When the Giants Come to Town, It's Bye-Bye Baby

10.05.2009
Eighty-Eight and Seventy-Four

That's the Giants' final record thanks to Pablo Sandoval's moonshot over San Diego, and it's a hell of a lot better than 76-86, which was Baseball Prospectus's smarty-pants projection on Opening Day. Based on the big fancy PECOTA computer housed in Nate Silver's parents' basement BP figured the Giants would score 683 runs and give up 717.

Instead, the team scored 657 and allowed 611. Think about that a moment. The Giants' offense was even worse than predicted (and all kidding aside, PECOTA is a very good system), and their pitchers were 100 runs better than predicted. Pitchers and defenders, actually. The Giants were the best team in the majors converting balls in play into outs, what BP calls Defensive Efficiency. (While we were pulling our hair out, Randy Winn was turning hits into outs.) 

The pitchers also had the most strikeouts in the majors, 1,294. That's a bit misleading because they faced opposing pitchers at least a couple times a night instead of, say, Hideki Matsui or Vlad Guerrero or David Ortiz. (If you want to know, the Giants, Cubs and Dodgers were tops, then the Yankees were fourth, leading the AL with 1,252 strikeouts.)

But strikeouts are strikeouts. They are not balls put into the play. So the Giants were extremely good at keeping balls out of play, and extremely good at turning balls in play into outs. That, señoras y señores, is how you only allow 3.77 runs per game.

Can they maintain such stellar pitching and D next year? It'll be very interesting to see which players get the nod because of their gloves. Travis Ishikawa comes to mind first. If he had enough playing time to qualify, he would be the top defensive 1B in the majors by a very wide margin, according to Fangraphs UZR/150. If he can bump his offense up a bit from .265 / .332 / .391 to, say, .280 / .350 / .450 he could be quite valuable. (As it was, Fangraphs said he gave the Giants nearly $4 m worth of performance this year.)

The Giants' biggest concern this off-season, other than finding a couple guys who hit the crap out of the ball, is regression to the mean. Teams that make 16-win leaps in a year often backslide a bit the next. Awesome bullpens have a way of clanking and clunking the next year. This is not my prediction, necessarily. I don't have a creepy talking mainframe in my parents' basement, I'll have you know.

I'm just saying a lot of attention must be paid to avoid the backslide. That's why the Giants want Pablo Sandoval to strap on the leggings and do a little more Jazzercise this winter. That's why Barry Zito's bromance with Brian Wilson is not over. (Thanks, Baggs, for getting Zito to admit to the bromance in the first place.) That's why Edgar Renteria will start at shortstop next year. I can just imagine Bochy saying, hey, he's got nowhere to go but up, right? Regression to the mean works both ways! 



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I never thought I'd say this, but thank God Bochy probably doesn't understand statistics.

Gotta give Sabean credit: when he sets out to build around pitching and defense, he gets legitimately great pitching and defense. He now needs to strike a better balance between offense and defense, but I hope he doesn't feel too pressured to upgrade the offense at all costs -- adding Jermaine Dye or Adam Dunn isn't going to get us anywhere.

I think a sensible one-year deal for Dye makes a lot of sense...we dont have to trade a Sanchez or Cain or Bumgarner at teh start of the season. Leaves us the ability to acquire a second bat at the trade deadline...

Except that he's terrible. Mediocre OBP + worst outfielder in baseball = a player who's barely good enough to start, much less solve our problems.

A quick comment on "regression to the mean". Just because the Giants overperformed expectations this year does not make it more probable that the Giants will regress to the mean next year. Past outcomes can not be considered when projecting future probabilities from within a "mid-point" within this kind of a model. For example, if we are flipping coins, the initial probability of "heads" coming up 3 times in a row is 1/8. However, if one stands in the middle of the sequence of flips, and "heads" has already come up twice, the probability of it coming up a third time is 1/2 not 1/8. In the same way, if one were to assess the probability of the Giants overperforming two years in a row at the beginning of the two year sequence, then one would predict a "regression to the mean" over the course of the two year sequence. However, now that we stand at the mid-point in the sequence, the odds are neither in favor or against the Giants over-performing next year. So, a backslide is not more probable next year just because the Giants over-performed this year.

At least this is my understanding of how probability works in this sort of a case, although I am by no means an expert on probability, so someone feel free to correct me if I am wrong.

you're right - but as ELM frmaed the question, it's relative to their performance last year, not this year. So while you might revise your predictions upwards slightly based on this year's results, you would still expect next year to be back in the direction of last year.
Everything else being equal.
Which it's not, given the vagaries of MLB, the hazards of carrying deer meat down the stairs or ironing your shirt while wearing it, and Sabean's veteran-contract-season-push fantasies.

Good point, SHOE, and it's kind of poetic justice that the deer-meat carrier and shirt-wearing ironer are both in the playoffs this week (Barmes and Smoltz, for those who must know).

SHOE,

Okay. I see. So, ELM was affirming that a "regression to the mean" will mean a regression from this year's performance back to their true talent level, which will be a regression since they over-performed this year. Thanks for clarifying.

I don't see where they overperformed this season, other than they won 88 and their Pythagorean was 86 wins.

And who overperformed, really? Maybe Sandoval, but he was only OK in 3 of the 6 months, so that leaves a lot of space for backsliding without nullifying his 2009 season's performance.

Lincecum was super again, and thus no backslide to be expected. Cain maybe, but he's been building up to this, so I don't see any logic to say he would backslide either. Sanchez was horrible for half a season, so there is little backslide there, other than he won't have a no-no (most probably).

Zito is the best candidate for backsliding, given his 2007 and 2008 seasons, but there are logical seasons why he should continue to do well going forward, first and foremost, his velocity returned to early career norms.

Wilson? Building up. Affeldt? Sure, but Runzler and Joaquin look to be good additions in 2010. Medders and Miller? Maybe, but we have good relievers across the pen, including Romo, plus in the minors. It should work out about the same.

Offensively, frankly, almost everyone other than Sandoval underperformed. Ishikawa had a horrible month and a half, then was around 800 OPS for the rest of the season. Garko platooning with him should further ensure that backslide don't happen. 2B was so bad that even a bad Franchez season would be a huge improvement, and if not him, Frandsen and Velez should be able to do as poorly, but not any poorer. Renteria also couldn't do any worse at SS, and if we should be lucky enough to resign Uribe to a one year contract, he should be able to keep the backslide from happening.

OF similarly. LF and RF were bad, but with Velez, Schierholtz, Bowker, and Torres around and getting significant ABs, we should not be any worse there.

C, as nicely as Molina did, it was still low 700 OPS. Posey better be able to do that in his sleep, even in his first season, or he's not the prospect he has made himself appear to be this season.

I see no reason for much backsliding in 2010, except for the bullpen maybe, but I'm really jazzed about adding Runzler and Joaquin to the mix for 2010. Thus, I think the team, right now, should win at least mid-80's in games for 2010, and it would take a few steps forward by people like Sandoval, Sanchez, Schierholtz, Bowker, plus return for Renterial and Rowand, to move into strong playoff contention.

Oh, neglected to add Lewis to OF situation, though perhaps that's Freudian, because I think he'll be shipped off somewhere this offseason.

Bullpen. Bullpen, bullpen, bullpen.

This is very frequently the culprit for these sorts of things. BWilson went from average to top-3. We'll see if his fastball's movement holds. Affeldt is quite old to be having a breakout season and then sustaining.

I don't know the exact stats on the Giants' bullpen jump from last year to this year, but I'm betting it was quite large.

Don't see anywhere where they "overperformed" and might regress? If you're going to go all Pythagorean, how about 2nd-order W-L record? 82-80. Or 3rd-order record? 83-79.

Don't kid yourself - this was barely a .500 team despite massive year-over-year improvements in defense and pitching. Without patching the massive holes in the lineup, this is a 76-86 team again.

Projections are faulty. Just because people can make phony extrapolations doesn't mean performances will follow in the real world.

Call it a cosmic non sequitur.

Bravo to the Giants as a team and as individuals who proved this b.s. to be, well, b.s.

Prospectus has a formula that adjusts for how many runs a team "should" score based on how many singles/homers/walks/etc. they produce, then runs that through the Pythagorean formula. According to that, the 2009 Giants were about an 83-79 team.

Lefty, my sense is that our pitching will be better next year. Arguments:

1) Brad Penny will likely replace Randy Johnson and be more consistent. No Joe Martinez-Sadowski's in the rotation;

2) Zito will hopefully be more of the second-half form than the first half form of the first three years. If he can be a sub-4.00 ERA pitcher, we are going to be relaly tough;

3) Sanchez hopefully has this all figured out and can be consistent for a whole year;

4) Cain tailed off again in the second half...more conditioning and more runs being scored on his behalf will hopefully translate to a stronger second half pitcher next year;

5) Lincecum will likely be better. His strikeouts may be lower and maybe a few more wins and less innings pitched will keep his arm strong all year and able to withstand the summer heat in the East;

6) Bullpen with Howry gone, Romo in place as the rightye setup and Runzler as an extra lefty, Medders and maybe Joe Martinez as the long guys, Affeldt and Wilson continuing their pace and hopefully Joaquin over Valdez (he would be one of my top trade candidates, maybe someone would think of his as a closer), I think makes this a better pen and maybe the best in the majors. I would just like to see Bochy be less rigid in use of the bullpen, having Wilson coming in the 8th is a plus when needed. But I like to see Affeldt/Romo starting 9th innings and trying to get a couple of quick out before bringing Wilson in.

So the major argument on regression will be with the defense and offense. Freddie Sanchez for a whole year will make second base more consistent. I think Pablo will be playing more first if Uribe is brought back. Uribe will likely play more third and Renteria better be better post-elbow surgery. No excuses. If he does not perform well at the start, Uribe should be moved over to short.

Why does Ishi have such a pronounced affect hitting at home versus the road? Velez will not be a gold-glover in left, but obviously better than Fred Lewis. Dye potentially playing right is a downgrade from Nate or Winn, but I could see Dye playing primarily 4-5 days/week in right, maybe a day in left and Torres and Nate splitting starts in center and right. I think overall, our defense will likely be more consistent and it was probably a plus defense last year. I would like to see them getting to more balls in the infield.

Plus, if Bengie is back, less playing time, especially at the start of the year will be beneficial to Bengie not wearing out so early and will hopefully make him a better hitter...

of course, I forgot to add that I am hoping Chone Figgins is the actual starting third baseman. So he will be defensively very consistent. He can play second or left for a game or two a week to spell Freddie and Velez. Uribe should get 2-3 starts at short and 2 at third. Renteria shouldbe grateful to start 3-4 games a week...

. . .and to think the Twins almost outbid us for Freddy Sanchez. Of course they'd probably not be playing on Tuesday if they did. Did you know he MISSED 6 GAMES AFTER HE HURT HIS BACK GETTING OUR OF A CAB?

Chone Figgins is just waiting to become the 2010 version of Aaron Rowand.

Stupid Bochy needs to figure out if our young guys are good or not, then Sabean can go ahead with Aaron Rowand Lite.

Haven't we had enough of these signings? Let someone else overpay for these guys.

Figgins a speedy leadoff guy that can steal versus comparable to Rowand? Are you kidding me? Velez is not the type of pure leadoff hitter a winning team should have. He is too much of a free swinger and cannot work counts and walks the way Figgins can...in fact Figgins would be the ideal player for ATT Park..

No, the regression will come almost certainly from the rotation/bullpen. Lincecum is better this year than he was last; any more improvement and he'll have a sub-2.00 ERA. Not going to happen. Brian Wilson and Jeremy Affeldt both posted career seasons while Miller/Medders were unexpectedly good. That's your culprit.

Lincecum will be better in terms of wins...and as I argued saving his arm so he is stronger full year. Bullpen I think will be better because there should not be a forced and over used reliance on Affeldt and Romo will be the likely go to righty setup arm. Just the riddance of Howry and Miller will make them better with Joaquin and Martinez the likely replacements...

W-L don't measure value at all. Lincecum had a 7.8 WAR which is extremely good and not easily replicable.

I wouldn't assume repeat performances from bullpen arms: they are very volatile. Just look at the season stats of longtime bullpen arms like Affeldt and see how they change from year to year.

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