“A defence that takes the ball away hands its offence more chances, so draft that offence's skill players.”
Takeaways buy field position, not snaps, and none of it survives to the next August. The mechanism breaks at its third link and the driver does not carry.
Evidence
- Within-team first differences: +1 takeaway per game buys +2.82 yards of starting field position (p=1.1e-12) and +0.593 offensive drives (p=3.8e-5) — but only +0.61 plays (p=0.40), because plays per drive falls 0.245 (p=0.0033). A short field means fewer snaps to finish the drive, and the two effects cancel
- Persistence, drift-adjusted, n=128, against rCrit=0.20: takeaways/g r=+0.157, turnover margin +0.150, offensive drives +0.165, plays +0.158, and drive-start field position r=-0.039 — the one thing takeaways genuinely buy is the flattest series in the study
- The lagged link a board would actually use is nil: last season's takeaways predict this season's drives at r=-0.008, plays +0.064, skill opportunities +0.06
- Mean reversion is the strongest single result: r=-0.649 between a season's takeaway z and the change into the next (p=1.1e-16). Top-8 takeaway defences gave back 74% of their turnover margin
- Jacksonville 2025, the case that prompted this: best starting field position in football (own 32.9, 1st) off the 2nd-most takeaways, and it produced the 13th-best fantasy offence. Drift-adjusted they gained +5.85 plays a game and the takeaway model explains 13% of them — 87% came from the offence, not the defence
Sample
160 team-seasons, 2021-2025, with a 2025 holdout; 61 tests, Benjamini-Hochberg at q=0.10
Method
Team-season panel of drives, plays, drive-start field position and takeaways from play-by-play; pooled, within-team first-difference and drift-adjusted persistence estimators, controlling for prior point differential and the preseason market line.
What we changed
No projection input, tier adjustment or edge bullet may key on takeaways, turnover margin, interception rate, fumble-recovery rate, or prior-season drive-start field position — in either direction, so no positive-regression note for low-takeaway teams either. The same-season field-position link may describe a WEEKLY matchup, where the rate is observed, and may never cross into the August board.
Caveat
The user's mechanism was half right and it is worth saying which half: the defence did buy Jacksonville the field position and the possessions. It did not buy the plays, and the scoring it did buy went to the quarterback rather than to anyone else on the roster.
Working: docs/receipts/regime-and-possessions-2026.md
Reproduce: see docs/receipts/regime-and-possessions-2026.md