A sibling comment brings up a batter, and I think that's a great analogy. A good batter has a batting average of, say 0.273. Nobody is shocked when they hit the ball!
538 gave a similar chance to Trump. He hit the ball.
> While the errors were nationwide, they were spread unevenly. The more whites without college degrees were in a state, the more Trump outperformed his FiveThirtyEight polls-only adjusted polling average,1 suggesting the polls underestimated his support with that group. And the bigger the lead we forecast for Trump, the more he outperformed his polls.2 In the average state won by Trump, the polls missed by an average of 7.4 percentage points (in either direction); in Clinton states, they missed by an average of 3.7 points. It’s typical for polls to miss in states that aren’t close, though. The most important concentration of polling errors was regional: Polls understated Trump’s margin by 4 points or more in a group of Midwestern states that he was expected to mostly lose but mostly won: Iowa, Ohio, Pennsylvania, Michigan, Wisconsin and Minnesota.
If the errors had been random rather than systematic, it would have been statistically quite unlikely for Trump to have swept all of those midwestern states.
Of course, the polls themselves also acknowledge the chance of a systemic error. They're reported similar to +/- 2% 19 times out of 20. They make no claim that the 19/20 of multiple polls are not correlated.
Well, 538 model took into account historical evidence that election differences from polling averages between states are strongly correlated rather than independent; arguably, that's an effect that exists in part because such deviations are in part due to systemic errors (though the particular systemic errors may differ from cycle to cycle) in the polling, rather than pure sampling error.
But their key insight is that polling errors are often correlated, and not just statistical sampling errors that can randomly offset in either direction.
Sure, but even the worst poll-based prediction outfit isn't just aggregating poll results and using the uncertainty based on sample size to determine the probabilities of different outcomes.
Pretty much all of them are using some model derived from the past relationships of polls to election results, which will, to a greater or lesser extent, capture systemic polling error that is not unique to the current cycle in the model.
I grant you plenty of people have sufficient trouble understanding probabilities that they would mistake 86% for a lock, though.
Really, Trump won by a hair's breadth. 538 shouldn't have given him a huge chance to win- he just barely scraped through. It's a genuinely hard problem when the popular vote is very close, since the electoral college throws a huge chaos wrench into everything.,
Just because you end up in the 9/100 future doesn't mean that the "real" probability was 50%. It's weak evidence that Bob's win scenarios mostly didn't involve blowouts.
It's like barely winning a sprint against Usain Bolt: maybe he had an injury midway through. Doesn't mean that he and I were equally likely to win.
That's the information we have, and it's real, so it's much more valid than any poll which poorly samples a few thousand people.
Maybe it was a fluke result. But that's unlikely because the other Midwestern states had similar results. But a fluke in which direction? You don't know, so it's even odds in both directions.
Interestingly, in 2016 they thought Trump was more likely than the betting markets did. Betfair had him on about 22%. So if they were betting they'd have made a profit.
This year the situation has reversed. Betfair has 35% for Trump, whereas 538 has him on only 12%. So they'd be betting on Biden.
So yeah, a lot of people seem convinced that since the pre-election polling showed Trump at a disadvantage last time, we'll see an identical surprise victory this time. I personally think that makes as much sense as leaving your umbrella at home on a day with a 75% chance of rain because the last time there was a similar forecast, no rain fell.
I get that 538 is an HN favorite, but they are too damn politically biased for their own good.
1) https://fivethirtyeight.com/features/how-i-acted-like-a-pund...
I don't see where you've said anything that comes close to supporting such a strong assertion.
2016 was FiveThirtyEight's third time forecasting a presidential election. Getting one of those three "wrong" when they gave themselves slightly less than one in three chances of getting the 2016 election "wrong" doesn't seem at all surprising. It sounds like you're demanding that FiveThirtyEight make their forecasts deliberately underconfident but still expecting them to call the correct winner every time.
How was that problematic?
https://projects.fivethirtyeight.com/2016-election-forecast/