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Simon Jackman

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Skewed Polls Nonsense

Posted: 09/28/2012 2:22 pm

It has been largely one-way traffic in national and battleground state polling in the last several weeks. My model-based poll average puts Obama's lead over Romney at just over four percentage points, nationally. Indiana looks like the only 2008 Obama state that is an "almost sure" loss for Obama at this stage. North Carolina and Virginia remain interesting. States considered must-wins such as Ohio and Florida look increasingly safe for Obama; indeed, Ohio and perhaps even Florida too could even be bucking the national trend, swinging towards Obama relative to his vote share in the 2008 election.

Set against this context, it is not unreasonable to ask if the polls could be wrong. But based on the evidence, it would be unreasonable to conclude that the polls are giving us a qualitatively incorrect impression of how the election is shaping up.

To be sure, different pollsters will generate different estimates of the same quantity of interest. Even with large samples (such that sampling error is driven close to zero), we'd see differences across pollsters due to differences in methodology, question wording, question order, response formats, etc.

Current estimates of house effects for the more prolific pollsters in the Pollster data base are shown below, in the form of a "caterpillar plot." Each plotted point is our best guess of the house effect of the indicated pollster; the horizontal lines cover a 95 percent credible interval or MOE. For pollsters that appear more often in the data (e.g., Rasmussen) and/or report bigger sample sizes, we're able to estimate the house effect more precisely.

2012-09-28-delta.png


The house effects are estimated subject to a "zero on average" constraint. That is, we assume that averaged across the polling industry, the polls "get it right." This is perhaps a little unsatisfying, but unavoidable. There just isn't a known, objective, truth against which to calibrate our modeling. Put differently, we're trying to estimate an unobserved level of voter support at the same time as as we're trying to estimate house effects. Assumptions of some kind are required.

One consequence is that we're not able to directly test the assertion that the polls are collectively biased towards one candidate or the other, at least not until the actual election occurs.

What we can do is assess biases of pollsters relative to one another. There is no "smoking gun" when we examine these relative house effects. As the figure makes clear, there are some big pro-Obama house effects out there, particularly before pollsters started using likely voter filters.

PPP and SurveyUSA were generating RV two-party voting intention estimates were too favorable to Obama, by just over a percentage point; that has dropped a little since they shifted to filtering for likely voters.

Rasmussen's house effect is precisely estimated because they contribute so many polls to the data set; relative to the industry-average, Rasmussen runs about 1.3 points in a pro-Romney direction, on average (less than what many observers think). Gravis, Purple Strategies, Mason-Dixon and ARG also generate numbers that run in pro-Romney direction, with the Gravis house effect particularly large (about 2 percentage points on average). Gallup's RV numbers are close to the middle of the pack, as are Shaw, Anderson Robbins LV (or RV, for that matter), We Ask America and YouGov.

These house effects simply don't suggest that something is vastly wrong this year. Rasmussen's numbers are more pro-Romney than the industry-wide norm. But only by a point or so.

So try this. Momentarily assume that "Rasmussen is truth." Then the rest of the industry is pro-Obama by a little over a percentage point. Then give back a point or so on every poll you've seen over the last couple of weeks. North Carolina might flip back into lean-Romney, and Virginia back to toss-up.

But the big picture remains unchanged. Obama's leading comfortably. That is hard for some to accept. There just isn't enough bias in the polls to change that conclusion. The "polls are skewed" take on this campaign is a fantasy.

Bill McInturff and Peter Hart conduct polling for NBC and The Wall Street Journal. ORC conducts polling for CNN. Anderson Robbins Research and Shaw & Company Research conduct polling for Fox News.

 

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It has been largely one-way traffic in national and battleground state polling in the last several weeks. My model-based poll average puts Obama's lead over Romney at just over four percentage points...
It has been largely one-way traffic in national and battleground state polling in the last several weeks. My model-based poll average puts Obama's lead over Romney at just over four percentage points...
 
 
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Harbinger08
You have the right to remain silent
01:22 PM on 10/01/2012
No one who has already decided to vote Republican is going to bother to read that. But they will come here and argue against it anyway.
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Bart DePalma
Bart DePalma
05:22 PM on 09/30/2012
"The house effects are estimated subject to a "zero on average" constraint. That is, we assume that averaged across the polling industry, the polls "get it right.""

If you are testing whether the vast majority of media polls with moderate to massive overcounts of Democrats and especially undercounts of Republicans compared to historical voting patterns are skewed, you cannot assume that the polling industry average is correct. This is also the fundamental error in Nate Silver's modeling.
01:19 PM on 10/01/2012
"If you are testing whether the vast majority of media polls with moderate to massive overcounts of Democrats and especially undercounts of Republicans compared to historical voting patterns are skewed, you cannot assume that the polling industry average is correct."

Please read the gallup article on party affiliation with regards to polls. This happens every election when one candidate is ahead. In 2004, it was the Democrats who were crying partisan bias when polls showed Kerry behind.

First, party affiliation is different from party registration. The wording might be different from poll to poll, but the question is always along the lines of "what party, if any, do you identify yourself with?" Rarely, if ever, is the question "are you a registered democrat, republican or neither?" The answer to the first question is more nebulous and correlates strongly with the candidate the respondent is supporting. i.e. a registered republican would say he is a democrat if he is supporting Obama, and vice-versa for a Democrat supporting Romney.

That said, polls do NOT fix the amount of Democrats and Republican in their sample. Doing so would defeat the purpose of taking a poll, as it would be akin to setting the proportion of Romney supporters to Obama supporters.

Thus, if a poll is random (or psuedo-random) and has a sufficient sample size, there won't be "over counts" or "oversampling" of self-identified Democrats or Republicans.
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godlessliberal0
blasphemy is a victimless crime...
07:30 PM on 10/02/2012
That fundamental error of Silver's produced 49 out of 50 correct predictions last go around and correctly predicted all 35 Senate races. Fail!
08:27 AM on 09/30/2012
it is frightening the direction the country is going. As damaging as this president has been to our country, it is shocking that he could have more than 20 or 30%.... I hope the next generations can save the country.
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Harbinger08
You have the right to remain silent
01:25 PM on 10/01/2012
This is not about George W. Bush. We elected a new president in 2008. Don't worry, we're going to re-elect him, and get the mess cleaned up. Sure would help if the Republicans in congress would pitch in a little, but that's okay, they can be replaced. And will be.
01:39 PM on 10/01/2012
I will exercise my right to depart. God bless you and yours.
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LESLIE CIPI
Soon, the GOP will be as obsolete as Al-Qaeda
04:22 PM on 10/01/2012
This is by far the best, most to the point post I've read all day. FANNED!!!!!!!
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Kitty Russel-Dillion
This is my story and I am sticking to it!
11:42 PM on 09/29/2012
VOTE! Whipe out the Hateful, Hawkish GOP!
09:13 PM on 09/29/2012
It must be a vast left wing conspiracy that all the polls show Romney sucking wind. At least Rush Limbaugh thinks so.
09:12 PM on 09/29/2012
Simon, long time reader, first time commenter (actually, I have commented on your "other" blog, back in the Kevin07 days, and thanx for the arb too).

I am interested in your analysis, but I don't think it adresses directly the "unskewed" criticism, that is, the claimed "oversampling" of Democrat voters.

Do you think that this is wrong, and if so, why?
07:46 PM on 09/29/2012
Complaining about the polls now sets up the we told you so when they turn away enough voters to get the results they want.
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JoannainPA
Realtor, ABR
04:27 PM on 09/29/2012
Country first?
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yoursotruly
I think, therefore I don't thwim.
03:21 PM on 09/29/2012
After all the segments of the electorate that Romney has alienated, now he is losing the Polls as well. It's no surprise to me, I know a few Polish people and they all enjoy their beer so I don't think they'd trust a man in the White House who doesn't drink.

Of course, the Polls are wrong, what do you expect from Pollacks?

I went to a Polish wedding reception once and I know Mitt would never be comfortable....what? Oh, you mean polls, not Pollacks...never mind...
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Kitty Russel-Dillion
This is my story and I am sticking to it!
11:27 PM on 09/29/2012
Tsk! Tsk! Stop it! This is hard! You want a shot at it, step into the ring!
Mitt cannot be losing. The polls are wrong. You are lucky to have him ranting and raving on national tv shooting out lies.
11:20 AM on 09/29/2012
It's still very early in this election. The first debate could be a turning point for either candidate. Here's a cool MapYourVote poll on how people are predicting it will go. Who do you think will win?
http://www.mapyourvote.com/Poll/Presidential-Debate-Win/?rf=2
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LESLIE CIPI
Soon, the GOP will be as obsolete as Al-Qaeda
04:25 PM on 10/01/2012
Obama will win hands down.

Romney has no plan so therefore he'll have an empty debate.
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Moose Luck 99
GEOENGINEERINGWATCH DOT ORG
10:41 AM on 09/29/2012
http://theulstermanreport.com/2012/09/27/why-ulstermanreport-readers-knew-the-media-polls-to-be-false/

All campaigns attempt to do this kind of thing, but nobody gets away with it as much as the Obama administration. It will prove to be a huge obstacle for whoever the GOP nominee is. And this is just the start.

These polls are fabrications intended to shape public opinion. They are not reflections of public opinion. That make sense? The poll itself will be regurgitated to other secondary media. That is how we did it over and over again in 2007 and 2008. We used the polling to work against Hillary, and then we used the same platform of tricks to use against and paralyze the McCain campaign.
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Kitty Russel-Dillion
This is my story and I am sticking to it!
11:34 PM on 09/29/2012
But why are all of the pollsters doing this? Even Fox News? Where did this conspiracy start?
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sabinrc
07:57 PM on 09/30/2012
Finally someone who makes sense!
02:03 PM on 10/02/2012
They don't do their own polls- they "commission" them from pollsters.
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hiker11
Brain needs exercise too
10:09 AM on 09/29/2012
Blah! This is Poll Hoax just like the Climate Change Hoax.

You with your pseudo intellectual, elistist, liberal bias are making me hot with anger. I need to crank up the air conditionner more.
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JoannainPA
Realtor, ABR
04:34 PM on 09/29/2012
Humm not much of a speller I see. Your in the correct party!! Congrats!!
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hiker11
Brain needs exercise too
08:47 PM on 09/29/2012
Thank you and sorry for the spelling mistakes. I usually run a spell checker on my formal documents for me. But on internet forums, I type fast and think the message is more important than typos or grammar. I understand such errors may offend the sensibility of some people. I am glad the message came through, though.
08:22 AM on 09/30/2012
that would be "you're". funny.
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Fireslayer
06:15 AM on 09/29/2012
It is hard for the corporate media to accept that Obama is going to win in a landslide, but they must keep the thing looking winnable for the Republicans to keep the affluent views and ad revenues rolling in.
05:06 AM on 09/29/2012
WOW....looks like BO has it sewn up!

You know BO, Gitmo open, drone attacks up, record Latino deportations, huge increase in warrantless surveillance, Patriot Act extended, tax cuts extended, DREAM squandered....

Who needs a Republican?
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hiker11
Brain needs exercise too
10:13 AM on 09/29/2012
If Arkansas, Louisiana, Georgia, South Carolina, Texas... had voted like CA, NY, MA or even like VA, CO with their Congressional ballots, you would need different reasons to gripe about BO.
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svBackstreets
Get up, stand up, Stand up for your rights.
12:35 AM on 09/29/2012
Republicans...... Go toward the light.