In July, when Biden was still in the race, undecideds were well into the double digits
Now, with idks hovering around 3-5, Trump hasn't improved his position much anywhere
And other than maybe AZ, he hasn't pushed his poll avg to anything unexpected
Ceiling = 🚩 (for Rs)
Remember when we (but no one else who does forecasts, apparently) all learned that 49-47 is better than 46-40?
Well, let's apply that lesson to poll averages
Going from 45.5 to 47.7 is less valuable than going from 47.7 to 48.7
We already knew AZ and GA would be close
All this movement means is that it probably won't be a blowout...which I don't think anyone would expect
But Trump hitting these 48 ceilings in the blue wall states, where he got 48.8, 48.7, and 47.8 in 2020 is kind of exactly what you'd expect if Harris were favored...
As a forecaster, one of the hardest things to do is to find floor and ceiling
Unlike Silver, I strongly support @MonmouthPoll/@PollsterPatrick asking questions in a novel way, because I can use this data into my forecasts...and he can't
Election Eve final analysis, pt 1 of x. See part 2 for great chart
Biden's lead is historic. Since June I've said it, and the "but TiGHTENInG" crowd has - perhaps rightfully - said uncertainty was too high to declare Biden overwhelming favorite.
Now? Ppl afraid to get hopes up.
(2/x) Here's every Battleground race, Prez and Senate, since 04 with 2020 races highlighted.
I'm going to do analysis that gets a lot deeper in pt 3 & beyond. But if you go no further, understand this:
Biden isn't just leading, he's ahead by more than ppl think (if we all vote)
(3/x) Previous version of this chart (below) included only Presidential. I wanted a bigger sample size
Since our dumb Electoral system treats National Election (President) the same as State Elections (Senate) - Popular Vote plurality by state wins - at least that's good for data
First, something I meant to post about last week re @FiveThirtyEight pollster ratings:
You see this "called correctly" line?
Calling races correctly is hard in swing states (we'd expect it to be) and many pollsters *only* do swing states
Why give incentive to poll +15 states?
I tell you all about the overlap in Sports Data and Election Data, many don't believe me. But it's like this:
If I forecasted a bunch of games with a team favored by 10 points, my expected "called correctly percentage" would be much higher than if I only forecasted close games!
What we see in the polling world is a mix:
Sure, the big pollsters poll all the swing states, but they'll also hit up the Virginias and Maines and South Carolinas of the world - sure they're not "locks" but, if you go by this metric, it's an easy way to pad stats.
The Presidential race has been relatively consistent, moving in Biden's favor as we approach the Election.
Senate has been everywhere.
Both GA seats are big time in play now. Last month ~35%. Now near coinflips.
NC was up to 70% D at one point, now 58%.
A little analysis. First off - the odds the Republicans keep the Senate (~11%) are roughly in line with odds they keep the White House plus the small chance Biden wins but Collins, Ernst, Tillis, and/or GA folks hold their seats.
Far more likely Dems pick up most of those.
Net +5 or +6 for Dems is definitely in play.
MT is a good backup for Dems if they're in a position to extend their majority.
SC, KS, and AK are not out of play!
And in case you need help sleeping:
The likelihood Amy McGrath flips KY is comparable to the chances Trump wins.
Sidenote before pt 2 (which I think is even crazier than pt 1):
Battleground states are, by definition, supposed to be close.
That doesn't always mean Tossup - it includes many lean blue or lean red states.
HOWEVER.
This is a strong piece of data to show 49%+ is DOMINANT
2/2
Not only has a candidate only ONCE lost a state since 2004 with a polling avg of 49%+, but also
Only TWICE has a candidate with a polling avg of 49%+ underperformed that poll number:
FL12Romney 49.7 --> 49.1
NV04Bush 51 --> 50.47 @FiveThirtyEight@RealClearNews@Redistrict