Monday, April 21, 2014

NBA 2013-2014: First Round Playoff Matchups - Analysis Leveraging Performance & Power Ratings

Here is our continuation to yesterday's article that discussed final power & performance ratings by team.  In this 2nd part we are going to break down each of the first round series using our metrics & data to try and give you that critical edge when you commence your handicapping process.



First let’s dissect the Western Conference:


ACTUAL
REGRESS
VARIANCE
WEST
Wins
Wins
Wins
San Antonio
62.0
56.8
5.2
Oklahoma City
59.0
54.3
4.7
L.A. Clippers
57.0
59.4
(2.4)
Houston
54.0
48.4
5.6
Portland
54.0
43.5
10.5
Golden State
51.0
55.0
(4.0)
Memphis
50.0
48.2
1.8
Dallas
49.0
51.4
(2.4)

First Round matchups

#1 San Antonio vs. #8 Dallas: according to this matrix (and many of the other metrics & statistics throughout this analysis also support this thought) Dallas and San Antonio only had a 5.4 game difference in projected record (Spurs were 2nd in NBA while Dallas was 6th in projected record) – significantly less than the actual 13 games difference their records indicate.  With the Spurs, similar to the Heat, we do have to mentally/qualitatively adjust their statistical performance based on the fact they often rest players during the season, and typically start each year off slower than others teams since they are an aging team and winning another championship is of the utmost importance to their franchise.  Despite this smaller than expected variance the Spurs are a MUCH better team defensively, especially EFG% as they check in at #2 in the NBA while the Mavericks are just #24.  Unless Dallas significantly ups their defensive performance – which would lead to exposing some of the weaknesses of the Spurs like offensive rebounding – San Antonio should not have much of a problem disposing of Dallas – but the opening lines on these games might be a touch high even though the Spurs are much like the Patriots in the NFL – seems a good idea to either play on them or pass; fading them is very tough.

#2 Oklahoma City vs. #7 Memphis: the Grizzlies have been one of the hottest teams in the NBA since the calendar turned to 2014, and did beat the Thunder in last year’s Western Conference semifinal round – but do they have a decent shot at pulling of the upset in back to back years?  Remember Russell Westbrook was injured in the first round of the 2013 playoffs and did not play in these teams meeting last May.  Both teams overachieved record wise compared to what their regression based record suggested – especially the Thunder checking in at +4.7 despite Westbrook missing extended action this winter.  Both of these teams are strong defensively checking in at 5th & 8th respectively – but there is a big discrepancy between offensive EFG% with OKC having the edge as the 6th best in the league vs. Memphis rating 18th.  Since Memphis is one of the worst teams in the league at getting to the FT line, and because the Thunder have revenge on their minds in this series, I do not see many ways the Grizzlies take this series deep despite their recent hot run – and despite what some media analysts believe.  They just are not efficient enough offensively, and OKC’s defense is underrated.

#3 LA Clippers vs. #6 Golden State: this heated rivalry features a pair of underachieving teams as our model projected 59.4 wins for the Clippers (57 actual) & 55.0 wins for the Warriors (51 actual) which would have checked them in at 1st and 4th in the entire NBA respectively.  Many certainly do not realize how solid the Warriors play defense as they are ranked 3rd in the NBA in EFG% defensively, while the Clippers are also a solid 5th.  Both offenses also have top 8 EFG%’s, however, their defense in that metric is better than their offense – suggesting unders may be solid plays here especially with the higher totals posted & the public generally backing the over between these two teams.  The biggest edge between these teams and the possible deciding factor may be the frequency each team reaches the FT line: LAC are 2nd in the league while GS is a miserable 28th – which puts more pressure on the Warriors shooting, which often isn’t a good thing especially how perimeter based they are.  In Game One LA shot 10 more FT’s (and almost hit that well known mark of making more FT’s than your opponent attempts 23 to 25 yesterday) but still took the loss.  It’s likely the lines on these games are too inflated on the Clippers side – look for a closely contested series between two of the better teams in the NBA.

#4 Houston vs. #5 Portland: this is a meeting between the two most overachieving clubs in the Western Conference as the 4th seeded Rockets won 5.6 more games than my model suggests & the 5th seeded Blazers won an incredible 10.5 more games than their statistical performance suggested!  Truly amazing how many “extra” games these teams managed to win despite numerous injuries during the season to key players like Dwight Howard & Lamarcus Aldridge.  These teams are very identical in many of the statistical areas I track and use for my ratings, but like many of the matchups discussed above one team has the significant edge offensively – and that is Houston.  Not only is Houston 3rd in offensive EFG% they also get to the line the most of any team in the league – which gives them flexibility in scoring points if they are having an off night from the field.  Their only weakness is turnovers where they rate worst in the NBA – but unfortunately for Portland they rate worst in the NBA defensively in forcing turnovers – so this seems to be a bad matchup for the Blazers.  Considering how poor Portland plays in the playoffs annually, how they should have been closer to a .500 team vs. winning 50+, and how the statistics matchup between these two squads, I see a significant edge for the Rockets here – and barring injuries do not see many scenarios where they would lose this series.

Now let’s take a look at the Eastern Conference:


ACTUAL
REGRESS
VARIANCE
EAST
Wins
Wins
Wins
Indiana
56.0
47.1
8.9
Miami
54.0
56.4
(2.4)
Toronto
48.0
49.6
(1.6)
Chicago
48.0
42.3
5.7
Washington
44.0
48.7
(4.7)
Brooklyn
44.0
40.4
3.6
Charlotte
43.0
42.4
0.6
Atlanta
38.0
36.2
1.8

First Round Matchups

#1 Indiana vs. #8 Atlanta: right off the bat the number that sticks out in the entire Eastern Conference is the Pacers winning 8.9 more games than my model suggests their statistics say they earned – big red flag there, as if they needed another big red flag against them with how poor they have played down the stretch.  According to the regression model the Pacers were the 4th best team in the East, and their play over their last 30 games or so certainly supports that thesis.  The only positive for the Pacers is they are facing a Hawks team that posted a terrible 38-44 regular season mark, which should have been 36-46 according to my model – one of the worst team’s record wise to ever reach the playoffs.  This matchup will likely come down to can the Hawks score consistently enough against the #1 EFG% defense in the NBA?  The Pacers are solid across the board defensively – which may be enough to get them past the Hawks, but any further there will be significant resistance.  Expect a lot of low scoring games between these squads in a series that is likely to go deeper and be more competitive than any Pacers fan thought was possible earlier this season.

#2 Miami vs. #7 Charlotte: Miami was just 2.4 wins short of their expected total, while the Bobcats were right on their number – keep in mind like the Spurs above the Heat routinely sat players during the season to give them rest as their aging stars look to win their third straight championship.  Charlotte is one of the worst shooting teams in the NBA amongst playoff teams, while Miami is the best – having such extremes in such a critical statistic doesn’t bode well the for the Bobcats.  And that is really the determining factor in this series – not only do the Heat own the Bobcats since Lebron James came to South Beach, but they also have all the playoff experience and can score much easier than the Bobcats can.  I have been riding the Charlotte train a lot this season, and would have given them a shot against any other team in the Eastern Conference besides Miami.  The Heat, again like the Spurs, know how valuable time off can be, so look for them to make short work of Charlotte – 5 games max.

#3 Toronto vs. #6 Brooklyn: in actuality there is only a 4 win difference between these two squads, but my regression model suggests their records were closer to 10 games difference according to their performance in my statistical package.  Like many of the other aging, veteran teams discussed above, the Nets certainly lost a TON of starter games due to injury or rest – which should be accounted for – as should their dearth of playoff experience, especially when compared to the Raptors.  That certainly slims the record margin down a lot – but statistically speaking the Raptors played better this season, and were another team we cashed with early & often this NBA year.  Almost the entire variance between these two teams projected wins was driven by their rebounding numbers – with the Raptors enjoying a clear edge, especially since the Nets lost Lopez for the season due to injury.  Despite that statistical edge for the Raptors they will have to up their game more than that if they hope to beat this veteran squad looking to make a deep run in the playoffs.  Unless Toronto absolutely dominates the glass, especially on the offensive end – which they didn’t accomplish in Game One leading to a loss – Brooklyn is definitely the favorite here.

#4 Chicago vs. #5 Washington: this matchup features teams that are almost a mirror image of each other according to the projected wins model – Chicago won 5.7 more games than projected (48 vs. 42.3) while Washington won 4.7 fewer games than projected (44 vs. 48.7) – so what does that mean?  Well I think most have recognized the Bulls have certainly overachieved this season – to my eye they struggled right after losing Rose for the 2nd straight season because of the sheer shock of another injury to their star player – but once they got over that, and adjusted their playing style, they excelled.  Washington on the other hand surprisingly won 44 games this season, and probably to the surprise of many people should have won closer to 49 according to my model – which was actually a higher projection than Indiana.  Many of the stats I track in my model are very close between these teams as their net EFG% is almost 0.00 for both teams (although Washington shoots a higher % they also allow a higher %), but the biggest difference is turnovers.  Washington, with John Wall has a big edge at the PG spot and taking care of the basketball compared to the Derrick Rose-less Bulls.  This series will likely go deep and come down to can Chicago take care of the basketball AND get to the FT line enough to support their weakness from the field.

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