National polls
Start with the generic ballot polls since
January 2025, which ask which party voters want in Congress. Each poll \(y_i\)
measures the national mood \(\eta_t\) in the week it was taken. Bubbles are sized
by sample; hover for details, or click one to open it.
The national mood
Before any polls, the model assumes only that the mood drifts from week to week.
The fit puts the drift at about points a week. So
each new poll nudges the estimate, and older polls count for less. The line
follows the polls week by week, as a running average would. After today there are
no polls, so the range widens until election day: the mood can still drift.
Sampling error, and a bit more
Even a perfect poll is off by chance. Each poll's whisker is its 80% range from
sampling alone, \(v_i\), set by its sample size. The line is now the full fit.
of the polls miss it by more than their
whiskers allow, where chance alone would give 20%. Part of the excess is that
pollsters differ.
Pollster house effects
Some pollsters consistently lean one way. Comparing pollsters on the same weeks and
races shows each one's house effect \(h_p\):
among regular pollsters, leans furthest toward
Democrats () and
toward Republicans
(). Here each poll moves by its pollster's
house effect. Then of polls miss the line by
more than their whiskers, widened by a small extra spread \(\tau\)
( points for national polls). House effects
are measured against the average pollster, so a miss that every pollster shares
cannot show up here.
When every poll misses together
That shared miss is real. Each bar is how far the average late poll missed in one
election, from FiveThirtyEight's archive of polls since 1998. The biggest, in
, overstated
by
points.
No amount of polling can reveal this miss, so it is not in the fit. Instead, each
simulated election adds a national miss \(\varepsilon\), drawn so that 80% of the
time it is within ± points (shaded), as
of these elections were.
The national mood, with the miss
Back to the national mood. Adding the national miss \(\varepsilon\) to the fit's
own uncertainty widens its range: in 80% of simulated elections the national vote
lands between and
. Every race carries this same miss.
From the nation to one race
Each race leans away from the national mood by \(\lambda_r\). Before its own
polls, the best guess for that lean is the race's Cook PVI, plus
points for an incumbent running again. Take
the race: its PVI of
moves
the national mood's line to where the race
should land.
The next steps turn to how wrong that guess could be.
Local uncertainty, part 1: the race itself
How good is the PVI guess? Against the 2022 and 2024 results, 80% of races landed
within points of it for the House,
for the Senate and
for governor.
This is uncertainty about the race itself: its candidates, its local issues. It is
exactly what a race's own polls can reveal.
Local uncertainty, part 2: the race's polls
A race's polls can also all be wrong together, beyond the national miss: a likely
voter screen that is off in one state, say. Comparing the late polls of
past races with their results, and setting aside
each year's national miss and the polls' own sampling error, the polls of a race
missed by less than points 80% of the time.
That is \(\delta_r\), part of it shared statewide.
This is uncertainty about the polls, not the race. More polls of the same race do
not shrink it, because they all share it.
The race after its polls
Back to . The faded band is its PVI guess with
the range from part 1. Its polls measure the
same national mood plus the race's lean and its shared miss,
\(\eta_t + \lambda_r + \delta_r\), with the same house effects.
The fit weighs the two kinds of local uncertainty: the race may really differ from
its PVI guess (part 1), but its polls may all be off together (part 2). So it lands
between the guess and the polls, with a range that stays wide however many polls
there are.
Every race poll also measures the national mood, so race polls inform the national
line too, and national polls move every race.
All at once
The real model does not go step by step: it fits every piece to every poll at the
same time. Each line is one draw of all the unknowns together, kept in proportion
to how well it explains all polls. Past today the
mood keeps drifting at its fitted pace. The highlighted draw moves every race
together, because they share the national mood.
Here each line is also shifted up or down by its draw's national miss
\(\varepsilon\), so the lines spread wider than the polls do: that is the miss the
polls cannot see. Where a line ends on Nov 3 is one simulated election, and the
histogram counts each one's House seats. Shown are
of the fit's
draws and
of its
races; over every draw, Democrats win the House
of the time.