a publicly traded company (NASDAQ CM: INSW).  The months of March and April, I get particularly absorbed in my work as we have to officially close the books for the prior fiscal year (in this case the year ending December 31, 2008), and we have to get prepared for closing the books for the first quarter of 2009.  This is followed by a meeting with our Board of Directors.  It is an extremely busy time, and a very important time for our business.  

Second, posting a blog (the way I do it), takes a lot of time, as I spend considerable time before posting doing a lot of research, as I like to support my arguments with facts and analyses.  

Third, I got distracted by a couple of things.  The "event" known as March Madness - the NCAA basketball tournament, and the 2009 Major League Baseball season.  Well, not the baseball season per se, but the fantasy baseball leagues that I participate in.  Preparing for these takes up a lot of time.

Fourth, I needed a break.

Well, I'm back at it.  I have two immediate topics that I'd like to cover.  

The first is the trade of Jay Cutler from the Denver Broncos to the Chicago Bears.  Quick, name three quarterbacks who, like Cutler, finished their second year in the NFL (technically, 2008 was Cutler's third season, but the way I count it, it was his second season throwing enough passes to qualify for a rating) last year that are arguably better than Jay Cutler.  Didn't think you could do it.  I'll have the answers in my next post.  The answers might surprise you.

The second is the NFL draft.  I have a lot of observations about the draft.  I won't be discussing whether Matthew Stafford will be a better NFL quarterback than Mark Sanchez.  Why?  Because I don't know.  And neither do you.  And nor does anyone else.  Only time will tell.  And even then, we may never know.

Saturday, March 14, 2009

Does Experience Improve Performance?

In my earlier post, "First Year Performance - An Evaluation Method", I discussed how, over the history of the NFL, from 1940-2008, a quarterback's passing performance, as measured using CMI, and more specifically, the standard deviation from the mean of CMI, changes over time (in that post, see in particular the third graphical illustration labeled "CMI - SDs from Mean - By Qualifying Year").  That illustration pointed out that it takes about 5 years for a quarterback to become "average" (or, better than average).  That's obviously only true for quarterbacks who qualify in at least that many years.  Meaning that since the graphical illustration includes all quarterbacks (who have thrown enough passes to qualify in at least 1 year), that the earlier years could be biased by quarterbacks who only qualify in  those earlier years, and not the later ones.  

This is the issue pointed out by a commenter regarding that post.  He (she) was suggesting that I have a biased sample, in that the later years are only populated by quarterbacks who throw for that many years, and hence, performance should be expected to improve, as the NFL weeds out the under-performers of the earlier years.

Here's the comment:
"This effect could be due to sampling bias.  It may be that there are a large pool of first year QBs.  Some are good and some are bad.  The good ones make it to year four, and the bad ones are cut, released, or benched before they can play four years...."

He (she) then went on to ask the following question:

"...if you restrict the analysis to only QBs that have played >= 4 years, do you get the same result?"

Before I answer the question, let's address the comment.  

First, the commenter does make a very valid (and what would seem to be an obvious) point, in that those QBs that make it to year 5 and beyond, must necessarily be the better ones, as the under-performers drop-off.  This point has several implications though.  The first is that the NFL does not look at quarterbacks (or, more accurately, their passing performance) the way I do.  So we can't simply assume that the point is in fact that obvious.  Second, perhaps the way I look at quarterbacks passing performance, CMI, is in fact, a decent (good?) measure of a their true passing ability, and, the graph validates that fact (this would be rather presumptuous of course, but that is what I am trying to prove after all - that I have, in fact, developed a method that appropriately evaluates a QBs passing performance, and, perhaps even more importantly, that I have developed a method by which one can identify a good passer versus a poor passer early on).

Second, the commenter suggests that my sample is biased because of this fact (i.e. it is biased towards the better players in the later years).  There are two ways we can look at that.  The first is that the sample isn't biased because it uses the entire population.  In other words it is what it is (and perhaps this again validates my measurement technique).  The second point is that the sample is biased (remember, however, the context in which the graphical illustration was shown - in that it was trying to look at all quarterbacks, and how their performances changed over time), and that we can, if we choose to do so, look at it differently.  This is, in fact, what the commenter was suggesting with their question.

So let's take a look.  As a matter of fact, let's take the question a bit further and look at it in four different groupings:  

QBs qualifying in at least 1 year (the original graph) - 345 Quarterbacks
QBs qualifying in at least 3 or more years - 180 Quarterbacks
QBs qualifying in at least 5 or more years - 121 Quarterbacks
QBs qualifying in at least 7 or more years - 84 Quarterbacks

The graphical illustration is followed by a tabular display of the same data.



There's no question about it.  Performance improves as a quarterback gains experience.  All groupings follow the same basic pattern:  Sub-par performance in year 1, followed by several years of gradually improving performance.  When the improvement takes place, and by how much, does vary by group.  For example, after three years, teams still haven't been able to markedly separate the good quarterbacks from the bad ones.  By the fifth year, it's now quite apparent who has "cut it", and who hasn't.  For all quarterbacks qualifying in at least 7 or more years, they appear to show their skill, or differentiate themselves, as early as year two.  So, to prove the obvious point that the commenter in the previous post making, those that don't turn in positive performances early do tend to get weeded out.  The process, however, happens to take a few years.

The question this prompts however, is, why does it take so long to weed out the poor performers?  

Well, there are at least two different answers.  

The first, something I alluded to earlier, is that the NFL doesn't evaluate passers the way I do.  I am a statistical analyst, and what I have created is a an objective methodology to evaluate a player's performance.  Teams in the NFL, aren't inclined to do the type of statistical analysis that I do.  In addition, it's just simply not clear, even using my statistical methods, that you can be sure that you can identify the good and bad future quarterbacks after year 1.  By year 2, however, year 3 the latest, my method does show who the keepers should be.

The second is, that teams pay a lot of supposedly smart people (scouts, GMs, etc) a lot of money to evaluate, and draft good talent.  Subsequently, these teams draft these "talented" players early in the draft, and pay them lofty sums of money, a lot of which is guaranteed.  Now what do you do?  You've got a poor-performing team (generally, a team's draft order is determined by their won-loss record, with the teams with poorer records drafting earlier, and vice-versa) that just drafted the next "Peyton Manning", and have paid them a lot of money, and they have a lousy first year.  You're not likely to blame the young quarterback for that year's performance.  The team still has a lot of weaknesses elsewhere, so you pick early again the next year (perhaps shoring up the defense).  Second year passing performance is better than the first, but still not better than average.  You even ignore the statistical evidence (he can't be that bad).  You're still paying him lots of money, you've seen improvement, team has won perhaps a couple of more games, and this gives you hope that, the third year is THE YEAR.  Then, much to your dismay, the quarterback that you paid millions of dollars for, doesn't pan out as you have another miserable year (the teams is "close" to 0.500).  You get impatient,  fire the head coach, try an aging veteran as your quarterback, he has a decent year, a quarterback controversy brews, ya da ya da ya da....and, you continue to ignore the statistical evidence....

Just off the top of my head, I can think of several recent obvious examples - Alex Smith of the Forty Niners (and, proving the corollary, the approach taken by the Green Bay Packers with Aaron Rodgers), and JaMarcus Russell of the Oakland Raiders.

Here are three quarterbacks that the NFL, teams, and fans, have fallen in love with, but, statistically have yet to prove themselves.

Eli Manning (I can hear the argument - but they won the Superbowl)

So there you have it.  My method is the Moneyball approach.  What actually happens in the NFL is quite different.  NFL teams could save themselves a lot of money (and perhaps even win a few more games) if they were to adopt a statistical approach to their business (I think a lot of NFL teams actually believe they take a statistical approach, but I don't think that most actually go through rigorous analyses the way I do).  

My next post will be my preseason rankings for 2009.