In my original thread I outlined why the Con lead may be inflated.
I also invited feedback, and boy, did I get it - some of which has been very insightful, and I am grateful.
Time for updated figures...
1/12
Pollsters are semi-transparent about how they model the numbers. Looking at their tables only gets you so far
I did the best with data I had
Since then, some pollsters reached out with new info. I am re-modelling the numbers based on this.
2/12
1) turnout
2) EU vote weighting
3) new voter registration and 2017 Did Not Vote
Turnout is easy.
Most agree that my approach of ironing out the outliers in some polls + applying GE17 turnout by age was fair. No change - Con: -1.6%
3/12
Different pollsters have revealed they have different approaches to this weighting.
Some polls DO take into account some demographic changes in their EU weighting. But not all polls.
How to remedy this?
4/12
This also avoids a 'double counting' scenario with new voter registrations.
Removing this imputed VI means the reduction in the Con lead is now -1.4% (down from -2.4%).
5/12
We now have partial data on registered voters to more accurately model the impact.
I have outlined this in the thread below.
So what is the impact of these new numbers?
6/12
This has been shown to have been too high. It's likely, accounting for deaths, to be more like 3.2m.
This is still an incredible figure.
But not quite as incredible as the 9m 2019 registrations suggested.
7/12
This means that the net impact on reducing the Con lead is -2.53% (down from 2.84%).
However, based on additional feedback, I will go one step further...
8/12
I knew that.
But I also know that there are record high levels of political engagement.
However, based on feedback, I will downweight 2017 DNV's 25%.
9/12
Turnout adjustment: -1.6%
EU voting adjustment: -1.4%
New reg/DNV admustment: -2.05%
Adjustment to Con lead: -5.05%
Since the average Con lead over most recent 10 polls is 9.5%, the 'real' Con lead = 4.45%.
However...
10/12
I have analysed this in the thread below.
Because of this, the national Con vote share is inflated by ~3% but this has no impact in the marginals.
Indeed, it damages Con in the Lab marginals
11/12
~3% of their national vote %, from the perspective of gaining seats, is an illusion.
It's just Con votes piling up in Con seats.
A 4.45% lead on polling day would be a 1% swing to Labour in Lab held seats. And a Lab minority govt
END