Thursday, March 15, 2018

My Final Thoughts on the Selection


Selection Sunday came and went again, leaving the majority of people unsatisfied.  While 2017 was extremely straight forward as far as who was getting, but the debate was left over how they were seeded, 2018 was the wild west.  My “bubble” list went 41 deep.  Some of these teams were the likes of Loyola and Murray State who had already secured bids.  Given that we were still dealing with the uncertainty of the Davidson/URI bid, and you could very well have made an argument that the loser of that game was going home, even if you felt URI was “safe” but not a lock, bubble volatility was high.

Basically, the goal was to select 13 teams from the pool 33 at-large candidates.  It was not easy.

My initial ranking system integrated 3 main components to for a Total Efficiency: Basic Efficiency (KenPom/Sagarin components), Strength of Efficiency (Some SoS/SoR components), and Trend, which puts emphasis on the last 5, 10 games.  This season, knowing more about how the NCAA uses its Team Sheets, a Quadrant Win Value (Q-Rate) was derived and applied to create a new Total Efficiency (New-T).  An addition qualifier was created called T-Factor, which applies the actual RPI to each team’s numbers.

For the most part, these were consistent with the NCAA selection process.  The Q-Rate was actually a huge discriminator for many of the committee’s selections, with a couple outliers.  First, the stamp of the RPI ruled many tie-breakers.  Second, it was clear that the only thing that was used to evaluate bubble teams outside outside of Q-Rate and RPI (T-Factor) was their standing with the NCAA.

Of the 33 Bubble Teams, Louisville Ranked 2 in T-Factor, 1 in New-T, but 20th in Q-Rate.  Overall, this averaged out to be the second best profile.  The best? Well that team was 1 in T-Factor, 2 in New-T, and 17th in Q-Rate.  Their blind profile was essentially identical, only one team received an 8 seed (2-9 in Q1 games) and Louisville (3-10 Q1 games) managed to not even make the First Four Out.  Sure, that had nothing to do with the ongoing FBI investigations.  Ironically, in the development of the tool, I had deliberately shaded gray any team that was involved, and included other teams that had postseason bans were in the eye, like Georgia Tech, UConn, Michigan State, etc.  These pictures shows the Cardinals and Blind Team Two well ahead of the field, with Penn State as being good enough to compete, but woefully lacking win quality (33rd).




When sorting by T-Factor, Middle Tennessee creeps back into the discussion, while NC State (and OK State) fall to the bottom of the bin.  Knowing that the committee only uses the RPI when it is convenient, I didn’t want to put too much stock in to these.  Instead, I really felt that the Q-Rate would tell the story.  

NC State and OK State perform well here, and I had been touting the Cowboys for a couple weeks as a sleeper (before they beat Kansas again).  NC State I was a little cooler than most.  I never moved them above a low 10, and really felt that their resume as a whole (wildly inconsistent) looked more like a play in candidate than a true high bubble.  Even after the BC loss, I felt they were safe, until chaos ensued in the MWC.  when the numbers settled Sunday, NC State was not in great shape, but the Win Quality was great.



Now sorting by an average rank of the Q-Rate, T-New, and T-Factor, I got this list, and we rolled with it to narrow the list, Missouri Oklahoma, and KSU went in quickly.  After that, I held off on Creighton, since they were in the same boat as Louisville. Next three were pretty easily FSU, VT, and Alabama.  We acknowledged Providence’s run made them safe, and then were torn between the other Catholic schools: Creighton, Saint Mary’s, and Saint Bonaventure.  We took Q-Rate as the primary discriminator and ranked them Bonnies, Gaels, and Jays.



Now we were down to slots, with Davidson lurking to snipe one, so we took a break.  When we came back, URI had yet to pull away so we ranked the next group of teams.  Some of the trends were easy to spot. NC State and OK State had similar resumes (good wins, poor SoS, questionable losses, poor RPI). Baylor and Notre Dame had similar resumes (strong metrics, poor wins). UCLA and Louisville had similar RPIs and win scores, but while UCLA got there by quality, Louisville by quantity.  Syracuse and Middle Tennessee had non-conference RPI numbers that kept them in the hunt.

When the numbers were all on the table, we ranked the bubble from there:
UCLA
Louisville
Middle Tennessee
NC State
Oklahoma State
Baylor
Notre Dame
Marquette
Western Kentucky
Penn State
Arizona State

The argument was that NC State was either in or out.  Same with OK State, as those Quality Wins would either carry them, or the RPI would be the bible.  We went RPI, with a caveat, as UCLA had a stronger finish, they were “safer” than Louisville.  Middle Tennessee was the “wait to see what Davidson does.” mid major, that would be cast out by a mid-major.

What did we learn?

  1. The NCAA does not use the numbers.  The keep them in the safe and pull them out when there is a talking point.
  2. There was heavy bias against the FBI teams.  For the most part, I understand that Miami and Larrannaga have been mostly cleared, but have to think that if their numbers dipped further, they were at risk.  USC was in low 30s overall in both New-T and T-Factor (basically showing that their RPI was backed up by metrics) and a Q-rate similar to Providence and Oklahoma State, finished second in their conference, played in their conference championship game, and were kicked to the curb.  That is completely indefensible without cause.
  3. Bad losses do not matter for major conference teams.  The matter doubly for Mid-majors.
  4. Q-Rate is definitely a factor, but needs to be tweaked
  5. RPI is king.  Xavier was anywhere from 6th to 14th in most metrics, but finished 3rd in RPI and 5th in Q-rate.  Only justification they end up on the 1 line.  Everything else pointed to lowest 2 seed.
  6. They NCAA will ignore every other rating and metric to choose a media narrative, and they REALLY like the Bobby Hurley story.
  7. “Body of Work” is the “Football Move” or “Becomes a Runner” of the Bracketology vernacular.
  8. The Bracket is pretty much set by Friday.  

The biggest mistake I made was Louisville over NC State. No excuses. Looking back through the last 2 weeks of brackets, everything I had SCREAMED NC State, with Louisville as the last team in, if at all.

Saint Mary’s was justifiably left off based on the Quality Win sniff test.  The difficult part of Q-Rate is that it treats a RPI 1 away win the same as an RPI 50 neutral win… they are not.  Next year, we will do what the NCAA did and lock in a many lines as possible on the seed list by Friday or Saturday, then reweigh the Wins for the 20-30 bubble candidates. However, MTSU was a much better fit here than Syracuse.

Comfortable missing USC for Arizona State.  What a travesty reach by the committee.  I mean, did you watch that ASU/Syracuse game?  It looked like two 14 seeds slugging it out.  I get that Syracuse plays the zone well, but Boston fucking College just hung 85 on them.  It ain’t that tough to solve.  The Sun Devils were a 9th place team in a mid-major caliber conference, and they were put on display for a national audience… thanks NCAA.

Friday, March 9, 2018

Bubble Profiles- Notre Dame


So the ACC Tournament has been on ESPN, so you probably have not heard the talking heads shut up about Notre Dame making the tournament.  This is certainly an argument one can make.  Notre Dame, despite a seven game losing streak, was still a good team even without Colson, Harvey, and Farrell.  They just didn’t have the ability to finish games anymore.  The Irish have remained in the Top 40 in efficiency in KenPom, Top 40 Rated by Sagarin, and they started 3-0 in the ACC. I had them as my preseason favorite to win the ACC.  But injuries happen, but honestly, it is more than just injuries. Some of it is just luck, which the Irish have had little to none of this season, which is something that will get covered here.

The Irish Profile:
15 games without Colson (6-9)
5 games without Farrell (1-4)
1 game without Pflueger (0-1)
15 games (and counting, so really shouldn’t roll into their case, or then we have to put Maryland in the field) without Harvey (7-8)

The Irish have not played well since the injury bug hit.  But what about before?
Win @DePaul (Q3, not useful but a road win to bank)
Win vs LSU (Neutral, Q2, LSU was much better than expected)
Win vs Wichita St (Neutral, unbelievable steal of a Q1 here, as ND almost never led, and had 3% chance of winning with 21 seconds left)
Bottom Line: they won the Maui, which Michigan, Marquette, and Wichita State cannot claim (though with Cal and VCU down, this was a shit field… the fact that Chaminade did not finish last is also evidence of that).
Then:
Loss at Michigan St (Q1, OK)
Loss vs Ball St (WHAAAA, OK I get it, buzzer beater, but still Q3)
Loss vs Indiana (also, not good, Q3)
They sneaked past Dartmouth too.

Uh, that looks like an NIT team.  So now the luck factor.  Here is how Pomeroy defines his “Luck Rating”:
Luck – A measure of the deviation between a team’s actual winning percentage and what one would expect from its game-by-game efficiencies. It’s a Dean Oliver invention. Essentially, a team involved in a lot of close games should not win (or lose) all of them. Those that do will be viewed as lucky (or unlucky).

I like to look at it as the team with the ball last is most likely to win, just like football.  If your offense averages more than a point per possession, you have to be feeling pretty good in a tie game.  The Irish struck the pot of gold against the Shockers, but had been snake eyes since.  Buzzer beater to Ball State, OT to Indiana (98.5% chance of winning), 1 pt loss to UNC, OT loss to Louisville.  I eyeballed the chart a month ago and saw them hanging around -.120 in the luck category, indicating that they had probably coughed up 3 wins along the way (standard deviation is actually around .051).  They finished the season at .055, which is a standard deviation out side the norm, but really only cause to believe they LOST one game by a bad break.

The 41 team Bubble (that reaches down and grabs “not gonna happens” like Davidson and Maryland, as well as some auto qualifiers) 3rd in basic efficiency, and 4th in efficiency strength.  This reflects a very good team.  But reaching back to the Maryland example, they are 15th and 12th here, and not even in the discussion.  Their Quadrant Win value is 36th, which means their results profile like a mid-major.  Their case is similar to Penn State’s actually, with the injury wrinkle.  

I have them a few spots out right now, with no way to make up ground, and Nevada potentially stealing a spot, as well as potentially an A-10 team. Duke probably would have been enough, but as it stands, Ball State at home with the whole team intact killed them.

Thursday, March 8, 2018

8 March Bracket

Arizona State falls to first team out, now needs lots of help.  Marquette on the line today, assuming OSU or ND doesn't run them off.


Bubble Watch- Arizona State


Let’s take a look at Arizona State’s “Body of Work”.  The media blew their wad early, projecting the Sun Devils to be a 1 seed, despite very little evidence that their performance was sustainable.  They opened with one true road game (Kansas), three neutral site games (Kansas State, Xavier, Saint John’s, and eight home games, highlighted by perennial MWC contender San Diego State, Big West frontrunner UC Irvine, improving WCC squads San Francisco and Pacific, and and upper half SEC team from last season in Vanderbilt. Idaho State, Northern Arizona, and Longwood were empty calories.

Overall, this was a pretty damn good schedule.  To go 12-0 against it is more than impressive, as at the time, KSU was also considered an upset.  But al the metrics still pointed to the fact that ASU had performed well, but still ranked in the low 20’s.  The likeliness of them shooting 45% from 3 for the season was unlikely, and their defense wasn’t really preventing points.

The Pac-12 League schedule is a different story.  With unbalanced schedules, everyone can claim foul that they got a raw deal.  So what about their schedule stands out?

Home-and-Home against Arizona (Loss/Loss)- This is a missed opportunity as the Wildcats were the only true Q1 win they could have gotten at home.

Road games at altitude (Loss/Win)- The second toughest component of the Pac-12 schedule, outside of Tucson, is the double to Utah and Colorado.  The elevation will either get you up front, or the one day recovery time will not be enough for the second game.  ASU got a two day break on their trip and recovered to steal one from Utah.  This was arguably the last “great” thing they did this season.

Road games at Oregon/OSU (Loss/Loss)- Hard places to win, but both these teams kind of stink this year. OSU is back to a solid brand with Tres running the show, but ASU needed one of these to prove the still had “it”.

Road games at USC/UCLA (-/-)- ASU managed to avoid the other two best teams in the conference in their gym.

Home games vs USC/UCLA (Win/Win)- Literally the ONLY reason this is a discussion.

Road games at UW/WSU (Loss/Win)- Not the worst outcome, but they struggled to put away a terrible WAZZU.

What should have been absolutely FREE: Home-and-Home vs Stanford/Cal, Home against Utah/Colorado/Oregon/OSU, neutral site against Colorado.  A great team goes 9-0 here. A good team goes 8-1, and middling fringe bubble team maybe goes 7-2 or so.  The Sun Devils went 4-5 against dreck, with only 4 of those games on the road.

The Sun Devils do not have the injury crutch to fall back on to explain their lackluster performance.  They finished 1-5 with the win against Cal at home, which probably hurts their RPI more than helps it.

Bottom line, this is no longer a team capable of winning an NCAA tournament game.

Wednesday, March 7, 2018

7 March Bracket

Louisville is in the process of wrecking Florida State's shit, so they should move up a few spots.  They're closing schedule was pretty brutal, and losing home games to FSU and Cuse to kick it off narrowed the margins.  Cuse has to be feeling the pinch.  They will have to beat UNC to have a realistic shot.  A Louisville loss would have given the committee a chance to take the hotter team.

Anyway, here is the bracket:



One error. The Auburn/TCU pod will not be located in Dallas.  After the 1/2 seeds snap up all the Auburn-friendly sites (Nashville, Charlotte), this would likely be shipped to Wichita to preserve neutrality (Montana would have an advantage in Boise, ASU in San Diego).

I figure it is time to cover some of the bracketing rules so that this makes sense.

1. Each of the first four teams selected from a conference shall be placed in different regions if they are seeded on the first four lines.
* This shouldn't be an issue for anyone except the ACC if Clemson (or Miami) makes a run.

2. Teams from the same conference shall not meet prior to the regional final if they played each other three or more times during the regular season and conference tournament. Teams from the same conference shall not meet prior to the regional semifinals if they played each other twice during the regular season and conference tournament. Teams from the same conference may play each other as early as the second round if they played no more than once during the regular season and conference tournament.
* Hard to really pin this one down right now. I do my best to evenly distribute the conferences to each region, giving preference to the highest ranked teams and conference champions.  If there is a matchup occurring prior to the regional finals, typically it will be because two lower seeded teams upset their opponents, such as Baylor/Texas above.

3. Any principle can be relaxed if two or more teams from the same conference are among the last four atlarge seeded teams participating in the First Four.
* Unnecessary, but plays to the committee's advantage to saturate the field with Power conference teams.

4. To recognize the demonstrated quality of such teams, the committee shall not place teams seeded on the first four lines at a potential “home-crowd disadvantage” in the first round.
* The stunning lack of decent West Coast Teams this year and Top Teams within a short drive of Cincinnati has made this a little difficult. The weaker 2 seeds could get shipped out west.  Also, no guarantee that UNC ends up in Charlotte, especially if they lose to Cuse tonight.  The idea that the "closest-to-home" site for the number 1 overall seed (UVA) may be off-limits to them is somewhat disconcerting, but nobody ever said the NCAA is fair.

5. Teams will remain in or as close to their areas of natural interest as possible. A team moved out of its natural area will be placed in the next closest region to the extent possible. If two teams from the same natural region are in contention for the same bracket position, the team ranked higher in the seed list shall remain in its natural region.
* Never seen the secret sauce here, but assume that this is relaxed to maintain balance with the number of large, diverse conferences. For instance, what the hell is West Virginia's "natural region? The are certainly in the East, but drivable to the South, and play in a conference that is based mainly in the Southwest.  I tend to hold this standard more when seeding the autobid leagues.  UCLA fans will travel.  Hampton may not even be able to afford Boise.  Right now, I also have both 16-seed winners going to Pittsburgh (fair, as opposed to the west coast), and split the 12-seed winners between Boise and San Diego (less fair, but these teams haven't earned anything by being "at-large").

6. A team will not be permitted to play in any facility in which it has played more than three games during its season, not including exhibitions and conference postseason tournaments. A host institution’s team shall not be permitted to play at the site where the institution is hosting. However, the team may play on the same days when the institution is hosting. Teams may play at a site where the conference of which it is a member is serving as the host.
* Wichita State is affected here, as is Lipscomb, TCU (by proximity), and possibly Boise State and San Diego State.  There are probably one or two others.

7. A team may be moved up or down one (or in extraordinary circumstances) two lines from its true seed line (e.g., from the 13 seed line to the 12 seed line; or from a 12 seed line to a 13 seed line) when it is placed in the bracket if necessary to meet the principles.
* If this were not allowed, this would be impossible.

8.
1. The committee will place the four No. 1 seeds in each of the four regions, thus determining the Final Four semifinals pairings (overall 1 vs. 4; 2 vs. 3). The overall No. 1 seed has the opportunity to select its preferred first- and second-round site and preferred region.
2. The committee will then place the No. 2 seeds in each region in true seed list order. The committee may relax the principle of keeping teams as close to their area of natural interest for seeding teams on the No. 2 line to avoid, for example, the overall No. 5 seed being sent to the same region as the overall No. 1 seed. The committee will not compromise the principle of keeping teams from the same conference in separate regions.
3. The committee will then place the No. 3 seeds in each region in true seed list order.
4. The committee will then place the No. 4 seeds in each region in true seed list order.
* This is actually pretty simple.

9.
If possible, rematches of non-conference regular-season games should be avoided in the First Four and first round. If possible, after examining the previous two years’ brackets, teams or conferences will not be moved out of its natural region or geographic area an inordinate number of times. If possible, rematches from the previous two tournaments should be avoided in the first round.
* Absolutely stress IF POSSIBLE. For mock brackets, it is hard to spend the extra time combing the team sheets and past schedules to assure this.  The Final Bracket this weekend will apply all the rules.

The rules mention the "Seed List" which implies that they have a "master" ranking metric, which we know defaults to the RPI.  The NCAA is bought into the RPI for at least the next season, but let's be honest.  They know the RPI is cheap and easy.  While I use Sagarin and KenPom to their maximum potential, and many other Bracketologists integrate BPI, SOR, KPI, etc, it's foolish to expect a room full of politicians to use anything other than the simplest analytical metrics.  I use 5 different values to bracket the teams, and while it may make the most sense to create a "master" seed list, it is an unnecessary step with the rules above.

It should also be noted that never have both HBAC schools been dropped into the First Four.  While this is unwritten, and chaos in the other autobid tournaments has justified it, up until last night the SWAC and MEAC best potential qualifiers were light years behind the next worst contender.  LIU took care of one spot, and Radford's position is much lower than Winthrop or Asheville, but even if no other upsets occur, I expect the MEAC winner (if it is Hampton, Bethune-Cookman, NC Central, Norfolk State, or Savannah State) to be in Charlotte playing an ACC team.

Speaking of different metrics, here how each of mine pit the Bubble contenders:
T-Factor (best for seeding, uses RPI to "cut" the raw numbers)


Total Efficiency (Takes into account weighted Quadrant Wins)


Quadrant Win Score (strictly focuses on how you performed in each quadrant, and how "valuable" those wins are)

 * Notre Dame is 75th, SDST 81st. A Q-Rating under 0.0 means that you either a) didn't win enough high quality games (Q1) to offset any losses, or b) had too many bad losses (Temple).

Trend (how efficient has the team been in its last 5/10 games; rewards conference performance)

* Alabama is 88th

Strength (more or less RPI blended with efficiency numbers, but with emphasis on Non-Conference, to understand who can compete at different level of competition)


And Basic Efficiency


Bottom line: there are many ways to skin this cat, and you never know who/what the committee is championing at any given moment.  I do know, that if I am Providence, I am not getting my hopes up. With Louisville's win, they have to think that they need a similar performance to keep ahead of the bid thieves.

Tuesday, March 6, 2018

6 March Bracket

Late night update... won't factor in St. Mary's BYU until Weds, but the Gaels will likely fall in the 11-12 seed last 5 in range.











Pods

1
Virginia



Xavier
1


San Diego

16
Texas Southern



Penn
16


Boise

16
Radford







Nashville
Pittsburgh







Nashville

Detroit

8
Creighton



Texas
8


Wichita

9
Saint Mary’s



Saint Bonaventure
9


Dallas










Pittsburgh

4
Texas Tech



Wichita State
4


Charlotte

13
Murray State



Louisiana
13



Boise







San Diego



5
Florida



Clemson
5




12
New Mexico State



UCLA
12









Providence
12






ATLANTA

OMAHA




Last 5 Safe

3
Tennessee



Michigan State
3


Florida State

14
Charleston



UNC Greensboro
14


Butler
Nashville







Wichita

Southern California

6
Ohio State



Nevada
6


NC State

11
Kansas State



Southern California
11


Kansas State












7
Miami



Texas A&M
7


Last 5 In

10
Middle Tennessee



NC State
10


UCLA
Dallas







Wichita

Arizona State

2
Cincinnati



Kansas
2


Baylor

15
Lipscomb



Stephen F. Austin
15


Providence










Louisville




SAN ANTONIO
















First 5 Out

1
Duke



Villanova
1


Syracuse

16
Hampton



Wagner
16


Marquette






Iona
16


Oklahoma State
Charlotte







Pittsburgh

Alabama

8
Missouri



Rhode Island
8


Boise State

9
Oklahoma



Virginia Tech
9













Next 5 Up

4
Gonzaga



Kentucky
4


Notre Dame

13
South Dakota State



Vermont
13


Utah
Boise







San Diego

Penn State

5
Arizona



West Virginia
5


San Diego State

12
Baylor



Buffalo
12


Nebraska

12
Louisville











LOS ANGELES

BOSTON




The Rest

3
Auburn



Michigan
3


Mississippi State

14
Montana



Bucknell
14


LSU
Dallas







Detroit

Oregon

6
Texas Christian



Houston
6


Washington

11
Arizona State



Loyola
11


Davidson










Saint John's

7
Seton Hall



Arkansas
7




10
Florida State



Butler
10



Detroit







Charlotte



2
Purdue



North Carolina
2




15
Santa Barbara



Wright State
15