https://fivethirtyeight.com/features/the-real-story-of-2016/
https://fivethirtyeight.com/features/how-i-acted-like-a-pund...
https://fivethirtyeight.com/features/what-i-got-wrong-in-201...
https://fivethirtyeight.com/videos/what-harry-got-wrong-in-2...
I have noticed them getting a bit more defensive recently which is irritating, but I think they are honest. There's only so much "garbage in garbage out" they can compensate for. If this ends up at +74 EV, which is where it looks to be heading, it'll be "Z=-.6" prediction (not actually normally distributed, but it's the easy calculation) prediction, meaning 27% of the outcomes were more Trump. It's not great, but I appreciate them giving a realistic model.
Nate Silver still makes fun of Betting odds: https://twitter.com/NateSilver538/status/1325186985988935680
I don't see him posting how the Bettfair was way more accurate than his polls.
I also get that Nate Silver doesnt poll himself, but he aggreates polling information, assign grades and mixes it into his formula. I just have zero trust in it. It's not like we get to test his predictions often. 1 sample size every 4 years.
If I tell you that the odds of your dice roll being a 6 is only 16%, and you roll a 6, does that mean I failed to provide an accurate probability estimate?
The only way to judge the accuracy of a probabilistic model, is by quantifying the weighted error across numerous predictions. Not by looking at two yes/no outcomes. This is the exact point they are trying to get across, which you wrote off as annoying.
You do raise an interesting point about the betting markets - I too am very curious about whether they have a better track record than people like Nate Silver. Looking forward to someone analyzing their relative accuracy over a large sample of independent elections.
They also didn't seem very aware that mail votes (leaning Biden) would likely be counted after in person votes (leaning Trump), which 538 had been predicting would cause a temporary pro-Trump lean for ages.
The 538 model is explicitly based on the assumption that the state-polling errors are correlated to one another to some extent. Ie, if Trump performs better-than-expected in OH, he will likely perform better-than-expected in FL as well. This is why they rated Trump's chances as being 0.1, not 0.1^8. Given how polling works, this is exactly the right assumption to make.
Hence my earlier comment that if you want to evaluate the accuracy of 538 or any other model, you need to evaluate it across numerous different elections/events, over an extended period of time. Not a single day of elections in a single country.
The point is - 538’s input is a bunch of polls, their output is a prediction. Whether they do the polls or aggregate them is not relevant - they’re analysts whose job is to provide accurate estimates.
You can’t shift the blame on inaccurate underlying polls - Nate has time and again said, they look at many aspects in their estimates. Not just polls.
The polls did tighten at the end, but you can't just look at a snapshot (even near the end) to account for the trend. In all of these states the polls narrowed in some, but the final results were within MoE:
FL: https://www.realclearpolitics.com/epolls/2020/president/fl/f...
PA: https://www.realclearpolitics.com/epolls/2020/president/pa/p...
NV: https://www.realclearpolitics.com/epolls/2020/president/nv/n...
AZ: https://www.realclearpolitics.com/epolls/2020/president/az/a...
GA: https://www.realclearpolitics.com/epolls/2020/president/ga/g...
NC: https://www.realclearpolitics.com/epolls/2020/president/nc/n...
In Iowa the Des Moines Register poll had Trump at +7, which is within MoE, the rest were garbage: https://www.realclearpolitics.com/epolls/2020/president/ia/i...
In Ohio, none of polls were within MoE, so all of the polls there were garbage: https://www.realclearpolitics.com/epolls/2020/president/oh/o...
For the Senate I think North Carolina was wrong everywhere I looked, but 75/25 for Democratic control at 538 was the most wrong I think: https://fivethirtyeight.com/features/final-2020-senate-forec... https://www.realclearpolitics.com/epolls/2020/senate/2020_el... https://www.270towin.com/2020-senate-election/consensus-2020...
You can go state by state[1] to see which polls were more/less accurate within MoE compared to the final result and the trends in each state. 538 had a better chance of Biden winning by 400+! EVs [2], than the 306 he's likely to win with. It's this distribution that could have been better at accounting for severe polling errors in some states.
538 did do CYA posts[3], but here while bringing forward the error from 2016 in Ohio seems right, it still projects a win of 335+ EVs. Optimistic for Biden is the kind way of saying what the final 538 projection were, severely more wrong than individual polls is more accurate. If their distribution in [2] was better, I would be more willing to give them a pass.
[1] click on the state: https://www.realclearpolitics.com/epolls/2020/president/2020...
[2] "Every outcome in our simulations" https://projects.fivethirtyeight.com/2020-election-forecast/
[3] "What if polls are as wrong as 2016? Biden still wins" https://fivethirtyeight.com/features/trump-can-still-win-but... https://fivethirtyeight.com/features/im-here-to-remind-you-t...
It's not like we do elections every month to test out their probability distribution against empirical data. The distribution collapses into a binary outcome at the end.
I have a dice. I claim the distribution is of equal outcome for each side. Well...we don't get to test the dice more than once. 1 sample size does not prove that the 538's predictions were right (or wrong).
Thanks for assuming I can't do math, no way to argue with someone but I am actually pretty bad at it. :-)
As to the question of why bother, it is because bad polling is better than no polling at all. Campaigns are now multi billion dollar enterprises managing tens of thousands of temporary employees for the creation of a product that will only be sold once and in 18+ months from when they start the process. Any data is better than nothing.
The fact that the public has become obsessed with polls is probably due to the ongoing nationalization of politics.
https://statmodeling.stat.columbia.edu/2020/11/04/dont-kid-y...
https://statmodeling.stat.columbia.edu/2020/11/07/what-would...
I don't know the specifics of their model, but probably they are claiming "with these polls, the probability of this outcome is...". The polls being consistently biased doesn't tell us much about 538s model. They said Biden would almost surely win and despite a massive surprise in favour of Trump, Biden won.
And even if Biden lost, 10% upsets in presidential are expected to happen once every 10 elections like this one.
If per-state error isn't normally distributed, that's evidence of bias, or bad polling.
538 has corrections for bias already. They seem to have worked in this instance - I repeat myself but: massive surprise, Biden still president.
The existence of bias doesn't invalidate their predictions. Everyone knows that polls can be badly off target in a biased way - that isn't a new phenomenon.
When they talk about X% chance of Y being president they should be optimising to the outcome, not the margins.
Occasional flaws in polling is understandable and tolerated. But when those misses repeatedly line up the same way, and are rather sizeable, that's evidence of either systematic flaws, or outright bias.
Perhaps you shouldn't be commenting on polling then.
No!
Assuming the per-state error would be normally distributed in some neutral world is making huge assumptions about the nature of the electorate, polling, and the correlations of errors between states, you can't do that! You would specifically /not/ expect per-state error to be evenly distributed because the nature of the error would have similar impacts on similar populations and there are similar populations of people that live in different states in differing numbers.
You should review the literature about the nature of the (fairly small) polling misses that impacted the swing states and thus disproportionately the outcome in the 2016 election. You will probably find it interesting.
There are unavoidable, expected, sampling errors which are, by definition, random. That's why valid, trusted polls calculate a confidence interval instead of a single discrete result.
Other types of "errors" -- election results that repeatedly fall outside the confidence interval, or are consistently on only one side of the mean -- only arise when the poll is flawed for some reason. Maybe you relied on landlines only, maybe you spoke with too many men, or too many young people, asked bad questions, miscalculated "likely voter," whatever. Accurate, valid, trusted polls don't have these flaws, the ONLY errors are small, random, expected sampling errors.
That is what each of these statistical models did, yes. And the actual outcomes fell into these confidence intervals.
> Other types of "errors" -- election results that repeatedly fall outside the confidence interval, or are consistently on only one side of the mean -- only arise when the poll is flawed for some reason.
Or the model was inaccurate. Perhaps the priors were too specific. Perhaps the data was missing, misrecorded, not tabulated properly, who knows. Again, the results fell within the CI of most models, the problem was simply that the result fell too close to the mean for most statisticians' comfort.
- Texas: 538 said Trump +1.0, actually won by 6
- Ohio: Trump +0.4, won by 8
- Iowa: Trump +1.4, won by 8
- Florida: Trump -2.5, won by 3
- Penn.: Trump -4.6, lost by 0.5
- Nevada: Trump -4.9, lost by 2
- Wisconsin: Trump -7.9, lost by 0.6
https://en.wikipedia.org/wiki/Statewide_opinion_polling_for_...
https://www.nytimes.com/interactive/2020/11/03/us/elections/...
The models and their data are public. The 538 model predicted an 80%CI of electoral votes for Biden as: 267-419, with the CI centered around 348.49 EVs. That means that Biden had an 80% chance of landing in the above confidence interval. Things seem to be shaking out to Biden winning with 297 EVs. Notice that this falls squarely within the CI of the model, but much further from the median of the CI than expected.
So yes, the results fell within the CI.
Drilling into Florida specifically (simply because I've been playing around with Florida's data), the 538 model predicts an 80%CI of Biden winning 47.55%-54.19% of the vote. Biden lost Florida, and received 47.8% of the vote. Again, note that this is on the left side of this CI but still within it. The 538 model was correct, the actual results just resided in its left tail.
Many political handicappers had predicted that the Democrats would pick up three to 15 seats, growing their 232-to-197 majority
https://www.washingtonpost.com/politics/house-races/2020/11/...
Entering Election Day, forecasters projected Democrats would gain House seats and challenge for the Senate majority.
https://www.cnbc.com/2020/11/05/2020-election-results-democr...
Most nonpartisan handicappers had long since predicted that Democrats were very likely to win the majority on November 3. "Democrats remain the clear favorites to take back the Senate with just days to go until Election Day," wrote the Cook Political Report's Senate editor Jessica Taylor on October 29.
https://www.cnn.com/2020/11/04/politics/2020-election-senate...
While I haven't checked each and every individual state, I'm pretty sure they all fell within the CI. Tail end yes, but within the CI.
> (BTW, who uses 80%? and not 90-95%?)
... The left edge of the 80% CI shows a Biden loss. The point was 538's model was not any more confident than that about a Biden win. So yeah, not the highest confidence.
> Deny it all you want, gaslight, cover your eyes, whatever -- but clear, convincing, overwhelming evidence of a systematic flaw or bias in the underlying polls is right there in front of you.
Posting a bunch of media articles doesn't prove anything. I'm not saying there isn't systemic bias here, but your argument is simply that you wanted the polls to be more accurate and you wanted the media to write better articles about uncertainty. There's no rigorous definition of "systemic bias" here that I can even try to prove through data, all you've done is post links. You seem to be more angry at the media coverage than the actual model, but that's not the same as the model being incorrect.
Anyway I think there's no more for us to gain here by talking. Personally, I never trust the media on anything even somewhat mathematical. They can't even get pop science right, how can they get something as important as an election statistical model correct.
The CI is due to sampling error, not model error. If the error of the estimate is due to sampling error, the estimate should be randomly distributed about true value. When the estimate is consistently biased in one direction, that's modelling error, which the CI does not capture.
What does "estimate" mean here? Gelman's model is a Bayesian one, and 538 uses a Markov Chain model. In these instances, what would the "estimate" be? In a frequentist model, yes, you come up with an ML (or MAP or such) estimate, and if the ML estimate is incorrect, then there probably is an issue with the model, but neither of these models use a single estimate. Bayesian methods are all about modelling a posterior, and so the CI is "just" finding which parts of the posterior centered around the median contain the area of your CI.
I'm not saying that there isn't model error or sampling error or both. I'm just saying we don't know what caused it yet.
Yes, they do. Because (among many other reasons) humans have a choice whether or not to respond, you can't do an ideal random sample subject to only sampling error for a poll. All polls have non-sampling error on top of sampling error, it is impossible not to.
Pollsters do that for continuously, and there were definite recalibrations in the wake of 2016.
OTOH, the conditions which produce non-sampling errors aren't static, and it's impossible to reliably even measure the aggregate of non-sampling error in any particular event (because sampling error exists, and while it's statistical distribution can be computed the actual error attributable to it in a by particular event can't be, so you never no how much actual error is due to non-sampling error much less any particular source of non-sampling error.)
This is false, if you think sampling errors are "by definition random" you don't understand polling.
Which is fine, just accept that you don't and dig into the literature or move on.