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Polling aggregation in an era of high (potential) bias

From Strength in Numbers: How Polls Work + Why We Need Them

G. Elliott Morris | Oct 19 2022 | NYAAPOR

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On average, error in polls is low

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But a good aggregate needs polls with low bias,

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But a good aggregate needs polls with low bias,

especially at the state level.

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But a good aggregate needs polls with low bias,

especially at the state level.


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Problem: bias in polls has been increasing

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Problem: bias in polls has been increasing...

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... and bias is correlated across levels and states

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Solution 1: Less biased polls!

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Less biased polls

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Less biased polls

  • Election-year partisan non-response bias is present within both demographic and lagged partisan groups (party ID, past vote, approval)
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Less biased polls

  • Election-year partisan non-response bias is present within both demographic and lagged partisan groups (party ID, past vote, approval)

  • Something you cannot fix with standard weighting.

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Less biased polls

  • Election-year partisan non-response bias is present within both demographic and lagged partisan groups (party ID, past vote, approval)

  • Something you cannot fix with standard weighting.

  • So...

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Less biased polls

  • Election-year partisan non-response bias is present within both demographic and lagged partisan groups (party ID, past vote, approval)

  • Something you cannot fix with standard weighting.

  • So...

Options:

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Less biased polls

  • Election-year partisan non-response bias is present within both demographic and lagged partisan groups (party ID, past vote, approval)

  • Something you cannot fix with standard weighting.

  • So...

Options:

  1. More weighting variables (NYT)
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Less biased polls

  • Election-year partisan non-response bias is present within both demographic and lagged partisan groups (party ID, past vote, approval)

  • Something you cannot fix with standard weighting.

  • So...

Options:

  1. More weighting variables (NYT)

  2. More offline and off-phone data collection (Pew NPORS, SSRS, NORC)

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Less biased polls

  • Election-year partisan non-response bias is present within both demographic and lagged partisan groups (party ID, past vote, approval)

  • Something you cannot fix with standard weighting.

  • So...

Options:

  1. More weighting variables (NYT)

  2. More offline and off-phone data collection (Pew NPORS, SSRS, NORC)

  3. Mixed-mode samples (promising, but not yet popular among public pollsters)

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Solution 1: Less biased polls!

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Solution 1: Less biased polls!

or

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Solution 1: Less biased polls!

or

Solution 1: Less biased polls?

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"Solution" 2: Let the aggregation model debias the polls

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Case study: Economist model

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Case study: Economist model

i. Latent state-level vote shares evolve as a random walk over time

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Case study: Economist model

i. Latent state-level vote shares evolve as a random walk over time

ii. Polls are weighted by their historical error and bias

  • Based on past relationship between a pollster's lagged historical bias and performance of the aggregate
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Case study: Economist model

i. Latent state-level vote shares evolve as a random walk over time

ii. Polls are weighted by their historical error and bias

  • Based on past relationship between a pollster's lagged historical bias and performance of the aggregate

iii. Polls are observations with constant random effects to "debias" based on:

  • Pollster firm (so-called "house effects")
  • Poll mode
  • Poll population
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Case study: Economist model

i. Latent state-level vote shares evolve as a random walk over time

ii. Polls are weighted by their historical error and bias

  • Based on past relationship between a pollster's lagged historical bias and performance of the aggregate

iii. Polls are observations with constant random effects to "debias" based on:

  • Pollster firm (so-called "house effects")
  • Poll mode
  • Poll population

iv. Polls are also adjusted for potential partisan non-response

  • Each poll has a covariate for whether it weights by party registration or past vote
  • Effect is allowed to change over time
  • Adjusts for biases that remain AFTER removing the other biases
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Notable improvements!

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In 2016...

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In 2016...

... But not 2020

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In 2016...

... But not 2020

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The problem with solution 2:

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The problem with solution 2:

1. Pollsters change their methods

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The problem with solution 2:

1. Pollsters change their methods

2. Not all adjustments work

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Solution 3: Conditional forecasting!

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Solution 3: Conditional forecasting!

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Solution 3: Conditional forecasting!

- Present aggregates assuming some amount of polling bias.

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Solution 3: Conditional forecasting!

- Present aggregates assuming some amount of polling bias.

- As a way to explain to readers how bias enters the process of polling

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Solution 3: Conditional forecasting!

- Present aggregates assuming some amount of polling bias.

- As a way to explain to readers how bias enters the process of polling

- And what happens to forecasts if bias now does not follow historical distributions

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Conditional forecasting:

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Conditional forecasting:

1. Debias polls

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Conditional forecasting:

1. Debias polls

2. Rerun simulations

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2. Rerun simulations

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2. Rerun simulations

Advantage: leaves readers with a much clearer picture of possibilities for election outcomes if past patterns of bias aren't predictive of bias now (2016, 2020)

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We will see if this helps...

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Further questions:

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What if that doesn't work?

2022 a critical test: does surveys get better or stay the same — or do they get worse?

What if the DGP remains biased?

What if the quality of the average poll continues to fall?

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Can we trust polls to be precise in close elections?

If not, what are they good for?

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How Polls Work and Why We Need Them

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Thank you!

STENGTH IN NUMBERS is available now.



Website: gelliottmorris.com

Twitter: @gelliottmorris

Questions?


These slides were made using the xaringan package for R. They are available online at https://www.gelliottmorris.com/slides/

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