From a fellow genius on Reddit: NilInvestment
Please take the time to read. It’s a lengthy post but I promise you it’s great. Much of the same that I’ve already repeated in this thread, but with much more facts and statistics to back it up. Excellent post by Reddit user NilInvestment.
It starts here:
Steph's Insane On/Off Metrics
So, as the 2022 season progresses, the MVP race has devolved into these common 4 narratives, around Jokic, Giannis, KD and Steph. Specifically that Steph isn't having THAT good of a season and he's being carried by his team in many of the games he's shot poorly. So, I'd like to take a look at the on/off stats and see if this narrative holds up.
Essentially, using PBP stats, and using medium, high and very high leverage moments to filter out blowouts, and paying attention to sample sizes of over 100 minutes, what are the results? What is Steph's impact on the game? Has it been reduced because of his shooting slump? How much of the wins should be attributed to Dray?
These stats won't answer any of these questions, but they will point you in the right direction. The more effective solution is to simply use EPM and RAPM, but I know a looooooooooot of people just absolutely refuse to use these stats, so here's a broken down version of a series of net ratings to show the overall impact of Steph.
Also note, the 100 minutes threshold is less of a threshold and more of a gradient. There is never an exact spot.
Starting off with Steph's on off stats.
[Steph On/Off Net Rating](
http://www.pbpstats.com/wowy-combos/nba?TeamId=1610612744&Season=2021-22&SeasonType=Regular%2BSeason&PlayerIds=201939&Leverage=Medium,High,VeryHigh)
15.53 Net Rating On, 1.07 Net Rating Off. That's a +14.46 On/Off, which is absolutely elite.
Both the offense AND the defense are statistically better with him on the court. The defense part is especially insane, because his replacement is GP2, arguably a top 3 guard defender in the league in terms of pure talent. AND, the defense is already elite without him, so it's ridiculously difficult to improve it. A 7 DRTG improvement is kinda nuts.
But, we know that the Warriors defense is elite, and that's thanks to Draymond, right?
[Steph and Dray On/Off Net Ratings](
http://www.pbpstats.com/wowy-combos/nba?TeamId=1610612744&Season=2021-22&SeasonType=Regular%2BSeason&PlayerIds=201939,203110&Leverage=Medium,High,VeryHigh)
Steph and Dray On: +12.15
Dray On Steph Off: +2.07
**Steph On Dray Off: +23.07**
....*?* Well, this is possible because without Dray on the court, the Warriors have a +121.60 ORTG, while actually having a BETTER DRTG, by 3.25 points or so. This will be important later. Now, note, the replacement for Dray on the bench isn't some DPOY player. It could be JTA, or OPJ, or Bjelica, or a few other guys. It isn't exactly like the Warriors have prime KG diluting Dray's on/off stats. Somehow, Steph is just leading an insane team without Draymond Green. Note that this Steph/No Dray lineup would have a rDRTG of -9.4 and a rORTG of 12.3. Can't confirm, but both are probably the greatest ever, and this is a 300 minute sample size. The Dray and Steph On lineup is still elite too btw, with a +12.15.
Here's another player. Bjelica, our stretch 4 playmaker, who often comes in place of Draymond off the bench.
[Steph and Bjelica On/Off Net Ratings](
http://www.pbpstats.com/wowy-combos/nba?TeamId=1610612744&Season=2021-22&SeasonType=Regular%2BSeason&PlayerIds=201939,202357&Leverage=Medium,High,VeryHigh)
Steph and Bjelica On: +25.33
Steph On Bjelica Off: +11.80
**Bjelica On Steph Off: -14.42**
Pairing Steph to Bjelica lineups results in a near +40 Net Rating impact. Remember, a +5 impact is fantastic, +10 is elite, top tier in the league stuff. Also note that Bjelica and Steph off has a +11.75, which is far higher than most if not all the lineups without Steph. When you look at that and look at the Bjelica on data, it looks like Bjelica is tanking the numbers. Yet, when you pair him with Steph, it's incredible. It's unlikely, but possible, that in the minutes with Steph and Bjelica on, Steph was just playing insanely well because of variance. What's more likely is that the Bjelica/Steph minutes are elite because the fit works so well, as Bjelica is a very good passer. The issue is that Bjelica always plays with GP2, and Kerr doesn't play GP2 with Steph that much, meaning you get lots of Bjelica/No Steph minutes, which are BAD. This is proven by the fact that the Bjelica/Steph and GP2/Steph minutes are nearly identical, and all 3 together play the 2nd most minutes out of any combination of those 3. (1st is just Steph.) So, Kerr has to make a decision there on what to do with the Bjelica No Steph minutes. An interesting conundrum.
Now, here's my absolute favourite player the Warriors added in the offseason. OPJ.
[Steph and OPJ On/Off Net Ratings](
http://www.pbpstats.com/wowy-combos/nba?TeamId=1610612744&Season=2021-22&SeasonType=Regular%2BSeason&PlayerIds=201939,203490&Leverage=Medium,High,VeryHigh)
Steph and OPJ On: +17.59
**Steph On OPJ Off: +14.48**
OPJ On Steph Off: +1.75
The key takeaway is the fact that the Warriors cannot run any sort of offense without Steph. Steph might not be putting up the same counting stats but his impact is just insane. If you add Draymond, the Steph No Otto or Dray lineup becomes a +24.77 somehow, and the Steph/Otto minutes are increased to a +22.21. Draymond's on/offs are so bizarrely weak. Interesting note is that the Otto only minutes and the no Otto no Steph minutes are nearly identical.
Kevon Looney's stats.
[Steph and Looney On/Off Net Ratings](
http://www.pbpstats.com/wowy-combos/nba?TeamId=1610612744&Season=2021-22&SeasonType=Regular%2BSeason&PlayerIds=201939,1626172&Leverage=Medium,High,VeryHigh)
Steph and Looney On: +9.55
Looney On Steph Off: +0.67
**Steph On Looney Off: +20.95**
Incredible stats. This is what happens when you surround Steph with IQ and some spacing. Never forget that he has to provide enough spacing for 2 complete offensive nonthreats and absolute negatives on that end. When you add Draymond, the Steph/No Looney or Draymond minutes are a +25.72. Insanity. Steph and Draymond without Looney are a +16.12, which makes sense, because that PnR duo wants floorspacers to take advantage of the 4 on 3 it always creates.
Another thing: GP2 also breaks on off stats.
[Steph and GP2 On/Off Net Ratings](
http://www.pbpstats.com/wowy-combos/nba?TeamId=1610612744&Season=2021-22&SeasonType=Regular%2BSeason&PlayerIds=201939,1627780&Leverage=Medium,High,VeryHigh)
GP2 On Steph Off: +6.47
Steph On GP2 Off: +11.18
**Steph and GP2 On: +29.81**
LOOK AT THAT DRTG AND ORTG! Man, GP2s on/off stats are nuts. If you add Draymond and do the Steph No GP2 or Draymond lineup, it's a +18.49 but the Steph/GP2 No Draymond slightly dips to a still insane +27.97. Interesting.
Let's try the brothers in law.
[Steph and DLee On/Off Net Ratings](
http://www.pbpstats.com/wowy-combos/nba?TeamId=1610612744&Season=2021-22&SeasonType=Regular%2BSeason&PlayerIds=201939,1627814&Leverage=Medium,High,VeryHigh)
Steph and DLee On: +18.14
Steph On DLee Off: +14.55
**DLee On Steph Off: -7.62**
The ORTG in the lineup bolded is a putrid 106.97, and once again, the defense declines without Steph. The Warriors simply cannot run an offense without Steph. Our roster improvements don't change that. Steph is raising our floor, because while the roster is better, they're not good alone. That's the consequence of having a bench of IQ and defense, and not shot creation. Steph has to provide the entire offense and spacing, starting from practically nothing.
How about the Warriors young guard Jordan Poole?
[Steph and Poole On/Off Net Ratings](
http://www.pbpstats.com/wowy-combos/nba?TeamId=1610612744&Season=2021-22&SeasonType=Regular%2BSeason&PlayerIds=201939,1629673&Leverage=Medium,High,VeryHigh)
Steph and Poole On: +11.18
Poole On Steph Off: +4.21
**Steph On Poole Off: +19.36**
Note that the Steph-less lineup has a subpar offensive rating. That's a common theme here. The Steph-less lineups are often boosted by great team defense, so you have to pay close attention to the individual ORTG and DRTG when you want to answer a specific question.
Another player of ours who's been getting a lot of talk, Wiggins.
[Steph and Wiggins On/Off Net Ratings](
http://www.pbpstats.com/wowy-combos/nba?TeamId=1610612744&Season=2021-22&SeasonType=Regular%2BSeason&PlayerIds=201939,203952&Leverage=Medium,High,VeryHigh)
Steph and Wiggins On: +11.28
Wiggins On Steph Off: +11.88
**Steph On Wiggins Off: +22.64**
Now, if I need to mention this again, I will. This is insane. That's the only way I can describe it. Looking at the individual ratings, Steph without Wiggins is leading an elite offense AND an elite defense. Without Steph, the defense drastically drops. "But that's because Dray and Steph play together, he's carrying that!" Oh buddy do I have a surprise for you....
And finally, the reason I made this post.
Let me ask you a question. Who is GSW's best defender? Why, it's Draymond of course! The DPOY favourite! Well, who's the 2nd best defender on GSW? I'd say, Andrew Wiggins. How about third? I'd solidly say GP2.
Now, the 2nd example proved that the defense improves with just Steph and no Dray, but let's exaggerate this and take it to the fullest, and push the stats to their limits. What happens when you put out a lineup with Steph and without all 3 of GSWs best defenders?
I present:
[Steph On, Draymond, Wiggins and GP2 Off Net Rating](
http://www.pbpstats.com/wowy-combos/nba?TeamId=1610612744&Season=2021-22&SeasonType=Regular%2BSeason&PlayerIds=201939,203110,203952,1627780&Leverage=Medium,High,VeryHigh)
Now, ignore the lineups with a tiny sample size. I want you to focus on the Steph ONLY lineups. It has a solid sample size.
Steph On Draymond, Wiggins and GP2 Off: +24.15
**119 ORTG,** ***95 DRTG***
The greatest defense ever since 1977, the 2004 Spurs, had a rDRTG of -8.8. This Steph only lineup missing GSW's 3 best defenders has a rDRTG of -12.9
I added Kevon Looney, the Warriors next best defender, because why not.
[Steph On, Draymond, Wiggins, GP2 and Looney Off Net Rating](
http://www.pbpstats.com/wowy-combos/nba?TeamId=1610612744&Season=2021-22&SeasonType=Regular%2BSeason&PlayerIds=201939,203110,203952,1627780,1626172&Leverage=Medium,High,VeryHigh)
\+26.11
**119.75 ORTG and 93.64 DRTG.**
Insanity.
My final stat will be this. I've heard the narrative that Dray has just as important if not more important of a role as Steph this year because it's our defense that's insane. Look up Draymond + a player in on/off. Notice how often either lineups with no Draymond or neither of the players have the best net ratings. This is because Steph literally universally dominates the Warriors impact metrics to the degree that any lineups without him are meager in comparison. Notice how the Draymond additions have consistently had weird results, where Steph's numbers are better without him. It's especially weird, because as I said, Dray dominates on/off metrics normally.
Now, do I think this will continue forever? No. 3 things to note. 1) Draymond is continually getting better throughout the season. These results related to Dray can still change. 2) Steph's rotations have been changing quite alot, and that can have quirky effects. 3) Steph is still yet to have his nuclear 2nd half of the season, where all his impact metrics and counting stats skyrocket. Last but not least, as I said before, these stats aren't direct answers to the questions above. Instead they're just measurements and statistics that you can take with however many grains of salt you choose to. These stats don't decide everything, but I thought they were worth sharing. They don't decide that Steph is the DPOY, or that Draymond is a negative of course, but through the massive sample size, the eye test and all advanced stats, they DO show that Steph is by far the driving force of our success.
But hey, at least the "Steph is a bad defender" narrative and the "Steph is being carried" narrative can finally be put to rest.