I certainly trust your analysis and I admittedly did have some difficulty picking up analytical methods in grad school, but I just still have a hard time getting past what seems like common sense to me.
If I'm coaching a team down 14 points, I'm trying to score a TD and XP every time. Perhaps that is ultimately wrong.
I think the simplest way to sum this up is that when you go for 2 first, you give yourself a chance to win the game in regulation. When you don't go for 2 first, you only give yourself a chance to tie the game.
Think about it in terms of 100 games where you're down 14 and you're sure you will score two TDs.
Obviously the success rates are based on various factors and we can argue whether it's 40% or 55% or whatever. And real-game scenarios present other factors as well.
But understanding probability is helpful in decision making. It doesn't have to be the single greatest determinant, but a part of that equation. And that part of the equation strongly suggests that you'll win more than you lose by going for 2.
Real world assumptions below.
- 47% success rate on 2-point conversions (this is the success rate of the past 5 years of 2-point conversion attempts)
- 94% extra point success rate (this year's success rate from the new FG range)
- 50% overtime win. Different models project win percentage based on receiving vs. kicking off and whatnot, but first you have to win the coin flip.
In 100 games going for 2 first, that means:
- 47 times you get it. That means on your next score, you can kick the XP to win the game. Of course 6% of extra points miss, so on 47 conversions, you can expect 44 wins, 3 ties.
- 53 times you won't get it. So you go for it again, and 47% of those times, you get it forcing OT. That's 25 times you will convert and tie the game.
Combine that with the 3 ties above and you get 28 overtime games. 50% based on the coin flip = 14 wins and 14 losses in OT.
- 28 times, you lose because you missed both 2-point attempts.
That gives you:
- 44 wins in regulation
- 14 wins in overtime
- 14 losses in overtime
- 28 losses in regulation
Add it all up and it is:
58 wins vs. 42 losses
Now go the XP first route.
- 94% of the time, you will get that XP, or 94 games. Out of those 94 successes, you will succeed on the follow-up kick 94% of the time, or 88 games where you hit both. That doesn't win you anything though, just forces OT. Using our 50% assumption, 44 wins in OT, 44 losses in OT.
- Of the 6% of the time you fail the first time, you could pick up the 2-point conversion to force OT. Let's say that is 3 of the 6, but you will lose half those games in OT, or 1.5 games.
That gives you:
- 45.5 wins in OT
- 45.5 losses in OT
- 3 losses from missing the XP and 2-point conversion
- 6 losses from missing the second XP
Add it up and that's:
45.5 wins vs. 54.5 losses
Again, the difference is in the first scenario, you give yourself more chances to win the game outright even before OT. In the second scenario, you give yourself 0 chances to win the game outright before OT. The difference can be 12 to 13 wins over 100 games.
I think most opponents take issue with the 47% conversion rate. It's hard to be really certain because of the small sample sizes, but 5 years of data is pretty decent. We could use 3rd/4th and short data (1-3) which isn't perfect either because there's often more space than the goal line to work with, although if anyone's interested, the Patriots converted 57% of those this year.
But whatever that number may or may not be, this strategy still makes sense so long as you think it's above 36%. 36% means:
- 34 wins in regulation
- 11.5 wins in overtime
45.5 wins, just like the XP scenario. So if you think the 2-point conversion rate is above 36%, then it makes sense to go for 2 first.