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Friday, June 09, 2006

Walking Bonds with the Bases Loaded

By Tangotiger, 07:32 AM

Barry Bonds was intentionally walked with the bases loaded, a 2-run lead, in the bottom of the ninth, and 2 outs on May 28, 1998.  Was it a good play or not?


Here’s the boxscore, courtesy of Retrosheet:
http://www.retrosheet.org/boxesetc/B05280SFN1998.htm

According to Leverage Index (LI), the most crucial situation is the bottom of 9th, down by 1, 2 outs, bases loaded.  When Showalter walked Bonds, he did so to present his pitcher with the worst possible situation.  The LI jumped from a 7.0 to a 10.9.  (Remember, the average LI is 1.0.) That is, he made the game state situation 56% more difficult for his pitcher, in return to face a player who produces much worse than Bonds.

Let’s say that Bonds is typically +.11 runs above average per PA against righties.  Brent Mayne, a lefty, was 30 years old, and at that point in his career, was a slightly below average hitter, which make him about an average hitter against righties. Let’s make Mayne +.00 runs per PA.

The pitcher was Gregg Olson, who from 1997-1999 had 134 K and 71 NIBB facing 764 batters.  Close enough to league average that we can use the standard win probability numbers.  (Even if he wasn’t, that both hitters are facing the same pitcher helps our analysis anyway.)

When you have an average situation, the LI is 1.0, and the runs per win (RPW) is 11.0.  If the LI is 2.0, the RPW is 5.5, etc.

Bonds’ +.11 runs per PA translates to .11/11 wins (.010 wins per PA) when the LI is 1.0. In this case, he was at 7.0, making his win impact at .010*7= +.07 wins. 

On page 41 of the book, we see that the win probability of the bases loaded, 2-run, bottom ninth situation is .182, if all participants involved were league average players.  However, we have Bonds at bat.  And in this situation, his impact is +.07 wins.  The Giants’ win probability is really .252 with Bonds at bat.

Now, Showalter walked him to face an essentially league average hitter.  The win probability table shows us that the chance of winning for the Giants is now .283.  So, by walking Bonds, the Giants’ chances of winning increased by about +.031.

Is that alot or a little?  Consider that a good hitter is around +20 to +25 runs per 600 PA.  This is about +.33 runs per PA, or +.03 wins per PA.  So, +.03 wins is definitely alot.

However, how much margin for error do we have here?  Let’s say that Showalter believed, for whatever reason, that Bonds was not +.11 runs per random PA, but was +.12.  And that Mayne was not +.00, but -.01 runs per random PA.  Giving the benefit of the doubt of .01 runs per PA is something that I can reasonably grant the manager.  There could be variables at play that could nudge things around.  How do the win probabilities change?

Bonds’ +.12 runs per PA becomes +.076 wins, which turns the .182 win probability for an average hitter to .258.

With Mayne’s -.01 runs per PA, that’s also -.01 wins per PA.  Remember, the leverage here was the highest possible 10.9, and we have 11 runs per win.  Essentially, a run is a win.  So, with the chance of winning at .283 with an average hitter, it becomes .273 with Mayne.  It still would have been better to have Bonds batting, and not Maybe, with the win gain down to +.015.

When does it become a breakeven point?  If we grant the manager a .02 runs per PA margin for error, Bonds is now +.13 runs per PA, or .265 chance of winning with Bonds.  Mayne’s -.02 runs per PA brings us to .263 win probability if we walk Bonds.

Is this reasonable?  Some might think so.  After all, how sure are we that Bonds was really +.11 and not +.13 in that situation (a wOBA of .436 compared to .453), or that Mayne was really league average and not -.02 (a wOBA of .340 compared to .323).  The stakes were huge, an LI of almost 11, meaning that the situation was magnified eleven-fold.  How would Maybe react to such a situation?  Olson?  We can’t know really.  We are talking about trying to extrapolate a player’s known performance into such an unlikely situation.  Surely a player’s emotions would come into play, to be brought into a situation that he has never faced before (intentionally walking a batter to force a run to face him).  Maybe Showalter thought Bonds was a bit better than we think, and that Mayne would be affected a little bit, or that Olson breathed a (more than nornal) heavy sigh of relief that he didn’t have to face Bonds.

The last line of my chart says “Go With Gut”, and I think that’s a reasonable assessment.  In the end, this was a dramatic moment in baseball history, a decision that baseball fans, whether siding for the Giants or Diamondbacks, could reasonably root for or against.  This is what baseball is all about.

#1    tangotiger      (see all posts) 2006/06/09 (Fri) @ 07:41

I should point out that we need to figure Bonds’ and Mayne’s win linear weights based on the impact of each event with the bases loaded, and 1 or 2 run deficit.  This may give us more margin for error to tip things towards Showalter’s decision.


#2    tangotiger      (see all posts) 2006/06/09 (Fri) @ 09:09

For example, if you construct the win-specific LWTS or wOBA, you will get this for the Bonds’ situations:
wOBA = .5 x BB + 1.0 x 1B + 1.5 x 2B + 1.8 x 3B + 1.8 x HR
all divided by PA

With the Mayne situation, it would look more like:
wOBA = .8 x BB + 1.1 x 1B + 1.2 x 2B + 1.2 x 3B + 1.2 x HR
all divided by PA

The random wOBA has coefficients of: .72, .90, 1.24, 1.56, 1.95, respectively.

As you can see, Bonds’ biggest weapon (walk) is reduced in significance with the 2-run bases loaded situation.

In fact, every situation needs to be evaluated in terms of Linear Weights (or wOBA) by the particular game state.


#3    MGL      (see all posts) 2006/06/10 (Sat) @ 21:54

This is an interesting topic that has been addressed in several forums before.  I have ran the scenario on my sim and while I don’t remember the exact outcome, it was a clear win for not walking Bonds.

The fact that Bonds’ lwts or wOBA (or OPS) is heavily laden with the non-IBB walk further bolsters the decision not to walk him, as Tango states.

I am not sure why we should give Showalter the benefit of the doubt.  In fact, I see no reason at all.

He (Showalter) has no idea what the win expectancies were with respect to either player hitting.  He simply was afraid that Bonds was going to “beat his team.” And of course, he had a 70% chance of looking like a genius.  All he knows is that Bonds was a great hitter, and Mayne was pretty bad.

Granted the decision was perhaps close enough that “something” unknown to us could have swung it in the other direction, but to speculate or worse yet presume that Showalter knew something that we didn’t, is silly, IMO.  We can make that “disclaimer” for just about every dumb decision a manager makes.

Managers make “mistakes” like this all the time.  While the costs of each mistake might be small (in this case, only .03 wins, although I think it is more if you run a sim), at the end of the season, I believe that they can add up to several wins.

I truly (and firmly) believe, and I would probably get lambasted in another forum for such an opinion, that if a manager did nothing but teach and motivate his players and left all strategic decisions and lineups up to a computer, his team would win 4-5 more games per season.


#4    tangotiger      (see all posts) 2006/06/11 (Sun) @ 03:37

I’m quite certain Showalter had no idea what the win expectancy was, and he did as you said, that he didn’t want Bonds there.  And the unknown could have actually swung in the opposite direction of what I’m giving Showalter credit for. 

I think in this particular situation, a situation that pretty much has never existed before (the highest LI possible with the best hitter of his generation at bat followed by an average hitter), I’d give in to the “close enough”.

***

I agree that a purely “model-driven” process would net a team 4 or 5 wins.  Perhaps it would gain 6 or 7 wins on the pure “numbers” of it, and maybe lose a couple of games for lack of “human” understanding.


#5    MGL      (see all posts) 2006/06/11 (Sun) @ 19:43

I agree that a purely “model-driven” process would net a team 4 or 5 wins.  Perhaps it would gain 6 or 7 wins on the pure “numbers” of it, and maybe lose a couple of games for lack of “human” understanding.

I like that!  Of course, a good model can utilize “human understanding” as well.  Or at least the practical use of the models can include some discretion by the manager, such as when your “IBB Bonds” chart says “go with gut,” although, as you say, there is no particular reason to assume that a manager’s gut adds any positive win expectancy to a pure “numbers” model.


#6    tangotiger      (see all posts) 2006/06/12 (Mon) @ 10:50

I think what many people always forget is that the optimizer is a two-step process.  One step is to estimate the data inputs.  Garbage-in-garbage-out won’t help any optimizer, no matter how well constructed.  So, I would ask what the manager thinks is the player expectation in this particular situation.  The other part is the model.  The model can’t be as simple as just assuming everything is independent of everything else, or it can try to get into “human understanding”, like how the hole opens up between 1B and 2B, which a lefty can take advantage of.  Or that a particular hitter is a fastball hitter, and the pitcher is a fastball-only pitcher.

Once all the data points are known or estimated based on real data or a manager’s experience, it then becomes a simulation exercise.

If people don’t like the answer, then this must mean that they didn’t like the data that went in, or that the model itself wasn’t programmed to be complex enough.  The computer is only as smart as the guys who work on it.


#7    Mark Pankin      (see all posts) 2006/06/14 (Wed) @ 13:22

I analyzed this question for many more situations using my Markov model and presented my findings at the annual SABR meeting three years ago. The presentation is on my web site:
http://www.pankin.com/sabr33.pdf
(or it can be reached from http://www.pankin.com, Fun Stuff, Baseball, When Should Bonds be Walked Intentionally if the above does not work)

Depending on the score, inning, and the following hitters, walking Bonds with the bases loaded can increase the chance of winning the game. I did not analyze the 1998 game, but my recollection was that he was followed by a weak hitter then, so walking him may well have been the “percentage” play.


#8    tangotiger      (see all posts) 2006/06/16 (Fri) @ 12:16

As mentioned, it was Mayne, an essentially average hitter.

I also recommend to readers to check out Mark’s site:
http://www.pankin.com/baseball.htm

Especially interesting is the discussion on Markov:
http://www.pankin.com/markov/

Tom


#9    obsessivegiantscompulsive      (see all posts) 2006/06/22 (Thu) @ 10:15

I recall Tangotiger visiting this topic in the past and it was nice to see an update on this topic incorporating your latest research findings.  Thanks also for the link to Mark Pankin’s Markov webpage, I was just thinking I need to learn more about that and here it is, serendipitously.

I was wondering if it would be too much for you to revisit another old research you did previously on whether Felipe Alou hates the walk or not and “forces” his players to avoid the walk.  I recall your research showing that it was more that Felipe was supplied players with lousy OBP than him eschewing the walk - it came out about the time he was hired by the Giants.  Would it be possible to update that given his experiences as a Giants manager?  Some Giants fans seem to think Alou is “still” that type of manager and I was wondering what the facts, if any, show.  Thanks either way, nice content on your new blog.


#10    tangotiger      (see all posts) 2006/06/22 (Thu) @ 10:52

This is the Alou article that OGC is referring to:
http://www.tangotiger.net/alou.html

Seeing that I am highly fond of Alou (after Tim Raines, my favorite baseball personality), perhaps I should give it better treatment.  I’ll put this in my to-do-eventually pile.  Thanks…


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