3.19.2009

Cherry-Picker-in-Chief

FiveThirtyEight Exclusive: Obama NCAA Bracket Suggests Bias Toward Schools from Swing States



Is President Obama playing favorites with his NCAA bracket? Neither Columbia University nor the University of Chicago have an entry in the Big Dance (the Maroons, alas, aren't even in D-1). Nor does the University of Hawaii or Oregon State University, where Michelle Obama's brother, Craig Robinson, is the coach. The University of Illinois did make the bracket as a #5 seed; Obama has them winning their first round game against Western Kentucky, but then succumbing to the #4-seeded Gonzaga.

There is more than one way, however, for the President to play favorites. Was Obama more inclined to select teams from swing states that were closer in last November's election? A bit of reverse engineering of his bracket suggests that the answer is a qualified yes.

There are 63 games in the men's tournament. In one case, two teams from the same state (Louisville and Morehead State, both from Kentucky) are set to square off. In the other 62 games, Obama has the team from the state which was closer in the November election advancing 35 times (56% of the total).

This in and of itself is not that definitive. Such an outcome could easily have emerged through chance alone. Nor have we accounted for the respective seeds of the teams (the President was highly disinclined to pick underdogs). So a somewhat more rigorous analysis is required.

To do so, I set up a simple logistic regression model containing two independent and one dependent variable. The dependent variable is an indication of whether Obama picked the favorite or the underdog; the variable took on the value of 1 if Obama selected the favorite (that is, the team with the lower seed) and 0 if he took the underdog (the team with the higher seed). In cases where both teams had the same seed (this only occurs once the teams reach the Final 4), the favorite is designated as the team with the higher Associated Press ranking.

The first dependent variable, seeddiff, is the seeding difference between the two clubs. For example, in a game featuring a 7-seed and a 10-seed, seeddiff is 3.

The other dependent variable, swingdiff, is an indication of the relative closeness of the two states in the November election. The swingdiff variable is calculated as follows...

swingdiff = SQRT(margin_underdog) - SQRT(margin_favorite)

...where margin_favorite is the number of points separating Barack Obama and John McCain in the state represented by the favored team, and margin_underdog is the same number for the state represented by the underdog. These values are taken to their square roots because there are diminshing returns once a state becomes non-competitive beyond a certain point; a state which one candidate wins by 20 points isn't really much swingier than one that he won by 30.

For example, take the 1st round game between #6-seeded UCLA and #11-seeded Virginia Commonwealth University. The margin in Virginia on November 4 was 6.3 points, whereas the margin in California was 24.0 points. swingdiff would thus be calculated as follows:

swingdiff = SQRT(6.3) - SQRT(24.0)
swingdiff = 2.51 - 4.90
swingdiff = -2.39


In this case, the value of swingdiff is negative; this indicates that the underdog came from the swingier state. And indeed, Obama picked VCU over UCLA.

When we plug swingdiff and seeddiff into the regression model, we get the following result:



The value for seeddiff is significant and positive, indicating (unsurprisingly) that Obama was more inclined to pick the team with the superior seed, and that this inclination increased with the seeding difference. However, the value for swingdiff is also positive, and significant at the 90 percent probability threshold (although not quite at the 95 percent threshold). It appears probable, therefore, that Obama did in fact have some tendency to prefer teams from swing states in filling out his bracket.

Suppose, for example, that Obama is selecting between a #1-seeded team that comes from a state that he won by 5 points, and a #2-seeded team that comes from a state he won by 20 points. The model predicts that Obama would pick the #1 seed, which happens to be the team from a swing state, about 85 percent of the time.

However, suppose that seedings are reversed: the #2 seed comes from the swing state, whereas the #1 seed does not. In this case, the model predicts that Obama would select the favored #1 seed just 48 pecent of the time, and the swingier #2 seed the rest.

This is actually fairly easy to see if we look at the cases where Obama did, in fact, pick an upset.

1st Round:
Maryland (10) over California (7). Both states are deeply blue, so nothing to work with here.
Tennessee (9) over Oklahoma (8). Likewise, nothing much revealed by this choice between two red state teams, although Tennessee is moderately more swingy than Oklahoma.
Virginia Commonwealth (11) over UCLA (6). Virginia is a swing state, California isn't.
Butler (9) over Louisiana State (8). Butler, based in Indianapolis, is in a swing state whereas LSU isn't.
Temple (11) over Arizona State (6). Although Arizona could plausibly be a swing state with John McCain off the ballot, it's unlikely to have the same import as Pennsylvania, where Temple is located.

2nd Round:
Purdue (5) over Washington (4). Purdue University is located in West Lafayette, Indiana, a swing region in a swing state; Washington isn't really a swing state any longer.
Florida State (5) over Xavier (4). Hard to assign points here; Florida and Ohio (Xavier is located in Cincinnati) are each located in preeminent swing states.

3rd Round:
Syracuse (3) over Oklahoma (2). Deep red state against deep blue state. No net effect, although there are undoubtedly a large number of Syracuse fans in NY-20, which is holding a special election to replace Kirsten Gillibrand later this month.

4th Round:
Memphis (2) over Connecticut (1). Neither Tennessee nor Connecticut is particularly swingy. It's also not clear that this is much of an upset (Memphis is probably the better team).

5th Round:
No upsets.

6th Round (Championship):
North Carolina (1) over Louisville (1). This qualifies as a very mild upset according to AP rankings. North Carolina (where Obama is also friendly with Dean Smith) is a swing state, Kentucky is not.
Although Obama did not pick very many upsets, just about every time he did it tended to favor the team from the swingier state. With that said, there are a couple of upsets that Obama could have reasonably picked but didn't, such as #3-seeded Missouri over #2-seeded Memphis or #2-seeded Michigan State over top seed Louisville.

But yes: the President does appear to have been mixing his hoops with his politics. Will the nation ever recover?

77 comments

michael said...

O.K.

It's a joke, right? Tell me the post is a joke, Nate, a brilliant send-up of the archetypal number-crunching conspiracist, and that you have not completely lost your mind today...Sometimes a cigar is just a cigar and sometimes a basketball fanatic is just a basketball fanatic...sheesh, Louise

Bill said...

Haha, I just posted almost an identical article on my own blog. You, of course, did a much better job with the statistics behind it.

Jeff S said...

Nate,

Were you really THAT bored today?

WV: Press - this article was just begging to not be put to press.

Corey Bunje Bower said...

C'mon Nate. This basically boils down to picking VCU and Temple -- and I'm not going to draw a conclusion based on those two games.

And how about controlling for the betting line in the game instead of the seed. I wouldn't be surprised if Purdue, FSU, Syracuse, and Memphis are favorites if those match-ups happen.

Just John said...

I knew this post was coming once I heard a presidential bracket was in the offing. Thank you immensely Nate. We need serious fluff once in a while.

One criticism: Pennslyvania is *historically* a swing state, but in 2012, AZ will be swingier than PA. Bet on it. (You probably already have.)

Brad said...

Hilarious! Wonderful! The other thing this proves is Obama can read AND write (we saw him personally scribble). This already makes me more comfortable than Bush...


That said, I would love to see it for the first round games with the lines.

AC said...

To me the interesting thing, if you have to find one here, is that he picked almost no upsets, which feels strange from a guy whose own career is a bit of a Cinderella story.

Tyler said...

Agh! Nate! How can you post this and not give us your own bracket?

Priscilla said...

Or maybe he's just a big basketball fan having fun with his picks and these are actually the teams he chose. I don't know why everything has to be about politics..

Evan Daniel said...

I think you're guilty of abuse of statistics here, whether intentionally or not. You picked one test to run after looking at the data you're running it on. There are plenty of tests you could have run -- correlation with red state / blue state, for instance. Given several such tests you could run, the fact that one came up significant at the 90% level isn't noteworthy -- it's the expected outcome.

Nate said...

Sen. McCaskill apparently doesnt have much sway on bracketology with the president as she does on other issues...

natthedem said...

Seriously? Were there no other numbers that required your crackpot analysis today?

I'd buy this theory a lot more if: first, I didn't know Obama was a hardcore fan of the game, who wouldn't compromise his sports integrity for the sake of politics, and second, if I hadn't seen the President offer rationale for his picks on ESPN.

I've got until 12 PM EST to decide if I buy his logic on Temple over Arizona State (and, really, his entire disdain of the PAC-10).

Forrest J. Bowlick said...

I heart you, Nate. More laughs than Jimmy Fallon tonight, I'll wager.

Can I use this for my stats project in my quantitative techniques class?

WV- nedanati Common result in pestering a hung-over St. Pats day reveler in pronouncing 'tenacity'. Do it for the lulz!

Andrew said...

My main addition: Florida State (5) over Xavier (4)- FSU is a big state school with thousands of alumni and fans across FL and the nation while XU's fanbase is mostly centered in the greater Cincy area. With both schools in crucial swing states, Obama gets far more bang for his bracket buck with the FSU pick.

Bryce said...

Maybe this isn't directly about politics? Maybe Obama has picked the underdogs unconsciously, for emotional preference to tehse states not because they're swing states, but only because he spent a lot of time in those states while campaigning, and developed more of an affection for them than non-swing states.

Dan said...

Ditto that. I'll be more suspicious if he does something like this 3 years from now.

Rob Speer said...

This is disappointing.

Nate, when you fall back to 90% significance (90%? Who uses that?) after you fail to find even the low standard of 95% significance, isn't this itself a case of "cherry picking"?

Aaron said...

Wow, no wonder you were a star in sports statistics.

wv: tinfeli - Pasta made of tin

Sharon said...

I believe this post 100%. There is no other reason for picking UNC to take the championship. Duke all the way!

Kevin C. said...

Should logistic regression (or any sort of regression at all based on linear regression) even be used when the dependent variables are 0-1 valued?

I remember an econometrics professor drilling it into me that this was a big no-no.

Steve said...

Forget the rankings. Look at point spreads. That'll tell you the real favorite.

RufusRules said...

March Madness done right.

Thanks for the late night chuckle :)

greg said...

Hilarious. Thanks Nate.

Valpey said...

My plan was to come and ask you to run the analysis behind this question only to find you had already done it.

I was thinking: "What does Obama have against the Pac-10?", and then I'm like: "Oh, no swing states" (if Arizona is close in 2012 - Landslide)

Hilarious

Danny Tarlow said...

I think the real key is the Pac-10. I did data-driven bracket analysis, and the most common feedback I got about my predictions was that my model gives too much credit to the Pac-10, which is particularly weak this year. Whether it be true or not, it seems to be a pretty commonly held belief, and it appears that Obama has the same bias. Given how seriously Obama seems to take his sports, that seems more likely to me than pandering via sports picks for the sake of an election that is three years out.

Ben said...

Great analysis, Nate!

But, maybe the motivation isn't straight politics! Obama knows first-hand how competitive the people in those competitive states are, and he thinks that will wear off on their basketball this year.

Rev. Bob said...

Obama has already revealed his metric: SIP (strength in the paint).

brentdax said...

And this is why they call it March Madness.

loner said...

Yeah, what stands out is that like most everyone east of the Sierra Nevada except the selection committee he doesn't think much of the Pac 10. Not uncommon and, while usually a mistake when it comes to football, usually a good call (UCLA always excepted no matter how bad they look beforehand) when it comes to basketball.

I agree with his Championship game picks, but I think, when it came to picking the winner, memories of what very well might have been his favorite afternoon during the campaign, rather than the merits, are the why.

Go Bears!

Boing said...

You yanks are weirdos.

Juris said...

@Kevin C: you are misunremembering. Yes, logistic regression is perfectly appropriate with binary dependent variables.

astros82 said...

Nate, can you tell me the odds of someone KILLING OBAMA!


Maybe a graph showing why the % fluctuates per day?


Finally, explain how much of an effect his assination chances improves, based on his bracket being wrong today!

Marcus said...

I don't know, I find Obama's explanation more convincing, which was that he felt the Pac-10 was weak this year and therefore teams in that league were overrated.

fred said...

astro82-

Are you Mulerider?

fred said...

Did anyone else hear the interview with Obama's brother-in-law? He is the coach at OR State (and Obama picked his team to lose). It is pretty funny.

dennisS said...

I'll never get those minutes back, but it was fun.

PS. You can tell he's a real fan. He freely substitutes nicknames back and forth, e.g. "Nova." That's worth something.

Tado said...

I want to see what a Nate Silver bracket looks like!

PRHB said...

Hurray for Stata!

Mike said...

You seem to be implying that Obama's politics are causing him to make different choices in the realm of sports handicapping.

However, the causation could go the other way. A person who randomly happens to favor swing states would be more likely to become president than someone with the opposite tendencies.

Paz said...

One alternate theory: Did Obama just subconsciously pick the teams he was most familiar with?

I think there is a tendency when you are going through huge lists of data to gravitate towards teams you know or have some recent memory of. After spending two years talking about basketball in every swing state in the country, I wouldn't be surprised if those ones came to mind subconsciously.

Pot Kettle Black said...

I imagine hits have declined since the election. I might suggest that this post, with a detailed analysis of something so trivial as to make Nate Silver's baseball work look Nobel worthy, might be emblematic of why people don't log in as much as they used to. Not that the quality has dipped (although this post is clearly a dip) but that statistical analysis of polls isn't that useful in taking apart an actual administration on a day to day basis.

I know I do not check this site as much as I was, and I skim quite a bit more than I did three months ago.

It's maybe time to really figure out what to do with the site. This ain't that.

AJS said...

Funny.

One potential correlation but not causation factor: Obama has basically spent the last 1.5/2 years of his life in the swing states, probably spoke at many of these campuses, maybe even played pickup with their teams.

To the extent that his picks show a willingness to go with underdog swing states, the bias could be because of familiarity with/personal knowledge of the schools. Of course that would in turn be a function of their being a swing state and thus a campaign destination, but it would indicate that swinginess was not the key factor.

Maybe adding a variable indicating how many times Obama was at each school's campus or in the town where they are based over the last two years would help this. I mean, if its worth your time.

NotAbbott said...

I ran a regression on last year's tournament to do my picks this year, but I'm not totally thrilled with it. Just a handful of unconventional picks -- and one serious upset in the first round -- but they seem just a bit too counterintuitive. Had to use linear regression, though, as much as I would have preferred multinomial logistic.

ed waldo said...

There are limitations to the efficacy and reach of mathematical and statistical analysis, just as there are limitations to the efficacy of a screwdriver or any other tool.

e.g. if you inscribe a circle and spin the screwdriver to get answers to questions, like, say, "Should I marry Mary?" you've passed beyond the limits of what a screwdriver can be reasonably asked to do as a useful tool.

I think that boundary was passed a couple of miles back on this post.

Gematria, anyone?

The Ignorant Sportsguy said...

This week's sign of the Apocalypse: Nate Silver analyzed President Obama's NCAA tournament bracket and concluded, based on detailed mathematical analysis that is waaaaaaaaaay over the head of most of his readers, that the president played politics in his choices. Wow.

Juris said...

@Waldo: don't take this any more seriously than it deserves. Nate's just having fun; that he can't statistically exclude Obama's "swing state bias" is fun to contemplate.

But of course he didn't directly try to test for plausible rival interpretations. So it's not "science," just good entertainment -- and doing a tongue in cheek analysis of how our Commander-in-Chief participated in one of America's great pasttimes (filling our your bracket for March Madness). In the end, Obama's bracket will be scored just like anyone else's -- how many wins (and which wins) did he call correctly.

Hunny Bons said...

Seriously, you need to get a life. Your numbers do not take into account conference play by each team, conference tournament play, late regular season play (what we real basketball fans refer to as the Big Mo[mentum]), home game vs. away game statistics, strength of schedule, strength of tournament schedule. Not to mention the fact that HIS FINAL FOUR WERE THE FOUR #1 SEEDS! Oh my god! To think that the four top ranked teams in the nation could only make it to the Final Four?!?! HE MUST BE NUTS to think that!

You're right, it's a conspiracy! He's playing politics with our universities' basketball dynasties! This man MUST be stopped!

You are an idiot. You need to spend more time invested in what you are analyzing than you do in your analysis. It's called March Madness for a reason -- because ANYTHING can happen. Kansas won the 1988 Championship as a #6 seed -- less than 3% of Final Four championships have been won by anything lower than a 3 seed. Then last year, all four #1 seeds made it into the Final Four for the first time ever! Which proves that you are an idiot.

Fans will pick 'em better than mathematicians any day, because mathematicians don't know dick about basketball. Obama's picks? Decent as far as I'm concerned. His VCU upset over UCLA? I find that difficult to swallow, but not given the fact that PAC-10 has been a weak conference this year. Tough play has been east of the Mississippi this year. I could see it happening if UCLA has a bad game, which is not entirely out of the question.

Leave sports analysis to the big boys and the big fans, four eyes. You deserve a wedgie for this crap!

Mark Ballard said...

Nate,

You mention that the University of Chicago doesn't have a Div.1 team. They were actually one of the original members of the Big 10 conference. They dropped out in 1946 because of desire to de-emphasize varsity athletics.

1946 was the year my mother entered the U of C. She remembers the biggest athletic competition of her college career - the visit of the Oxford University tiddly winks team.

Alan said...

"I set up a simple logistic regression model containing two independent and one dependent variable... The first dependent variable... The other dependent variable..."?

ari said...

best post ever

Teresa said...

There was a Michigan guy on the radio this morning who had the same picks as Obama in his office pool. He has said he won's the pool 3 years in a row.

That everyone scrambles and evaluates Obama's picks versus the regular citizen in MI with the same picks says something. We're a very goofy nation.

juvanya said...

I don't see what the big deal over this bracket business is.

Chris said...

X-Variable: Abs(SeedDiff)*(-1 if Obama predicts no upset)

(Higher values represent a measure of "going out on a limb" with the pick)

Y-Variable: The Log of the Ratio of the two states' absolute margins of victory in the election.

(For UCLA-VCU, for example, ln(24.06/6.30)=1.34 - larger values indicate the lower seed is a swingier state)

Hypothesis: Swingier states correlated with Crazier picks.

Simple regression --> p=0.088. Not nearly enough for any sort of claim given the wackiness of this data set. I just don't see how you make the claim of correlation (even you don't show significance at 95%!). And I tried a couple variations (only include upsets, etc.) and never got any closer.

padraig said...

Some people have seriously broken humor meters.

Jonathan said...

Nate, I have 2 concerns about your model:

1) I really don't think that you can count UNC as an underdog against anyone when they are a heavy favorite in Vegas.

http://www.bloomberg.com/apps/news?pid=20601079&sid=aVYYfcuHsE2E&refer=home

2) Your model is influenced quite a bit by the fact that Obama feels that the Pac-10 teams are very weak this year (he stated this during his interview w/ ESPN). This bias however has basis in fact as the Pac-10 is generally known to be one of the weaker conferences this year and is confirmed by computer rankings.

http://www.realtimerpi.com/ncaab/conf_Men.html

The Sports Illustrated Expert brackets confirm that his Pac-10 upset predictions are actually quite mainstream:

3/5 experts had VCU beating UCLA
2/5 had Wash losing before the Sweet 16
2/5 had Temple over Arizona St.

I wonder how your model would look taking into account this Pac-10 bias?

Jonathan said...

I forgot to add that all these Pac-10 teams are located in your definition of a non-swing state.

kralizec said...

Imagine what a mind-fvck it must be, to try to play the game in the knowledge that the President, for whom you voted, voted against you, and that losing will help make the President, whom you admire, look like a genius.

LeadOffHitter said...

Very interesting article, but one issue I had: Obama made a point of saying he thought the pac-10 was really overrated, and did not have them winning many games. The pac-10 teams are from Cali, Oregon, and Washington = all very blue states. So that could have affected results some.

kralizec said...

I doubt the sincerity of the commenters who claim they're surprised or disgusted that anyone would go looking for statistical confirmation that the Perpetual Campaigner's picks are part of his perpetual campaign. In any case, however, it seems good for them to keep in mind that the President's critics will take a swipe at him whenever he lowers himself like a piñata.

Wags said...

Obama gives us plenty of material, no need to invent more.. this screams of "mock outrage"

Patrick said...

I'm not sure sqrt is the right way to estimate this thing.

With swing states, not only is there not a big difference between 30 and 20 percent, there's not a big one between 20 and 10 either. For the most part either a state is a swing state (or was in the 04 election) or is isn't.

Then using sqrt for seeding differences understates how much better it is to be a 2 instead of a 3. I'd say the marginal difference between 2 and 3 or 3 and 4 is close to if not bigger than the marginal difference between 7 and 8 or 8 and 9.


You have two very different looking/meaning independent variables but you chose to estimate them the same way? That can't really be right.

Michael said...

Temple's not a good example because the Temple fan base is as blue as it gets. He's not going to impress anyone outside of Philadelphia with that pick. So, I see the temple underdog selection as a counterexample to the trend.

ethan said...

I think you think you're being clever, but I think this post is a little less clever than you think it is.

In other words (and I'm a big fan): um, shut the fuck up?

Byron said...

I'm afraid this is a stretch. VCU, while seeded considerably lower than UCLA, is being hyped as something of a favorite to upset. (Sounds self-contradictory, I know, but that's the best way I could think to phrase it.) This was tied with Temple over ASU (a pick which might go against your theory somewhat as "Michael" pointed out at 3:01) for the biggest upset based on seedings on Obama's bracket. Removing those two and the Maryland-Cal match (as you said, both are blue locks) removes any difference greater than one from his upset picks. The bottom line is that this liberal picked very conservatively.

klebian said...

Just heard Jay Leno mention this. I guess even he reads fivethirtyeight, heh.

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ethan said...

Just heard Jay Leno mention this. I guess even he reads fivethirtyeight

Yes, the morons read your bullshit and use it. Perhaps you should think before you fucking post?

Ryan said...

Isn't logit the wrong model to use here? If your DV is whether Obama picks team A or team B to win, then the observations do not satisfy the IID assumption. In particular, the probability of picking team A depends on whether he picked team B. You should be using a model that accounts for this lack of independence across observations...

bubba6126 said...

ok, obama just picked the teams that he thought would win. Anyone trying to read any farther in to this is just stupid. I mean trying to say that he picked teams to win because of the states political status is absurd

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packey said...

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ass said...

From cell phones users to see the specific situation of occupational segmentation in 2009, accounting for 19.5% of students dropped 21.2 percent over last year, other types of occupations than those last year, the proportion of Internet users cheap cell phones increase. White collar crowd from last year's 29.2% increase to 38.9% this year, accounting for 9.7 percentage points up to replace the student groups cellphone users as one of the biggest occupational hierarchy; blue-collar crowd from last year's 13.9% to 18.9% this year, accounting for rose by 5.0 percentage points, showing that mobile phones users by a group of students to the occupational groups a significant trend in the development. Ereli advice that, cheap cell phones and mobile phone users Internet users monthly income distribution of age, education, occupational distribution has strong correlation with high spending capacity of white-collar workers and some students in the crowd will be a huge cell phone china online potential consumer groups.

ass said...

The survey found that consumer 3G wholesale china from the crowd of view, the buyer 25 to 40 years old mainly white-collar workers, accounting for about 40%, followed by consumer groups of students, accounting for about three into. According to statistics, 3G wholesale products in sales, compared with a 2G mobile phone sales are still a wide gap between, but since June has been, 3G mobile phones increase in the average monthly buy products for more than 50%, "11" period due to holiday business, the increase of more than 150%. Pk that the "11" after the peak sales of 3G handsets likely to usher in more stable growth.