Friday, February 16, 2007

Manny being Manny? How about being used correctly?

I am not here to write cheesy jokes about Manny Ramirez on defense. That ship has sailed. In fact, that ship may have gone Magellan on us and circumnavigated the globe by now. Instead, I would prefer to consider some possible solutions to the Boston conundrum of having two elite hitters who happen to fit best in the DH slot of the lineup. Is Manny bad enough that the team would be better off playing David Ortiz in the field? There is no quick answer to that question, but by looking at the chain of events involved, we may be able to come to a conclusion.

First of all, I will investigate the prevailing arguments that have kept Manny in the field for years, butchering more balls than a connoisseur of rocky mountain oysters. Even though Chris Dial’s advanced, Zone Rating-based defensive metrics say that Manny costs his team over 30 runs a year in the field, even Dial offers the caveat that Fenway Park confounds any fielding data for leftfielders. Others say that Fenway is the perfect place to hide Manny, since his wandering routes have less ground to cover in front of the Monster than in a normal stadium. These advocates do not necessarily defend Manny’s defense, but say that the park itself marginalizes his glove’s impact to an acceptable degree. Still others believe that Manny has some redeeming value- either from a deceptively strong arm, slowly improving defensive instincts, or results that belie his aesthetically taxing style.

Considering any and all of these arguments, I think it is conceivable that Dial’s numbers unfairly condemn Manny, specifically his -32 runs against average in only 123 games in 2006. Perhaps Dial does not adequately account for the defensive value added by Manny’s arm, which is worth about four runs over the course of the year, according to recent research by John Walsh of America’s Most Wanted (actually The Hardball Times, but that’s less exciting). Maybe Fenway makes him look another five or ten runs worse, although other leftfielders have not had the same tragic results in that context. Wily Mo Pena got some playing time in left last year, and he looks close to average by David Pinto’s Probabilistic Model of Range- he has some strange splits moving to his extreme left or right on line drives, but without nearly the deviation on fly balls that we see in Manny’s graph.

I’m willing to go down to 20 runs a year that Manny takes off of the board. If his 150 game averages say that he costs the team 42 runs, then I think conceding that half of his failures are tied up in unexplained variance is more than generous enough. Still, I want to appease Manny’s apologists to make a point, so I’ll round down for the sake of making an argument. Thus, Manny costs the team 20 runs against average in left every year, meaning that the fact that David Ortiz does not play in the field effectually costs the team those two wins worth of run differential. If Ortiz could handle the field, even marginally, one could pretty easily justify the switch with Manny.

These moves would not occur in a vacuum, of course. Specifically, Manny moving to DH would flip Wily Mo Pena into the starting lineup, probably with J.D. Drew staying in center and Coco Crisp in right. Crisp and Pena could conceivably switch to optimize their defensive value- a sort of flexibility the team does not currently possess, but I will evaluate only their ability as if Pena directly replaces Ramirez. With Ortiz in the lineup, the Sox would be able to trade either Kevin Youkilis or Mike Lowell. Since Youkilis has more good years ahead of him, less contract leverage, and did not recently have a season that made him look completely dead in the water, I suspect that one of the numerous Lowell rumors would most likely come to fruition.

As a result, there would be four differences to consider: Pena versus Ramirez defensively, Youkilis versus Lowell defensively (at third), Ortiz versus Youkilis defensively (at first), and Pena versus Lowell offensively.

The first tradeoff is the one that ought to be a no-brainer. Scouts do not like Pena as is, but agree that he has the athletic tools to grow into a better defender. As I mentioned earlier, Pinto’s model shows some good things and some bad for Pena, basically reflecting the notion that he has strong athletic ability and needs to learn to take better routes to the ball. Comparatively, Ramirez holds a lifetime .755 Zone Rating- the stat on which Dial’s numbers rely- compared to .763 for Pena in only 27 starts in left. Out of left, Pena has much better ratings, .866 in center, .825 in right. I initially assumed that Fenway was responsible for the deficit, but I notice that he actually has a better ZR in Fenway’s left field than he did in left while playing in Cincinnati. Pena will probably grow into leftfield, he may never be exceptional, though he will probably save the team at least 15 runs against what they get out of Ramirez.

The sacrifice for this gain comes at the infield corners, where both Ortiz and Youkilis figure to be worse than what the team played at those positions last season. Much debate surrounds Ortiz’s ability to play in the field, though he need not be any great shakes to do better than Ramirez. Consider for a moment that the worst fielding firstbasemen in the AL last year- Paul Konerko and Jason Giambi- cost a grand total of 8 runs apiece over the course of the season. Certainly, Ortiz could be as bad as either one, but if Richie Sexson can handle the field without destroying his team, then I think Ortiz could do so as well. The .791 career ZR for Ortiz has remained quite stable from season to season in his limited playing time, and it is not quite as solid as the .826 posted by Youkilis last season. On the other hand, .791 mirrors the ZR for Sexson almost exactly over the last two years, and considering that Dial pegged Youkilis as a nearly neutral fielder last year, Ortiz would probably cost the team something around 5 runs over the course of a year, maybe 7 or 8 if things got really bad. That statistic does not speak to Ortiz being a good fielder; it speaks to the fact that firstbasemen do not do nearly the damage that certain leftfielders do. Sure, Ortiz would run a higher injury risk, but he could still DH from time to time to get rest, and Manny would benefit from the extra rest- a relevant concern considering his recent injury history and advancing age.

At third, Youkilis has a limited track record that is almost identical to Lowell’s career line. Lowell spiked last year, posting a very strong .811 ZR and adding 14 defensive runs according to Dial. Certainly, Lowell had a phenomenal year at third, but this case asks for future projection rather than past performance, and nothing in Lowell’s performance record hints at the notion that he could repeat his performance from 2006. His previous career best ZR was .786, and his career average is .769. Youkilis, at .776 for his career, looks like a pretty fair bet to approximate Lowell’s 2007 defensive value. Again, for the sake of concession, I will say that Lowell has a 5 run advantage. The ledger so far: Red Sox gain 2 runs by extremely conservative projections, up to 10 by more liberal ones.

And that does not include the offensive projection, nor the opportunity cost involved with dealing Lowell. The PECOTA forecasts from Baseball Prospectus remove most of the guesswork from projecting player performance, and putting Pena in Lowell’s lineup spot looks pretty good. Pena’s 12.7 VORP narrowly ekes out Lowell’s 10.0, though his playing time projection (about 100 fewer PAs) indicates room for four or five more runs. Factor in Lowell’s 26% collapse rate and Pena’s 57% improvement rate, and the decision becomes a very simple one.

Finally, the seven or eight runs that the Sox would get in return for playing Ortiz in the field instead of Ramirez may be enough to make the switch, but considering the swag that Lowell could fetch sweetens the pot even more. With players like Javier Lopez and Julian Tavarez fighting for the last few spots in the bullpen, any above-average reliever could very easily add another ten runs to the equation in the Red Sox favor, since Lowell would not longer be an essential piece of the puzzle. Altogether, the most conservative estimate would put the Sox at a net gain of at least one win, while a reasonable person could conclude that they could gain two or more wins. With the price teams in the AL East are paying for marginal wins these days, gaining two wins by reshuffling the current roster would be quite the bargain.

Saturday, February 10, 2007

I Left My Heart with Francisco Liriano

The Minnesota Twins Season Preview

What made the difference between the playoffs and also-ran status for the Minnesota Twins in 2006? The short answer is “Francisco Liriano.” Sure, one could attribute some credit to the piranha offense, to Joe Mauer’s continuing breakout, an all-world bullpen that got better as the year went on, or the MVP (ha!) performance of Justin Morneau. Nonetheless, nobody surprised or provided more value than Liriano, who literally pulled the team out of the second division, even without finishing the season in good health. More than 40 runs of VORP in limited innings is more than just a good second starter, it’s the type of kid-gloves season that the Mets dreamed of when the signed Pedro to a four year deal.

Yes, Liriano was brilliant. But that sort of hero-worship may paint an unnecessarily bleak picture of the 2007 season, when other young pitchers will have to stand in for Liriano and approximate his immense value, albeit with more durability. On the other hand, not just anyone can stand in for Johan Jr., and the rotation has an awful lot of value to replace with Radke and Liriano following different paths toward arm recovery. All in all, I find it hard to believe that 96 wins is in the team’s sites once again, unless somebody comes out of the blue to pull off another borderline-MVP act, ask Liriano did last year.

Generally, the line on the Twins going into 2007 is that the offense will have to step up and start outscoring the opposition a little bit more. On both sides of the runs scored/runs prevented ledger, the Twins have evolved into much more of a stars-and-scrubs lineup than the balanced one that carried them to three division titles from 2002-2004. In fact, starting with their first winning season in a decade in 2001, the Twins had different team leaders in OPS+ and ERA+ in each of the four seasons from 2001-2004. Since then, it has been the Joe Mauer and Johan Santana show in their respective categories with no intervention. Even perceptually, many regarded Torii Hunter as the team’s biggest star in the early part of the decade, and while he has not declined much, he is now probably less valuable than Mauer, Morneau, Santana, Nathan, and arguably Cuddyer. On the other hand, there are far less players within shouting distance of Hunter’s value than there were in 2002 or 2003, when Koskie, Mientkiewicz, Pierzynski, Guzman, Jones, Guardado, Radke, Mays, Reed, Ford, and Stewart took turns being well above average. Now, the Twins hardly have an above-average player at any position, except for Luis Castillo; nearly everyone else is either a superstar or filler.

Practically, this roster construction means that Mauer, Morneau, Hunter, and Cuddyer have to produce enough runs to compensate for a suddenly pedestrian pitching staff. Luckily, all four of them project to very strong performance through the PECOTA system, which has a very strong track record for offensive projection. Below is a table of positional player value from last year and their accompanying projected value for this year. Rather than comparing a player to himself or his direct replacement, I have roughly aggregated positional data to view, for instance, how many runs they stand to gain by playing Jason Bartlett for a full season at short rather than giving him 400 plate appearances, and letting Juan Castro suck away the rest. The playing time distribution is imperfect, since Rondell White did not get all of his plate appearances at DH last year, and will not have all of them in left field this year, but I think it gives a fair representation of playing time and potential value.

Defensively, I took Chris Dial’s defensive numbers from last year, which put them team 17 runs above average last year, then compared it to the change in Baseball Prospectus’s Davenport Translation from last year to this year, which tend to regress heavily to the mean, moderately projecting improvement or decline instead of big changes. As a result, the only major change comes from Cuddyer’s improvement in his second full season in left field- about three runs over the course of the season-, although the possibility exists that Hunter’s cascading injuries could further erode his defensive value.

At the plate, Mauer projects to remain one of the elite talents in all of the game; only injury should prevent him from becoming a perennial all-star at this point, and nearly every projection system agrees. Castillo, Punto, and the conglomeration of left fielders projects to a similar value from last year to this one, and modest changes at shortstop- full time for Bartlett- and CF- decline from Hunter- offset one another to a large degree. The potential for decline rests with the players who overachieved last year. Justin Morneau broke out dramatically, though PECOTA cannot overlook his difficulties the last two seasons. The positives arise from an odd source- not necessarily improvement, but from building value while regressing to the mean. That is to say that it would be exceedingly difficult for White or Ford to be nearly as bad as they were last year. Just reaching replacement level could be a 2-3 win improvement for the team, and PECOTA puts them very near that threshold. The only quibbles I have with the system are the playing time projections for Punto, Bartlett, and Kubel. Between the three of them, I believe that at least two will make it through an entire season as a starter, bringing the overall change in value up into the black rather than a net loss in runs above replacement level. The remaining plate appearance deficit will probably be filled by recycling undistinguished subs- the Tyners and Heinzes of the world- who will add little to no value over replacement level.

The run prevention side of the ledger poses an entirely different conundrum. Retaining Liriano’s services, even at a more reasonable level than his unbelievable 2.10 ERA from last year, would make it much easier to fill out the rotation. As it stands, the Twins have to make up 50 runs above replacement within the rotation, and the reinforcements they are asking to do it- Ramon Ortiz and Sidney Ponson- exemplify replacement level. Additionally, PECOTA sees last season’s bullpen success as non-replicable, especially for players like Nathan and Reyes who obliterated reasonable expectations. Nathan could conceivably replicate his value from last season, since he’s one of those truly elite relief pitchers who don’t fall victim to random performance fluctuations so frequently. Reyes is precisely the type of pitcher for whom projection metrics overcompensate; Nathan’s projection must show some attrition so that the system can also dismiss Reyes without being able to draw a quantitative boundary between the two. My point here is that I am not entirely confident that PECOTA recognizes that Nathan, Rincon, and Crain really are as good as they were last year. Perhaps they will not exactly repeat their value, but I think that the bullpen as a whole will come close to its value from last year rather than experiencing the several-win decline predicted here.

The rotation is a horse of a different color. First, a methodological note: I lumped Scott Baker’s innings into the bullpen, even though some of those innings will come from starts. Just like Garza, Bonser, Silva, Lohse, Liriano, and Perkins all saw part-time starting action last year, many of these pitchers will have multiple roles through the season. Whether those innings and prevented runs come as a starter or a reliever, it’s on the ledger, and counts toward victories or losses.

The real problem comes from replacing Liriano. Santana is still the best pitcher in the game, Bonser should reasonably stand in for Radke, Silva will be no worse than he was last year, and the gaggle of young pitchers (Garza, Perkins, Baker, Durbin, Slowey) will likely be better than they were last year at the end of the rotation. The problem is that Liriano got hurt and Ramon Ortiz has to pitch in his stead. Ortiz is not the worst pitcher in the majors- he’s certainly no Jose Lima. But replacing a legitimate phenom is not an easy task, and Ortiz could easily be a full five wins worse than he was last year, making a rotation that would otherwise approximate its 2006 performance look like a far worse unit.

With the offense and defense looking comparable, or even a bit better, and the bullpen getting somewhere close to its great season from last year, the onus is on the rotation to find a way to keep the team at the top of the division. PECOTA sees a grand total of 78 runs lost over replacement level, but due to the considerations I have listed above, I think that number will end up looking more like 50 runs below, almost the exact deficit created by replacing Liriano with what was found on the top of the scrap heap. And even though the Twins won 96 games last year, their run differential predicted a 93 win season, which is more indicative of future performance. Losing 50 runs from one year to the next usually amounts to about five fewer wins, putting the Twins at about 88 wins going into the season, which may not be enough to stay in the race with three other very strong teams in the division.

It is fair to note that the Twins have outperformed their run differential in four of Ron Gardenhire’s five seasons at the helm for a total of 20 additional wins (four per season). A consistently dominant bullpen contributes to that seeming statistical anomaly, and that does not figure to change drastically this season. Thus, predicted 89-91 wins seems very reasonable. A catastrophic scenario in which Mauer, Morneau, or Santana goes down for an extended period of time could easily shave four or five wins off of that projection, though, so the Twins have to strike while the iron is hot. Coming out of the gate well enough so as not to require a Promethean effort from a new edition of Liriano must be the case, because nobody on this roster will repeat that season.

Position

2006 Starter

PA

VORP

Dial DEF

2007 Starter

PA

PECOTA VORP

DEF (+/-)

(+/-)

C

Mauer

608

66.9

4

Mauer

623

53.4

4

-13.5

1B

Morneau

661

52

4

Morneau

612

28.5

3

-24.5

2B

Castillo

652

21.2

-2

Castillo

586

19.5

0

0.3

3B

Batista/Punto

719

5.1

8

Punto

480

7.1

8

2

SS

Castro/Bartlett

536

8.7

10

Bartlett

471

16.2

10

7.5

LF

Stewart/Kubel/Tyner

657

-4.2

NA

White

275

-0.6

NA

3.6

CF

Hunter

611

32.6

0

Hunter

538

20.9

0

-11.7

RF

Cuddyer

635

36.3

-7

Cuddyer

584

13.3

-4

-20

DH

White

355

-13.1

0

Kubel

405

11

0

24.1

C2

Redmond

191

9.4

NA

Redmond

184

3.3

NA

-6.1

OF4

Ford

255

-11.1

NA

Ford

303

0.9

NA

12

UTIL

Rodriguez

132

-3.3

NA

Cirillo

193

1

NA

4.3

UTIL

Nevin/Tiffee

103

-2.9

NA

Casilla

200

8

NA

10.9

TOTAL

NA

6115

197.6

17

NA

5454

182.5

21

-11.1

Pos

2006 Starter

IP

VORP

2007 Start

IP

VORP

(+/-)

IP Diff

SP1

Santana

233.7

79.6

Santana

218.3

64.5

-15.1

SP2

Radke

162.3

23.3

Bonser

155

15.6

-7.7

SP3

Liriano/Garza

171

51.8

Silva

156

9

-42.8

SP4

Silva

180.3

-7.6

Ortiz

110.7

3.6

11.2

SP5

Bonser/Baker

183.6

10.7

Garza

150.3

15.6

4.9

Swing

Lohse

63.7

-6.7

Perkins

116

5.6

12.3

994.6

151.1

906.3

113.9

-37.2

-88.3

Pos

2006 Starter

IP

VORP

2007 Starter

IP

VORP

(+/-)

CP

Nathan

68.3

34.5

Nathan

62.3

24.3

-10.2

SU

Rincon

74.3

20.6

Rincon

61.3

14.8

-5.8

SU

Crain

76.7

21.1

Crain

66.3

17.1

-4

MR

Reyes

50.7

26.5

Reyes

64

13.5

-13

MR

Neshek

37

16.2

Neshek

76.7

19.9

3.7

LR

Guerrier

69.7

18.3

Guerrier

63

9.9

-8.4

LR

Eyre

59.3

4.2

Baker

140

12.3

8.1

436

141.4

533.6

111.8

-29.6

97.6