The 2024-25 college basketball season is underway and most teams in the newly expanded coast-to-coast Big Ten just wrapped play prior to the holidays. In early December each team completed one home and one road game in conference play.
Throughout the Michigan State football season, I provided bi-weekly updates on the odds of various season outcomes. I utilized my own power rankings and a set of simulation and other analytical tools to generate these odds. My process for college basketball is very similar.
The major difference is that I prefer to use efficiency metrics, specifically those tabulated by Ken Pomeroy ("Kenpom") to estimate point spreads and odds. These data correlate well to point spreads and point spreads correlate to actual game results. There is no reason for me to recreate the wheel.
I have recently performed my first simulation of the 2024-25 Big Ten season using the updated Kenpom efficiency data through December 22. The results of the simulation and other calculations can tell us a lot about how the Big Ten season will progress. In this week's two-part series, I will share what I found.
How Good is the Competition?
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Strength of Schedule
In an ideal world, the Big Ten regular season would be 34 games such that each team could face every other team twice, once on the road and once at home. Instead, there are only 20 conference games meaning each Big Ten team will play only three opponents twice, seven opponents at home only, and seven opponents on the road only.
This creates an imbalance in the schedule which does benefit some teams, and which hurts others. But how big is this effect and which teams benefit or suffer?
Table 1 below some a matrix that summarizes the full Big Ten schedule.
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The white cells in the matrix indicate teams that play each other twice. The green shaded cells represent the situation where there is only one regular season contest and the team in the row is at home. The yellow shaded cells represent the situation where the team in the row is on the road.
For example, Michigan State will play Michigan, Illinois, and Minnesota twice. The Spartans will face Purdue, Oregon, Wisconsin, Penn State, Indiana, Nebraska, and Washington at home only. Michigan State will face UCLA, Ohio State, Maryland, Iowa, Northwestern, Rutgers, and USC on the road only.
A glance at Table 1 gives an initial impression of the relative difficulty of each schedule. If a team's row (or column) has a lot of "2s" on the left-hand side (or top) and more "1s" on the right/bottom, this indicates a tougher schedule and vice versa.
Another slightly more quantitative indication is shown in the bottom row of the table. Here I tabulated the average efficiency margin of the opponents that each team plays twice. The higher this number, in general, the harder the schedule. This implies that the team plays more of the good teams twice and the weaker teams only once.
Fortunately, I have a more mathematically rigorous method to calculate strength of schedule. I use the concept of expected value and run a sort of experiment where a hypothetical top-25-quality reference team plays every Big Ten schedule.
The question that I ask is "how many games would this reference team be expected to win?" Mathematically this is equal to the sum of the odds for the reference team to which each game.
Figure 2 below shows the results of this calculation as of Dec 23. The expected wins are normalized to 20 games, yielding an expected winning percentage as the metric for comparison.
Figure 2: Big Ten overall strengths of schedule as of Dec. 23. The y-axis shows win percentage and the labels show the expected number of wins. |
As Figure 2 shows, the big winners in the schedule sweepstakes looks like Penn State, Oregon, and UCLA. The Nittany Lions get the advantage of playing Minnesota, Indiana, and Rutgers all twice. UCLA and Oregon have the advantage of playing both USC and Washington twice.
After that, the strength of schedule figure has some correlation to Figure 1. Teams like Maryland, Michigan State, and Illinois with slightly easier schedules, teams like Ohio State and Iowa near the middle, and teams such as USC, Washington, and Minnesota towards the bottom.
The explanation for this phenomenon is that good teams have a built-in advantage of not having to play themselves. For teams at the bottom of the rankings, they lose out on the opportunity to beat a team as bad as they are. I see this effect every year in the data.
That said, teams such as Minnesota, Rutgers, and Indiana also have objectively tough draws. All three teams' double-play opponents are currently ranked in the top 10 of the conference. Conversely, Penn State has an objectively easy draw. All three of the Nittany Lions' double-play opponents are ranked in the bottom five of the Big Ten.
Figure 2 also shows the raw expected win values for each team's schedule as the label on each bar. This provides a way to quantify the advantage of having an easy or hard schedule. The Spartans' schedule is on the easy side of average and ranked the No. 6 most difficult. It is 0.39 games harder than Penn State's schedule and 0.64 games easier than Minnesota's schedule.
Interestingly, the difference between the toughest and easiest schedule in the Big Ten is just 1.03 games. This is somewhat surprising because historically this difference is between 1.0 and 1.5 games. I expected that the new schedule of the expanded conference would result in bigger gap between the easier and harder schedules, but that is not the case.
What I think is happening is that in the 14-team league, a team played seven opponents twice and six just once. Drawing a few of the strong teams twice was a major disadvantage (or vice versa for the weaker teams). But in the current schedule, a team plays the majority of the conference teams only once. Each team is less likely to draw a tough (or easy) schedule.
It may seem that playing a team like Purdue or Illinois on the road versus at home would make a big difference in schedule. However, a home game versus an away game is worth only about three to four points to the Vegas spread. A much bigger difference occurs when a team such as Maryland is on the schedule twice instead of a team like Minnesota. This different in point spread is roughly 13 points.
Believe it or not, the new schedule for the newly expanded Big Ten conference is actually slightly more fair than in past years. The fact that there is in general more parity in the conference this year is also playing a significant role.
The analysis above gives an overview of the Big Ten as a whole, including a clarification of the impact that the overall schedule will have on the Big Ten race. In part two of this series, we will dig into the details of the Michigan State Spartans' schedule and we will see what it all means in terms of who will eventually win the Big Ten title.
Stay tuned.
Part Two:
In part one of my Big Ten Basketball math-driven preview, I presented an overview of the relative strength of all 18 Big Ten teams. Then, we investigated the overall Big Ten schedule in order to understand the impact of having an easy or difficult slate.
We found that Michigan State is currently ranked among the best teams in the Big Ten. The Spartans have a slightly easier schedule than many teams in the conference, but overall the difference between the easiest schedule in the league (belonging to Penn State) and the hardest schedule (which belongs to Minnesota) is only worth about one game in the standings out of 20 total.
In today's contribution, we will dig into the details of Michigan State's schedule. Then, we will put all the pieces together to see how the Big Ten race is likely to play out.
Michigan State Schedule Details
Let's begin by take a closer look at Michigan State's schedule to get a flavor on the potential ebb and flow of Big Ten conference play.
Figure 1 below visualizes the schedule by showing the projected point spreads and victory odds for the remaining 18 Big Ten games.
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For the big picture point of view, the data in Figure 1 gives the expected number of wins for the Spartans, which is equal to the sum of the 20 probabilities for Michigan State to win each game. That value is 12.77 win. Figure 1 also suggests that the Spartans currently project to be favored in 13 of the remaining 18 Big Ten contests.
A closer look at the data reveals that the Spartans currently project to be at least a four-point favorite (with at least a 66% chance to win) in eight remaining Big Ten games. These eight games are the road game at USC and Rutgers, and the home games against Minnesota, Washington, Penn State, Wisconsin, Indiana, and Purdue.
Conversely, Michigan State projects to be between a two- and five-point underdog (with at least a 30% chance to win) in five games. Those games are the road games at Illinois, Michigan, UCLA, Ohio State, and Maryland.
The remaining five contests all project to have spreads no higher than 3.5 points (between 50% and 65% odds). This group of games includes the road tests at Northwestern and Iowa as well as the home games against Oregon, Illinois, and Michigan.
Figure 1 also suggests that Michigan State best get off to a strong start, because the schedule is heavily back loaded. Three of easiest five games on the schedule occur in the first four games and seven of the easiest 11 games occur in the first half of the schedule. This includes the two wins at Minnesota and against Nebraska that are already in the books
In contrast, the last half of the schedule and especially the final seven games are brutal. The toughest stretch is from mid to late February where the Spartans play at Illinois, versus Purdue, at Michigan, and at Maryland in consecutive games.
If the Spartans intend to compete for a Big Ten Championship, which is always the goal in East Lansing, they are going to need to get off to a hot start. In the next section we will see that a final record of 16-4 may be needed to hang a regular season banner. A lot of those wins are going to need to come before February 1.
If we break the schedule up into sections, Michigan State needs to win at least four of the first five games to stay in the Big Ten race. The road game on Jan. 3 at Ohio State will be tough (but not as difficult as it did a few weeks) and the Spartans will be heavy favorites at home against Washington and likely a slight favorite on the road at Northwestern.
The next five games are also manageable. The Spartans project to be narrow favorites in the home game against Illinois and the road game at Rutgers, but the Spartans project to be big favorites versus Penn State and Minnesota as well as at USC. To stay in the race, Michigan State likely needs to win four of these five games, if not all five.
This would give the Spartans an 8-2 or 9-1 record at the midway point of the season, which is one to two games above expectation (7.49 wins).
The next seven games are pretty brutal. The Spartans are likely to be favored to beat Oregon, Indiana, and Purdue at home, but other four games are all tough road games at UCLA, Illinois, Michigan, and Maryland.
The expected value of win in this stretch is just 3.5 wins. To be a Big Ten contender, Michigan State likely needs to win the three home games and split the four road game to go 5-2 in this stretch. If the Spartans are 14-3 or 13-4 when the calendar turns to March, then a Big Ten title will likely be in reach.
The final three games of the season are more manageable including home games with Wisconsin and Michigan. The road game at Iowa looks like a toss-up. The Spartans are expected to win 1.84 of those games. A 2-1 record in that stretch might be enough. A record of 3-0 would be better.
Overall Big Ten Odds
Table 1: Updated Big Ten expected wins and win distribution matrix as of Dec. 23, 2024. The changes shown in Kenpom efficiency and expected wins are relative to Dec. 1, 2024. |
Figure 2: Regular season Big Ten win distribution for Michigan State as of Dec. 23, 2024. |
Table 2: Odds to win or share the Big Ten regular season title and the win distributions for those winning teams as of Dec. 23, 2024. |
Table 3: Big Ten Tournament seeding odds as of Dec. 23, 2024. |
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Table 5: Odds for each Big Ten team to advance past each round of the Big Ten Tournament, as of Dec. 23, 2024. |
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