Election Graphs – Page 6 – presidential elections, one graph at a time

Reversion to the Mean?

Correction 2020-08-26 06:03 UTC:

As it turns out, a bug I've been fighting on the site that causes data to sometimes be randomly corrupted until I notice and fix it popped up with perfect timing for me to include some bad data in the blog post below.

Specifically, only the probabilistic view was impacted this time… it had bogus numbers for Arizona, which threw everything else off. Despite a couple of warning signs, I didn't see the problem until well after the post below. Oops.

The right numbers as of when this post was made should have been:

Trump 2σ: Biden +50
Median: Biden +148
Biden 2σ: Biden +258

This would have made the deltas: Trump +2, Trump +4, and Trump +2, respectively. Still movement toward Trump on those metrics, but significantly less than indicated below. And Biden's win odds should have remained flat at 99.9%.

The graph for the probabilistic model trend is of course also off because of the same issue.

Apologies for the error. I'm crossing my fingers that I have finally squashed this bug, or at least that I will notice and fix specific errors before making posts that include them. Thanks for understanding:

Original post from 2020-08-25 06:51 UTC:

Time for another blog update. As always, if you are impatient for one of these updates, the 2020 pages on Election Graphs are updated nearly every day as new polls come in.

The last update here was 8 days ago on August 17th.

Here are the high-level changes since then:

Model	Metric	17 Aug	25 Aug	𝚫
Categories	Trump Best Expected Biden Best	Biden +6 Biden +182 Biden +288	Biden +6 Biden +146 Biden +288	FLAT Trump +36 FLAT
Categories	Tipping Point	Biden +5.9	Biden +6.0%	Biden +0.1%
Probabilities	Trump 2σ Median Biden 2σ	Biden +52 Biden +152 Biden +260	Biden +32 Biden +128 Biden +238	Trump +20 Trump +24 Trump +22
Probabilities	Trump Win Tie Biden Win	0.1% 0.0% 99.9%	0.2% 0.1% 99.7%	+0.1% +0.1% -0.2%

This week's TL;DR: While Biden is still significantly ahead, and his tipping point even improves slightly, Trump is losing by a smaller margin than he was last week.

There was only one significant category change this week. It was Ohio:

Ohio had moved into "Weak Biden" territory in mid-July. But this week it moves back to "Weak Trump".

Either way, the state is close. This move is from just barely Biden, to just barely Trump. It is really too close to call.

Trump's lead in the average is currently 0.2%. Given the historical results on Election Graphs averages from 2008 to 2016, that translates into a 56.1% chance of a Trump win and a 43.9% chance of a Biden win.

But the categorization view of things doesn't care about that. It just shows Ohio's 18 electoral votes moving from the Biden column to the Trump column, which means Biden's expected margin drops 36 EV from 182 to 146.

The change in the expected case can be seen above. After a peak for Biden in July, the expected case is back in the range it has usually been in over the last 6 months.

Before we look at the probabilistic views, here are the no-commentary views of all of the other close states (and congressional districts that give electoral votes):

Putting all of this together into our probabilistic model, you get this trend:

Looking at the center median line, where half the simulated election results were better for Biden, and half were better for Trump, Biden's most recent peak was a 180 electoral vote margin on July 31st. Biden's lead in that case is now down to only a 128 EV margin. This is down another 24 from last week.

Clearly the recent movement has been in Trump's favor. Biden's lead is still substantial though. And unlike the categorization view, it is still stronger than it was in the spring. But Trump has clearly bounced back from his July lows.

Other averages, such as Trump's approval ratings, or Trump vs Biden national polling have followed similar patterns. Namely, after a low point for Trump in June or July, the averages have reverted to more typical numbers.

As the campaigns go into high gear, the question is if the race will stay within the basic range we have seen so far this year, or if one or the other of the candidates will be able to break out.

My simulations still have Biden at a 99.7% chance to win if the election was today. (The election is not today.)

This is a very asymmetric situation. Trump needs to move things significantly in his direction to win. Biden just needs to hold his current lead. If Biden actually improves his situation, it doesn't change the outcome, it just increases Biden's margin.

Biden's tipping point lead is now 6.0%. This number represents how much polls would have to change nationally to flip the winner if the change was uniform across all states.

The RCP average of national polls is currently at a 7.6% Biden lead. This implies that the structure of the electoral college is currently giving Trump a 1.6% head start, which is unchanged from last week.

The spectrum of states where the margin is less than 10% now looks like this:

As was the case last week, in order to win Trump needs to win ALL of the close states… plus Pennsylvania.

Now comparing to this time in 2016:

<71 Days Out>	2016	2020
Expected Case	Clinton by 144	Biden by 146
Tipping Point	Clinton by 3.4%	Biden by 6.0%

Biden is doing very slightly better than Clinton was in the "Expected Case" 71 days before the election but is doing considerably better with the tipping point.

The best Clinton saw in the Expected Case in the last 71 days was a 154 electoral vote margin in October. Biden is currently weaker than that.

Clinton's best Tipping Point in the last 71 days was 6.0% though. Biden currently matches that. But it is key to remember that Clinton's 6.0% tipping point maximum was in October, and it completely evaporated in the last month before the election.

Things can and do change based on breaking news. Biden is way ahead at the moment. If the election was today, Biden would almost certainly win.

But there are 70.7 days left to go.

The map below is where things stand today, but there WILL be more ups and downs before the end. Keep watching!

For more information:

This post is an update based on the data on the Election Graphs Electoral College 2020 page. Election Graphs tracks a poll-based estimate of the Electoral College. The charts, graphs, and maps in the post above are all as of the time of this post. Click through on any image for current interactive versions of the chart, along with additional details.

Follow @ElectionGraphs on Twitter or Election Graphs on Facebook to see announcements of updates. For those interested in individual poll updates, follow @ElecCollPolls on Twitter for all the polls as I add them. If you find the information in these posts informative or useful, please consider visiting the donation page.

Summer Doldrums

Time for another update for the blog. As always, if you are impatient for one of these updates, the 2020 pages on Election Graphs are updated nearly every day as new polls come in.

The last blog update was 8 days ago on August 9th.

Here are the high-level changes since then:

Model	Metric	9 Aug	17 Aug	𝚫
Categories	Trump Best Expected Biden Best	Trump +34 Biden +180 Biden +288	Biden +6 Biden +182 Biden +288	Biden +40 Biden +2 FLAT
Categories	Tipping Point	Biden +4.2	Biden +5.9%	Biden +1.7%
Probabilities	Trump 2σ Median Biden 2σ	Biden +50 Biden +154 Biden +264	Biden +52 Biden +152 Biden +260	Biden +2 Trump +2 Trump +4
Probabilities	Trump Win Tie Biden Win	0.1% 0.0% 99.9%	0.1% 0.0% 99.9%	FLAT FLAT FLAT

The bottom line here is there is not much net change. If you had to pick a winner, Biden is a bit better off than when we made our last post. But really, things haven't moved all that much.

Let's start with the states that actually moved in or out of the "Weak Biden" and "Weak Trump" categories in our categorization view.

There were three:

After a brief foray into "Weak Biden" territory, Biden's lead in Pennsylvania increased once again to over 5%, moving the state to our "Strong Biden" category, and removing winning Pennsylvania from what we call Trump's "best case".

With this Trump's best case margin drops 40 electoral votes from a 34 electoral vote win to a 6 electoral vote loss.

As of our last update, Georgia had moved from just barely Biden to just barely Trump. It didn't last long. Georgia is now once again just barely Biden. "Just barely" is critical here of course. It is really just too close to call.

North Carolina had been in the "Weak Biden" category since June, but Trump has led the latest batch of polls and thus has pulled North Carolina back to his side of the line. Narrowly. Once again, the truth is the state is too close to call.

With the Georgia move, Biden's margin increased by 32 electoral votes. But the North Carolina move took away 30 of that. So the net change is a 2 electoral vote improvement for Biden in the "expected case" where every candidate wins exactly the list of states they lead in the Election Graphs averages.

The change in the expected case and in Trump's best case can be seen in the chart above.

Before we look at the probabilistic views, here is a quick no-commentary rundown of all of the other close states (and congressional districts that give electoral votes):

Putting all of this together into our probabilistic model, you get this trend:

Looking at the center median line, where half the simulated election results were better for Biden, and half were better for Trump, Biden's most recent peak was a 180 electoral vote margin on July 31st. Since then he has slipped down to a 152 electoral vote margin. So the recent movement has been against Biden.

Maybe this trend will continue. Or maybe things will bounce back in Biden's direction again. In this view, it now looks like things have been staying within a fairly narrow band since the end of June. But we're now at the upper end of that band. Trump may break out.

Conventional wisdom is that there are "convention bounces". And we are about to enter two weeks of political conventions. But this year the conventions are essentially back to back. So if there are such bounces, the Trump bounce may just cancel out the Biden bounce too quickly to even be measured reliably in state-level views such as we have on Election Graphs.

The conventions do however tend to be the point at which both campaigns go into overdrive and non-political folks finally start paying attention to the race. So it would not be surprising to have significant events that move the needle.

As usual, we'll just have to wait and see.

My simulations still have Biden at a 99.9% chance to win. This graph has been quite boring for some time now because Biden has the blue pegged up against the 100% line.

As always, the important caveat that this is if the election was today, which it is not.

There is time for this to change. So how secure is the Biden lead?

Biden's tipping point lead had dropped down to 4.6%, but it has rebounded to 5.9%. This number basically represents how much polls would have to change nationally to flip the winner if the change was uniform across all states.

By comparison, the RCP average of national polls is currently at a 7.5% Biden lead. So it would take a 7.5% move for Trump to win the popular vote, but only a 5.9% move for Trump to win the electoral college. This implies that the structure of the electoral college is currently giving Trump a 1.6% head start.

It is tempting to concentrate on the states that are currently closest. At the moment that would be Iowa, Maine CD2, North Carolina, Ohio, and Texas. But at the moment if Biden won those states it would just be gravy on top of a win that had already been secured. And if Trump won those states, it would not be enough to win the election.

The battle for winning the election is around the tipping point. You want to be as far ahead as possible in the states near the tipping point. That is how you secure the win, and that is generally where most efforts should be concentrated.

Right now, Pennsylvania is the tipping point. Adding in the two states on either side, you bring in Michigan, Wisconsin, Nevada, and Florida.

This is part of why you see tons of polls in Pennsylvania, Michigan, and Wisconsin even though none of those are particularly close at the moment. And of course, Florida, since it is not that far off from the tipping point, AND it is close at the moment.

It does not however explain why there have only been five polls in Nevada in the LAST YEAR. Come on people! Can we get some polls in Nevada?

Anyway… you can see how the tipping point fits in with all the other states in the current spectrum of the states in contention:

So yeah. As with 2016, watching Michigan, Wisconsin, and Pennsylvania makes sense.

Arizona? Georgia? Ohio? Iowa? North Carolina? Texas?

Those are "stretch goals" for Biden. Great as a bonus, but he needs to concentrate on the bread and butter first.

By contrast, Trump NEEDS all those states… plus some. At the moment Trump can once again win ALL of the close states and still fall slightly short. He needs to also bring Pennsylvania back into the fold to win.

How do the metrics compare to where things were at this time in 2016?

<79 Days Out>	2016	2020
Expected Case	Clinton by 86	Biden by 182
Tipping Point	Clinton by 3.0%	Biden by 5.9%

By both metrics, Biden is doing significantly better than Clinton was at the same point in the race four years ago.

The best Clinton saw in the Expected Case in the last 79 days was a 178 electoral vote margin near the end of August. Biden is slightly ahead of that mark as well.

Clinton's best Tipping Point in the last 79 days was 6.0% though, which she didn't hit until October. Biden is below that level, and that 6.0% tipping point lead disappeared in less than a month in 2016.

So that serves as the usual warning of how quickly things can change.

Finally, the current map:

78.7 days until polls start to close on election night, and the conventions are about to begin. The race is about to go into overdrive. Buckle up!

For more information:

Trump Narrows The Gap

I am overdue for another update. The 2020 pages on Election Graphs are updated nearly every day as new polls come in. So you can always see the current status there for yourself in between these posts. But here comes another blog post…

Since the last update on July 24th, there have been new state polls in Pennsylvania (x8), Arizona (x7), Florida (x7), Michigan (x10), Ohio (x5), North Carolina (x9), South Carolina (x4), Minnesota (x5), Colorado (x3), Georgia (x5), Texas (x4), Virginia (x3), Wisconsin (x9), New Jersey, Massachusetts, Alaska, Iowa (x5), Maine All (x4), Montana (x2), Maine CD1 (x2), Maine CD2 (x2), Washington, New Hampshire (x3), California, Alabama, Kentucky (x4), Hawaii, Indiana, Oklahoma, Utah, and Kansas.

That's 31 out of the 56 entities that allocate electoral votes in only 16 days. That's more than half. Given that, I'm going to stop calling out the states with polls each update. In short, the answer from now until the election is always going to be "a lot of them", and "multiple polls for all the close states".

It has been 16 days, how much has changed?

First the summary table of changes:

Model	Metric	24 Jul	9 Aug	𝚫
Categories	Trump Best Expected Biden Best	Biden +36 Biden +168 Biden +288	Trump +34 Biden +180 Biden +288	Trump +70 Biden +12 FLAT
Categories	Tipping Point	Biden +6.5	Biden +4.2%	Trump +2.3%
Probabilities	Trump 2σ Median Biden 2σ	Biden +80 Biden +168 Biden +272	Biden +50 Biden +154 Biden +264	Trump +30 Trump +14 Trump +8
Probabilities	Trump Win Tie Biden Win	0.0% 0.0% 100.0%	0.1% 0.0% 99.9%	+0.1% FLAT -0.1%

So compared to 16 days ago, what is the TL;DR summary?

Biden still leads by a large margin and actually improves his margin in the "everybody wins every state where they lead the average" expected case metric, but overall Trump has managed to reduce Biden's margin in a number of states, thus increasing the likelihood he might steal those states back and strengthening his position. And if he managed to flip ALL the close states, he could once again pull off a narrow win.

Now some of the charts, starting with the categorization view:

We can see that while Biden improved his expected case, Trump's best case has improved significantly.

So which specific states changed?

First, it was Iowa that moved from barely Trump to barely Biden, improving Biden's margin in the case where each candidate wins every state where they lead the average. But Biden leads Iowa by only 0.2%. And it looks pretty likely that the lead is due to a single outlier poll that showed a 6% Biden lead. So far no other polls indicate a Biden lead of that magnitude. So it would not be surprising at all to see Iowa slip back to the Trump side with the next poll, or at least when that outlier slips out of the average.

But then there is Florida. Biden's substantial lead in Florida has slipped significantly. He still leads, but no longer by huge margins. In our average Biden now only leads Florida by 3.0%. If the election was today, we estimate that translates into a 73.8% chance that Biden would win the state. But we actually have 86 days until the election, and there is plenty of room for this to move further.

The substantial swings here over June and July indicate that as polarized as things tend to be these days, there is still a non-trivial group of voters who have shown they can change their minds over time. In this case, they moved away from Trump for a while, but seem to be coming home again, once again putting Florida within Trump's reach.

Much the same pattern has played out in Pennsylvania. Biden built a substantial lead in June, but over the course of July, it faded quite a bit. Biden still leads Trump by 4.2% in Pennsylvania, translating into an 84.9% chance of winning the state in our model if the election was today. But that is significantly less certain than the 98.8% we had at Biden's peak.

Given Florida's 29 electoral votes and Pennsylvania's 20 electoral votes, together these states can change the margin by a massive 98 electoral votes.

Having these two states close enough to be in play is critical to Trump. At the moment, he is still behind, but close enough that it is easy to imagine scenarios where Trump could come back from behind and win them.

Not all of the movement was bad for Biden.

In Wisconsin, at the time of the last update, Wisconsin had flipped from "Strong Biden" down to "Weak Biden". But that didn't last long, and Wisconsin is once again a strong enough Biden state that we don't include it in Trump's best case. (At an 8.6% lead, our odds estimate is a 99.1% chance of a Biden win if the election was today.)

New Hampshire also moves out of Trump's reach with Biden leading the average by 7.8%, which would be a 98.6% chance of a win if the election was today.

But Wisconsin and New Hampshire are only 14 electoral votes, compared to 49 electoral votes for Florida and Pennsylvania. So the net change is 35 electoral votes in reach for Trump that were not when we did the last blog post, meaning a 70 electoral vote increase in Trump's best case.

So, now to dash through the "weak" states that are in play that didn't switch broad categories this time around, in order by the number of electoral votes:

When you mash all of these movements together into our probabilistic model that doesn't just say that since one candidate is ahead in a state they are going to win it, but instead simulates many possible election results recognizing that close states can go either way, you get these trends:

Roughly speaking, the darker the color, the more likely the final margin will be in that range.

Looking at the center median line, where half the simulated election results were better for Biden, and half were better for Trump, Biden's most recent peak was a 180 electoral vote margin on July 17th. Since then he has slipped down to a 154 electoral vote margin.

All of the other bands have moved toward Trump as well, each to a differing degree. The moves aren't as dramatic as the categorization view shows, but there has been a steady deterioration for Biden since that peak.

June and the first half of July were a constant stream of bad news for Trump, and his position in election polls reflected that. Since then things have slowly been moving back in his direction.

To be absolutely clear, Biden still has a huge advantage. But less so than he did a few weeks ago.

It is still too small to see directly on the chart, but Biden's chances of winning when we did our last update rounded to 100.0% (it was actually 99.9931% in our simulation), and now they round to 99.9% (it is actually 99.9265% in our current simulation).

So that is still substantial, even if it is less than it was.

But that is if the election was today.

How vulnerable is that lead?

Biden's tipping point lead peaked at 7.3%. It is down to 4.2%. That's a 3.1% decline in a little over a month. If that trend continued, in another month Biden would still have a lead, but it would be quite tenuous.

That is not a prediction. It seems more likely that if Biden's spike in June was just an aberration and things are returning to the mean, that the tipping point will settle out between a 2% and 4% Biden lead.

But that is the level of lead that might just be a systematic polling error. Or that could be erased by a major event in the last few days of the campaign, too late to be measured by the polls.

So how does this look compared to 2016?

<86 Days Out>	2016	2020
Expected Case	Clinton by 164	Biden by 180
Tipping Point	Clinton by 6.0%	Biden by 4.2%

So Biden is ahead of Clinton at this same point in time in terms of expected margins if all the states fell where their polls indicated. But Clinton's lead was actually a bit more secure than Biden's is right now, and of course, it slipped away before the end.

If the election was today, Biden would almost certainly win. But his lead is somewhat precarious. If 2% or 3% of people change their minds from Biden to Trump in a few critical states, Trump takes the lead.

Now the spectrum of battleground states :

Here is what it looked like in our last update:

And here it is today:

Out of the close ("weak") states, Biden only has to hold Arizona and Pennsylvania. He can afford to lose all the rest and still win.

But we're once again in a position where with a sweep of all the close states, Trump could win.

Finally, the current map:

86.0 days until polls start to close on election night. Stay tuned!

For more information:

Biden Plateau?

It has been too long since my last update. Oops.

Given that, I'll start with a reminder that while I only do these blog posts occasionally, the 2020 pages on Election Graphs are updated nearly every day as new polls come in. So you can always see the current status there for yourself.

In any case, since the last update on July 1st, there have been new state polls in Arizona (x9), Florida (x7), Michigan (x7), North Carolina (x6), Pennsylvania (x7), Wisconsin (x4), Colorado, Montana (x4), Texas (x7), Maine, Alaska (x2), Alabama, Iowa (x2), Georgia (x4), Missouri, Nebraska CD2, Kentucky (x4), South Carolina, Ohio, and Minnesota.

Yeah. Like I said. Too long since the last update.

Last time around, Trump was collapsing. Over three weeks later, where are we now?

As usual, let's start with the summary table of changes, then get into the graphs:

Model	Metric	1 Jul	24 Jul	𝚫
Categories	Trump Best Expected Biden Best	Biden +56 Biden +162 Biden +288	Biden +36 Biden +168 Biden +288	Trump +20 Biden +6 FLAT
Categories	Tipping Point	Biden +7.3	Biden +6.5%	Trump +0.8%
Probabilities	Trump 2σ Median Biden 2σ	Biden +82 Biden +158 Biden +262	Biden +80 Biden +168 Biden +272	Trump +2 Biden +10 Biden +10
Probabilities	Trump Win Tie Biden Win	0.0% 0.0% 100.0%	0.0% 0.0% 100.0%	FLAT FLAT FLAT

So compared to 23 days ago, we've got a mixed bag. Some metrics move toward Trump, some move toward Biden.

If I had to characterize the whole thing at once, I'd say Biden has improved his "right now" position a bit, but it is slightly more precarious than it was, and movement has slowed. Things seem to have plateaued the last couple of weeks.

At least in the probabilistic view. The categorization view is more volatile.

For instance, this update would have looked significantly different a week ago in the categorization view. Things looked much better for Biden a week ago, but they have swung back since then.

You can see that clearly on the chart:

That giant dip in the expected cases is caused by Georgia, Texas, and Ohio all flipping from just barely Trump, to just barely Biden, but then Georgia and Texas flipping back again.

In the categorization view, the difference between "just barely Biden" and "just barely Trump" is massive, as the state immediately changes sides. But in reality, either way, you have a tossup situation.

The probabilistic view accounts for that, and we'll look at that view shortly.

But first, let's look first at all the states that moved in or out of our "Weak Trump" and "Weak Biden" categories since the last post.

In order from biggest to smallest:

Texas is, of course, a huge electoral vote prize. The hope of a blue Texas completely changing the political map is once again tantalizing Democrats as it seems like it could be in reach. Our polling average briefly dipped into the blue before reverting to the red side of the centerline.

The bottom line here at the moment is just that Texas is very much a battleground state. As of this update, in the Election Graphs averages, Texas is the closest state of them all, with Trump leading by only 0.3%.

Florida, on the other hand, is not a close state at the moment, even though it famously often has been. For a very brief moment in the last few weeks, Biden's lead in Florida fell below 5%. But then subsequent polls drove Biden to his biggest lead in Florida yet, with an 8.4% margin over Trump.

Ohio continues to be more sparsely polled than you would think it would be, so the average isn't as responsive to events. But with the latest poll, the average flips from the Trump side to the Biden side.

Either way, Ohio is a close state and very much in play.

Georgia is another super close state. Since the last blog post, Georgia has flipped from Biden to Trump, back to Biden, then back to Trump yet again as new polls came in.

Just looking at the states we have flagged as "super close" so far… Texas, Ohio, and Georgia… tells you quite a lot about the race. If these three states are the close states, the Republican is in deep trouble.

After a lot of polls in June showing Biden with 10%+ leads in Michigan, more recent polls caused Biden to drop below a 5% lead in the average… for a little bit… before new polls showed Biden's lead increasing again.

Biden's lead is nowhere near as strong as it was in mid-June, but it is still a very strong lead.

Wisconsin exhibits a similar pattern. A big move toward Biden, which has subsequently receded, still leaving Biden with a lead, but a much less substantial one than he had.

In Wisconsin's case, at the moment, Biden's lead is still under 5%, which means we consider it to be a state that Trump could steal under the right conditions, so this movement is responsible for the 20 electoral vote improvement to Trump's best case margin.

Along with Maine, Nebraska is one of the two states that award some of their electoral votes by congressional district. Polls for the two congressional districts in Maine and the three in Nebraska tend to be rare. But we now have two for Nebraska's 2nd congressional district.

The five poll average still includes the 2008-2016 election results as a baseline as well as the two actual 2020 polls. But both of the new polls show a substantial Biden lead, which is enough to pull the district into "Weak Biden" territory for the moment. If future polls back up the first two, this may end up as a Strong Biden electoral vote before we are done.

In addition to the states above that changed categories, we have some intra-category movement with these close states:

There is a decent amount of range between the best polls for Biden and the best polls for Trump in North Carolina. The poll average itself has bounced around quite a bit too.

But, in the last year, aside from a short time in May, polling has consistently had North Carolina in the "Weak Biden" category, even when other states have been swinging dramatically in one direction or the other.

Arizona had a bit longer foray over to the Trump side from late January to early March, but since then, Biden has maintained a small but steady lead.

And finally, Iowa, which has been "Weak Trump" since December, but where Biden has been gaining on Trump since late April.

With all of these changes together, the probabilistic model produces a view that recognizes that "just barely Trump" and "just barely Biden" are both tossups, rather than immediately classifying a state on one side or the other. We run about a million simulations based on the current polling, and an analysis of the 2008-2016 polling average accuracy here on Election Graphs, and get this…

The big move toward Biden and back caused by Texas and Georgia is not evident here like it is in the categorization model.

Instead, in the median case, we see the rapid movement toward Biden in the first half of June, a slower movement toward Biden through about the July 4th holiday, and then things being stable since then. This is our plateau.

In addition, for the lines showing the top of our 2σ (95.45% chance) and 3σ (99.73% chance) probability bands, you can see Trump improving at the end of June, but losing most of that gain over the following few weeks. This represents Trump's temporary improvement in Weak Biden states, which then slipped away again.

In terms of Biden's chances of winning if the election was held today (which it is not!), the odds are still pegged at a number which rounds to 100%. But if you look at the unrounded number, it is 99.9931%, which is not quite as good as the 99.9977% in the last blog post.

The risk for Biden would not be in the odds if the election were held today. At the moment, Biden has a very strong lead, large enough that we wouldn't expect a different outcome due to systematic polling error or anything like that. No, the risk is that there are still 102 days until election results start coming in, and there is time for the situation to change.

Which brings us to the tipping point, which measures just how much things have to change to flip the winner.

Last time we noted the movement from Biden by 2.7% to Biden by 7.3% in less than two weeks. Since then, Trump improved in this metric to only losing to Biden by 4.8% in the tipping-point state but then slipped again, now losing by 6.5%.

The thing that this chart helps us remember is how fast things can change with the right events in the news. If Biden can gain 4.6% in two weeks, then given the right combination of events, he could lose 4.6% in a similar period. If that were to happen, he would only be ahead by 1.9% in the tipping point state… just barely better than the 1.6% lead Clinton had in the tipping point on Election Eve 2016, so clearly within the realm that things could go the other way.

But that isn't where things are today. Today Biden has a huge lead. The question is if he keeps it over the next 102 days.

As we have in the last couple of posts, let's make a quick comparison of where Biden is today and where Clinton was at the same point in 2016.

<102 Days Out>	2016	2020
Expected Case	Clinton by 144	Biden by 168
Tipping Point	Clinton by 2.8%	Biden by 6.5%

Biden continues to be significantly stronger than Clinton was.

Now a quick look at the spectrum of states that are either actively in play, or could be if there is a significant movement toward one candidate or the other:

Here is what it looked like in our last update:

And here is how it looks today:

Fundamentally, while at the moment Biden can win without ANY of the close states, at the same time there are a LOT of "Weak Biden" states that are stealable by Trump with a relatively small move in the polls, so it wouldn't take a lot to change this picture dramatically.

Finally, the current map:

102.0 days until polls start to close on election night. Stay tuned!

For more information:

Trump Collapsing?

Since the last update on June 18th, there have been new state polls in Utah, Kentucky, New Hampshire, North Carolina (x5), Minnesota, Alabama, Michigan (x3), Wisconsin (x5), Texas (x2), Ohio, Pennsylvania (x3), Florida (x2), Arizona, Georgia (x2), Missouri, and New York.

In our last update, we noted that while national polls were moving rapidly against Trump, the story with state polls was more complicated.

Not this time. With very few exceptions, these polls have been bad for Trump. State polls have caught up with the national polls, and this time around we see a dramatic move away from Trump and toward Biden across metrics.

As usual, let's start with the summary table of changes, then get into the graphs:

Model	Metric	18 Jun	1 Jul	𝚫
Categories	Trump Best Expected Biden Best	Trump +42 Biden +130 Biden +288	Biden +56 Biden +162 Biden +288	Biden +98 Biden +32 FLAT
Categories	Tipping Point	Biden +4.8	Biden +7.3%	Biden +2.5%
Probabilities	Trump 2σ Median Biden 2σ	Biden +32 Biden +132 Biden +242	Biden +82 Biden +158 Biden +262	Biden +50 Biden +26 Biden +20
Probabilities	Trump Win Tie Biden Win	0.3% 0.1% 99.6%	0.0% 0.0% 100.0%	-0.3% -0.1% +0.4%

Not a single one of our national metrics moved toward Trump this time.

Let's start by looking at the states that moved in or out of the "Weak Biden" and "Weak Trump" categories that our categorization model thinks could go either way since the margin is less than 5%.

In order from biggest to smallest:

With a series of really strong polls, Trump seems to be collapsing in Florida at the moment. Now, it would be natural for there to be some reversion to the mean at some point, and maybe the poll showing Biden with a 10%+ lead is an outlier. But for the moment, Florida moves from "Weak Biden" to "Strong Biden", meaning the categorization view no longer sees Florida as being in reach for Trump if the election was today. (Spoiler, it isn't.)

Pennsylvania also moves from "Weak Biden" to "Strong Biden" as a wave of new polls showing him ahead wash the most recent poll showing Trump leading Pennsylvania out of the average.

Now, Florida and Pennsylvania moving out of Trump's reach (for now) is big news, but perhaps the even bigger news is Biden retaking the lead in Georgia. Now, this is just barely. He leads by 0.9% in our average at the moment, which means we give Biden about a 55% chance of winning the state.

Georgia is clearly a battleground state at the moment, which is significant in and of itself, no matter which candidate is slightly ahead. In a world where Trump was doing well, you would not expect him to have to be fighting for Georgia, let alone be losing it.

With these categorization changes, you get this chart for the range between the categorization view's best and worst cases for each candidate:

In terms of the central "expected case" line, we are at a 162 EV win for Biden, which is almost, but not quite back to the 166 EV win we had for him in early May.

But Trump's best case is not only a loss for the first time since last October, but it is also the worst it has ever been in the Biden vs. Trump matchups. At this moment, if Trump were to win EVERY close state, he would still lose to Biden by 56 electoral votes.

Of course, the categorization model is very coarse. Let's look now at the rest of the close states that had new polling since our last update and see how those change the probabilistic model.

Where are Wisconsin and Michigan? Aren't they key swing states? Well, maybe. But at the moment they are not CLOSE states. Biden leads Wisconsin by 7.1% and Michigan by 8.0%. That may not stay that way. In both states, Biden's lead is down a bit from its high. But at the moment, Biden has quite a strong lead in both.

When you mash all of the movements in all of the states with new polls together into our probabilistic model, you get this:

Trump peaked in the middle of April in our simulations, dropped quickly, then plateaued, increasing to a second peak right around the beginning of June before falling again. Then things started to flatten out again, but that most recent bit of the chart is still subject to change as new polls covering that time period come in.

In terms of the median case of our simulations, Biden is now winning by 158 EV, almost at his recent best of 160 EV. His all-time best was 184 EV back in October.

In terms of probability of winning our site now shows Biden at 100.0%. That is rounded though of course. Looking at the unrounded numbers, it is actually 99.9977% at the moment.

This is the time for the usual "if the election was held today" warning. If Biden's polls end up looking like this on election eve, he would almost certainly win. But we have almost 126 days to go. And things can change.

So let's look at the tipping point, which measures just how much things have to change in order to flip the winner.

The tipping point has moved dramatically toward Biden. Between June 9th and June 22nd, it moved from Biden by 2.7% to Biden by 7.3%. That's 4.6% in less than 2 weeks.

On the one hand, that is a dramatic collapse for Trump. But on the other, it shows just how quickly things can move. Something that can go down quickly can potentially go up quickly too.

So for the two metrics we had in 2016 as well as today, how does Biden stack up to Clinton at the same time period?

<126 Days Out>	2016	2020
Expected Case	Clinton by 144	Biden by 162
Tipping Point	Clinton by 3.2%	Biden by 7.3%

So yes, Biden is doing better on both metrics than Clinton was at this same time in 2016.

From this point, Clinton would improve a bit. In August 2016 she got up to a 188 EV lead in the expected case and a 6.1% lead in the tipping point. This, of course, did not last all the way until the election. By the time we got to the election, Election Graphs had Clinton leading, but just barely.

Other analysts looking at the internals of various polls, both at the state and national level are saying that Biden's support is more solid than Clinton's was. That she had weaknesses that Biden does not.

Maybe, maybe not. In any case, he is doing better at this time in the race than she was. A 7.3% tipping point is a SUBSTANTIAL lead.

Another way to look at the change since the last update on June 18th is to look at how the center portion of the spectrum of states changed.

Here is what it looked like in our last update:

And here is how it looks today:

Things are getting bluer.

To close things out, the current map:

And that is where we are.

But it is only July. Time to watch what happens over the summer.

125.7 days until polls start to close.

For more information:

Ups and Downs

Since the last update on June 2nd, there have been new state polls in Kansas, Arizona (x4), Florida (x4), Michigan (x6), North Carolina (x4), Pennsylvania (x2), Wisconsin (x3), Texas (x2), Ohio, California, Iowa (x3), Oklahoma, Tennessee, Kentucky, Georgia, Missouri, Arkansas, New Mexico, and Mississippi.

Now, there has been lots of reporting in the last couple of weeks about national polls moving strongly away from Trump and toward Biden.

The view here looking at state polls is a bit more complicated. Some states moved toward Trump while some moved toward Biden. And combining that into an Electoral College view, Trump strengthened a bit at the start, then Biden made up all of that ground and then some by the end. Overall Biden is a bit stronger now than at our last update.

Anyway, let's start with the summary table of changes, then get into the graphs:

Model	Metric	2 Jun	18 Jun	𝚫
Categories	Trump Best Expected Biden Best	Trump +2 Biden +130 Biden +288	Trump +42 Biden +130 Biden +288	Trump +40 FLAT FLAT
Categories	Tipping Point	Biden +4.3	Biden +4.8%	Biden +0.5%
Probabilities	Trump 2σ Median Biden 2σ	Biden +22 Biden +122 Biden +234	Biden +32 Biden +132 Biden +242	Biden +10 Biden +10 Biden +8
Probabilities	Trump Win Tie Biden Win	0.5% 0.1% 99.4%	0.3% 0.1% 99.6%	-0.2% FLAT +0.2%

The most obvious change here is the improvement of Trump's best case in the categorization view by 40 EV.

For the categorization view, a state is considered to be "in play" if the margin is less than 5%. This change was driven by Biden's lead in the Pennsylvania poll average dropping below 5%.

You'll also notice that the "Expected Case" in the categorization view moved 30 EV toward Trump, then reverted to what it was before. This is due to the average in North Carolina moving from just barely Biden, to just barely Trump, and back again within the scope of a few days.

Those are the states that actually shifted categories since the last update. But let's look at the other close states that have new polling this time around too:

Trump is still leading Texas, but it has been moving toward Biden recently. A blue Texas would change the game completely. Biden isn't quite there. But it is close enough it should make the Trump camp nervous.

Biden has had a small lead in the Florida average all along, but it has been trending further in his direction lately. Another really strong poll and Florida might even move over the 5% threshold so we wouldn't even classify it as a close state. (Although it is just as likely that the TIPP poll showing Biden with a greater than 10% lead is an outlier and the average will soon revert to a small Biden lead.)

Ohio is surprisingly sparsely polled, but the average flipped from Biden to Trump in May and the one new poll in the last month didn't move the average at all.

Georgia is barely on the Trump side of the line, and trending toward Biden.

In Arizona Biden has moved from our "strong lead" to our "weak lead" category since May. He still leads, but Trump has been closing the gap.

Iowa is still a Trump state, but the average has been tightening there too.

If you count these up, you'll see five of the eight close states with new polls have been moving toward Biden, and three have been moving toward Trump.

When you mash all this together into our probabilistic model, you get this:

In the last couple of weeks, things moved toward Trump for a little bit, then started moving back toward Biden, and his median position is now 10 EV better than it was when we did our last update.

The switch from things improving for Trump to improving for Biden does seem to be just a few days after the death of George Floyd, just when the aftermath of that event was dominating the news.

In terms of the median case of our simulations, the last time Biden was doing better than he is today was on December 5th.

In terms of probability of winning though, Biden was better off much more recently, on May 19th.

The tipping point is also moving back toward Biden again:

Biden is back where he was in May, but you have to go back all the way to October to find a time he was doing better.

All of this looks very strong for Biden. But remember how fast the tipping point can shift. In 2016 on at least a couple of occasions, it moved 5% or 6% within just a few weeks. And so far in 2020, we have seen rapid swings of nearly 3%. The bigger the movement, the bigger the news event that has to happen to drive the change. But given the last few years, who can doubt the potential for big news events that can change a campaign overnight?

Over the last few days, there have been tons of commentators talking about Biden's national polling being much stronger than Clinton was during the 2016 campaign. Some are saying he is doing better than she EVER did on that metric. That is probably true. But we don't elect people by popular vote.

How does this look in our views?

<139 Days Out>	2016	2020
Expected Case	Clinton by 144	Biden by 130
Tipping Point	Clinton by 6.1%	Biden by 4.8%

So yeah. Biden might well be doing better in terms of national popular vote polling than Clinton was at this stage. But Clinton was doing better when you factor in the state polls and the Electoral College.

Let's be very clear here. Biden is in a very strong position right now in terms of the Electoral College as well as the popular vote. Very strong.

But so was Clinton at the same point in the campaign. People were talking about landslides.

Then there was a bit of a roller coaster. Clinton was a lot weaker by the time we got to mid-September. Then she recovered and was strong again by mid-October. But then she collapsed again in the last few weeks. On election day, she was still favored, but it was clear Trump had a path to win and a Trump victory was very possible.

(That's looking at the Election Graphs analysis of course. Famously, lots of other sites didn't show things to be quite that close at the end. Election Graphs was one of only a handful that did.)

That kind of roller coaster may not happen this year. Biden may stay strong through the rest of the race. We shall see. But nobody should be getting overconfident at this stage.

OK, so to round it out, here is the spectrum of the "weak" states that are actively in play, plus the "strong" states that might be brought into play with some big improvements by one side or the other:

And of course the current map:

And that is where we are.

138.7 days until polls start to close.

For more information:

Biden Clinches

Some other places that count delegates had him there a day or two earlier, but by our count, the Virgin Islands put Biden over the top with Biden getting all 7 delegates there in today's update to the Election Graphs delegate race charts.

Sorry New York, New Jersey, Georgia, Connecticut, Kentucky, Louisiana, Puerto Rico, West Virginia, Delaware, and Guam… your 780 delegates don't make any difference this year.

This seems like a good time to look at how the graph of "% of remaining delegates needed to win" ended up, and compare it to some of the previous cycles. So here goes:

The little loop in the graph there is from when New York gave all their delegates to Biden, but then there was a court battle and the delegates went back to TBD pending the New York primaries which now won't be until June 23rd.

Biden clinched with almost exactly 80% of the delegates determined.

Of the five contested races in both parties since 2008 when I started tracking these, three took longer than this (in terms of % of delegates, not calendar date) and two took less.

Looking at the charts, first the three that took longer to clinch:

Obama in 2008:

Trump in 2016:

Clinton in 2016:

Then the two that clinched faster:

Romney in 2012:

McCain in 2008:

And of course, lacking any competitive challengers, Obama in 2012 and Trump in 2020 both clinched at the 50% mark.

Our count of the totals on the day Biden clinched are as follows:

This will of course continue to change as those last 780 delegates get determined. And there may even still be some shifts in the 3199 already allocated as delegate selection plans wrap up before the convention.

As a simple example of this, when the initial count was over back in February, the delegate count in Iowa was:

Buttigieg 14
Sanders 12
Warren 8
Biden 6
Klobuchar 1

But when candidates dropped out and were no longer vying for delegates in the later parts of the delegate selection process, statewide delegates from the candidates who dropped out were reassigned to Biden. As of today, Iowa looks like this:

Biden 14
Sanders 12
Buttigieg 9
Warren 5
Klobuchar 1

So after all this, Biden wins Iowa after all.

And of course, since they can't make a difference to the outcome, the superdelegates will get to vote on the first ballot too. So any full delegate count coming from the convention (virtual or otherwise) will be a bit different than what we have here, which just counted pledged delegates.

As more updates come in, we'll add them as updates to the end of this post.

We declared things "almost done" on March 11th, and "over" on March 18th, but now we are really "done done" absent something catastrophic that causes Biden to leave the race prematurely.

So there we are.

71.0 days until the Democratic National Convention.

78.0 days until the Republican National Convention.

Update 2020-06-08 04:16 UTC: Results from Guam today: Biden 5, Sanders 2. Also an update from PA: One delegate moves from Sanders to Biden. New totals: Biden 1997, Sanders 1063, Others 146.

Update 2020-06-09 04:16 UTC: Update from Arkansas: Bloomberg loses two delegates to Biden. New totals: Biden 1999, Sanders 1063, Others 144.

Update 2020-06-10 04:01 UTC: Today we have the results from Georgia and West Virginia. It looks like Biden will get all 133 delegates. New totals: Biden 2132, Sanders 1063, Others 144.

Update 2020-06-11 15:51 UTC: Not a delegate update, but a quick correction. Above I said, "And of course, since they can't make a difference to the outcome, the superdelegates will get to vote on the first ballot too.". This is slightly premature. For the superdelegates to vote on the first ballot, Biden has to have enough pledged delegates to have a majority of ALL delegates, which would be 2378 pledged delegates out of 4753 total delegates (rather than 1991 pledged delegates out of 3979 pledged delegates). So he is still 246 delegates short of that threshold, although he will probably get there before the end. For more details on this, see this FHQ post.

Update 2020-06-24 07:08 UTC: Today we have initial results from Kentucky and New York. Biden 250, Sanders 57. There are 21 delegates TBD in Kentucky which may end up officially uncommitted. New totals: Biden 2382, Sanders 1120, Others 144.

Update 2020-06-25 05:28 UTC: Today we have updates from Kentucky and New York. Biden gains 4 delegates, Sanders loses 3. New totals: Biden 2386, Sanders 1117, Others 144.

Update 2020-06-26 16:21 UTC: Today we have another update from Kentucky. Biden gains 8 more delegates, Sanders gains 2. Looks like 10 delegates will be officially uncommitted. New totals: Biden 2394, Sanders 1119, Others 144.

Update 2020-06-27 16:45 UTC: Today we have an update from New York. Biden loses one delegate to Sanders. New Totals: Biden 2393, Sanders 1120, Others 144, TBD 322.

Update 2020-06-29 03:46 UTC: Today an update from Kentucky. Biden gains one more delegate. New Totals: Biden 2394, Sanders 1120, Others 144, TBD 321.

Update 2020-07-01 02:35 UTC: An update from Kentucky today. Biden gains 9 delegates, Sanders loses 2. New totals: Biden 2403, Sanders 1118, Others 144, TBD 314.

Update 2020-07-07 05:45 UTC: An update from New York. Biden pulls one delegate from Sanders. New totals: Biden 2404, Sanders 1117, Others 144, TBD 314.

Update 2020-07-08 06:41 UTC: Initial results from New Jersey and Delaware have Biden getting all 147 delegates from the two states. New totals: Biden 2551, Sanders 1117, Others 144, TBD 167.

Update 2020-07-12 15:33 UTC: Initial results are in from Louisiana, and it looks like Biden will be getting all 54 delegates. New totals: Biden 2605, Sanders 1117, Others 144, TBD 113.

Update 2020-07-13 04:52 UTC: Initial results are in from Puerto Rico: Biden 44, Sanders 4, Bloomberg 3. New totals: Biden 2649, Sanders 1121, Others 147, TBD 62. Only Connecticut left. And 2 uncommitted delegates from Kentucky.

Update 2020-07-17 18:20 UTC: Logged an update from Rhode Island where a delegate moved from Sanders to Biden, and an update from Puerto Rico where a delegate moved from Biden to Sanders. No net change: Biden 2649, Sanders 1121, Others 147, TBD 62. Only Connecticut left. And 2 uncommitted delegates from Kentucky.

Update 2020-07-22 23:10 UTC: One delegate in Puerto Rico moves from Bloomberg to Biden. New totals: Biden 2650, Sanders 1121, Others 146, TBD 62.

Update 2020-08-03 04:17: Logged updates today from New Jersey and Puerto Rico. Net change, Biden lost 11 delegates, 3 went to Sanders, and 8 went to… Bloomberg. New totals: Biden 2639, Sanders 1124, Others 154, TBD 62. Only Connecticut left. And 2 uncommitted delegates from Kentucky.

Update 2020-08-06 23:30: Update from Puerto Rico today. 8 delegates move from Bloomberg to Biden. New totals: Biden 2647, Sanders, 1124, Others 146, TBD 62. Only Connecticut left. And 2 uncommitted delegates from Kentucky.

Update 2020-08-08 20:20: Today's delegate estimate update is from New Jersey. Two delegates shift from Biden to Sanders. New totals: Biden 2645, Sanders 1126, Others 146, TBD 62. Only Connecticut left. And 2 uncommitted delegates from Kentucky.

Update 2020-08-12 04:23: Results from Connecticut today. It looks like Biden will get all 60 delegates. Also an update from New York, where Sanders gives up 11 delegates to Biden. New totals: Biden 2716, Sanders, 1115, Others 146. Only the 2 uncommitted delegates from Kentucky are still unknown.

Update 2020-08-19 04:07: Tonight was the official roll call vote at the Democratic National Convention. The final results, as per @2020Delegates, including superdelegate votes since they couldn’t make a difference: Biden 3558, Sanders 1151, Abstain 5, Did Not Vote 35. And that is that for the Democratic nomination.

For more information:

This post is an update based on the data on the Election Graphs 2020 Delegate Race page. Election Graphs tracks estimates of the convention delegate totals for both parties. The charts, graphs, and maps in the post above are all as of the time of this post. Click through on any image for the current interactive versions of that chart, along with additional details.

Follow @ElectionGraphs on Twitter or Election Graphs on Facebook to see announcements of new blog posts. For those interested in more granular updates of delegate updates or general election polling, follow @ElecCollPolls on Twitter. If you find the information in these posts informative or useful, please consider visiting the donation page.

Small Improvements for Trump

Since the last update on May 9th, there have been new polls in California [x2], Ohio, Texas, Wisconsin [x3], Nebraska (CD2), Georgia [x3], New Jersey, North Carolina [x4], Florida [x4], Colorado, Arizona [x3], Virginia, Tennessee, Kentucky, Michigan [x4], Pennsylvania [x2], Washington [2], Minnesota, Maryland, Utah, New York, South Carolina, Indiana, and Missouri.

Despite all of this polling, things actually moved very little.

We'll start with the changes since last time on all of the metrics, then look at the graphs.

Model	Metric	9 May	2 Jun	𝚫
Categories	Trump Best Expected Biden Best	TIED Biden +166 Biden +286	Trump +2 Biden +130 Biden +288	Trump +2 Trump +36 Biden +2
Categories	Tipping Point	Biden +4.2	Biden +4.3%	Biden +0.1%
Probabilities	Trump 2σ Median Biden 2σ	Biden +36 Biden +130 Biden +240	Biden +22 Biden +122 Biden +234	Trump +14 Trump +8 Trump +6
Probabilities	Trump Win Tie Biden Win	0.2% 0.0% 99.8%	0.5% 0.1% 99.4%	+0.3% +0.1% -0.4%

The biggest change is in the "Expected Case" where Trump reduces his losing margin against Biden from 166 EV to 130 EV.

This is due to Ohio.

The polling average in Ohio moved from just barely Biden, to just barely Trump. Since the categorization model's Expected Case only cares who is in the lead, not by how much, this moves Ohio's 18 EV from one side to the other, for a net change in margin of 36 EV.

The probabilistic view, however, recognizes that both of these situations represent a close state that is very much in play. In addition, other close states move around a bit without actually changing category, but in ways that move the probabilistic results.

The net result is still Biden weakening a bit, just not quite as much as in the categorization view:

Aside from Ohio, Trump had nice movements in his direction in two close states:

This was countered a little bit by improvements for Biden in a couple of states:

But that wasn't enough to improve Biden's overall situation. On balance, although it has been small, the movement in the last few weeks has been toward Trump.

If the election was held today, Biden retains an overwhelming advantage.

But as usual, we point out that the race is dynamic. It would only take a 4.3% shift in the polls to make Trump the favorite, and that kind of change can happen in a matter of weeks. We have a long way to go.

Right now these are the battlegrounds:

And this is the map:

154.7 days until polls start to close on election night.

For more information:

The Crisis Bump is Over

Since the last update on April 22nd, there have been new state-level polls in Florida (x2), Michigan (x6), Pennsylvania (x6), Wisconsin (x3), New Jersey (x2), North Carolina (x5), New Mexico, Texas (x3), New York (x2), Ohio, Utah, Montana (x2), Kansas, Georgia (x2), New Hampshire, Iowa, Colorado (x2), Nevada, Connecticut, and Massachusetts (x2).

Whew. That is a lot. I should probably start adapting my posting schedule to do these blog posts a bit more often, as we are now less than six months from the election, and polls are coming out more and more frequently. As a reminder though, you can always go to the main 2020 Electoral College page to see the up to moment version of all the data.

Let's start with the table summarizing the changes since the last update, and then we'll get to the graphs:

Model	Metric	22 Apr	9 May	𝚫
Categories	Trump Best Expected Biden Best	Trump +72 Biden +126 Biden +286	TIED Biden+166 Biden +286	Biden +72 Biden +40 Flat
Categories	Tipping Point	Biden +2.0%	Biden +4.2%	Biden +2.2%
Probabilities	Trump 2σ Median Biden 2σ	Trump +26 Biden +80 Biden +204	Biden +36 Biden +130 Biden +240	Biden +62 Biden +50 Biden +36
Probabilities	Trump Win Tie Biden Win	6.5% 0.5% 93.0%	0.2% 0.0% 99.8%	-6.3% -0.5% +6.8%

Looky there. Everything is moving toward Biden this time.

The current map looks like this:

That is a pretty nice map for Biden.

Now it is graph time.

Right around the time COVID-19 became big news at the end of March, there was a wave of good polls for Trump. I speculated that this might have been a "crisis bump". There is no good way to tell for sure that was the reason for the move, but from March 15th to April 17th Trump gained 48 electoral votes in his median margin in our Monte Carlo simulation using state poll averages to look at the electoral college.

Almost the moment I posted that last update on April 22nd though, the tide turned, with almost every new poll strengthening his position in the state averages. Biden pulled back the 48 electoral votes of margin, plus 4 more.

In terms of the median margin in our simulations, Biden is now back where he was in mid-December. Still not as strong as he looked last fall, but certainly an improvement over a few weeks ago.

The odds of Biden winning if the election was today are once again at 99.8%, so close to 100% it is hard to distinguish on a chart like this. This chart is actually rather boring when it is like this.

But this is the part in the post when I emphasize that the election is NOT held today, and things can change rather rapidly.

The two charts above did not exist on Election Graphs four years ago, so time to look at the ones that did:

This is the categorization view. The centerline is where every candidate wins every state where they lead in the poll average. The upper and lower bounds are if all the close states go in one direction or the other. On this measure, Biden currently wins by 166 electoral votes.

We have 179 days left until election night.

So let's get in the time machine and look at the last 179 days of the 2016 election…

179 days out, on this same metric, Clinton led by 156 electoral votes. Not quite as good as Biden is right now. But close. She maintained this lead until the end of August, then lost almost all of it in the first half of September, only to rally back in late September and early October, followed by a collapse in the last month before the election. She ended up losing by a 77 electoral vote margin. (It would only have been 74 if not for faithless electors.)

When I say things can change a lot during the course of the campaign, this is the kind of volatility we can expect. Things change and change rapidly. We should expect this.

The tipping point is the metric I point to as a way to measure how precarious the current situation is, regardless of the 99.8% chance of winning if the election was today.

Biden now leads by 4.2% in the tipping point metric. Much better than he was when we did our last update, but once again, let's compare to 2016:

179 days before the 2016 election, Clinton had a 6.4% lead in her tipping point state. On this metric, she was much stronger at this point than Biden's 4.2%.

The tipping point metric is much more volatile than the "expected case". Clinton goes from leading by 6.4% to only leading by 0.4%, then rallies back to lead by 6.0%, only to have it all collapse again in the last month. The actual tipping point in the election results was an 0.8% Trump win.

That final collapse didn't start until the second week of October.

Everything changed in the last month.

We have a long way to go.

178.9 days until polls start to close.

For more information:

Just Biden vs. Trump Now

Since the last update on April 7th, there have been new state-level polls in Utah, Michigan, Wisconsin, Connecticut, Virginia, Arizona, North Carolina, Florida, Indiana, Washington, and Mississippi.

Also, since the last update, Sanders dropped out. As I mentioned in that post, that is my trigger for all future updates to simply be about the presumptive nominees, Biden and Trump.

I will allow myself one final note about Sanders. There were a handful of polls on Sanders vs. Trump after the last post. They just continued to make things worse for Sanders. Unless something strange happens, there will be no more Sanders vs. Trump polls.

His final position in the Election Graphs categorization model "expected case" was a four electoral vote loss to Trump with a 1.1% tipping point margin.

The "median case" in the probabilistic model was a 269-269 tie. The odds in that model were a 50.0% chance of a Trump win, a 48.5% chance of a Sanders win, and a 1.6% chance of that tie.

So that's that for Sanders.

Now time to talk Biden vs. Trump.

Things have gotten worse for Biden too.

Let's start with a new table comparing where we were at the last blog post compared to today:

Model	Metric	7 Apr	22 Apr	𝚫
Categories	Trump Best Expected Biden Best	Trump +94 Biden +126 Biden +286	Trump +72 Biden +126 Biden +286	Biden +22 Flat Flat
Categories	Tipping Point	Biden +2.8%	Biden +2.0%	Trump +0.8%
Probabilities	Trump 2σ Median Biden 2σ	Trump +10 Biden +98 Biden +216	Trump +26 Biden +80 Biden +204	Trump +16 Trump +18 Trump +12
Probabilities	Trump Win Tie Biden Win	3.4% 0.3% 96.3%	6.5% 0.5% 93.0%	-3.3% +0.2% +3.1%

There are a lot of numbers there. When we were comparing candidates, we were only looking at four of these.

The additions here are:

The "best cases" in the categorization view, where we give all the states where the margin is less than 5% to one candidate or the other
The "2σ" limits containing 95.45% of the results in our probabilistic Monte Carlo simulation
The breakouts of the Trump win and tie odds as well as the Biden win odds

Including both the old metrics and the new ones, this time around all but one (Trump's best case in the categorization view) move toward Trump.

Time for some graphs.

This is the graph I look at the most. This shows the results of the probabilistic Monte Carlo simulations. The dark line is the median result, where half the time Biden does better, and half the time Trump does better. The darkest center band contains 1σ (68.27%) of the simulation outcomes. The next band contains 2σ (95.45%) of the outcomes, and the lightest band contains 3σ (99.73%) of the outcomes.

From mid-February to mid-March things were moving in Biden's direction for the first time in many months. But then that reversed and things started moving in Trump's direction again. This does seem to roughly coincide with when the COVID-19 pandemic really started to dominate public discussion. So perhaps this is a "crisis bump".

Whatever the cause, Trump is in his best position relative to Biden in over a year.

This move toward Trump in the last month is not as evident in the categorization view. Why?

Well, because most of the movement in the polls hasn't actually shifted the averages in states from Biden to Trump.

However, the margins in a lot of the "Weak Biden" states got slimmer. Biden still leads, but not by as much as he used to. This means the chances of Trump winning those states despite the Biden lead in the poll average increases. This is reflected in the probabilistic model, but not in the categorization model.

If the election was today, Biden still has a huge advantage. 93.0% chance of a win. Not anywhere near as good as he was last fall with 99.9%+ numbers of course, but still pretty respectable.

But…

As I've mentioned over and over again and will continue to mention, probably right up until the election, the odds are based on the state level polls today, which can and will change. And they can change quickly.

The tipping point tells us that overall the polls only need to shift by 2.0% to flip the winner from Biden to Trump. It is hard to express just how slim a 2.0% lead really is. Yes, if the polls were like this on election day, we'd say Biden had a 93.0% chance of winning. But 2.0% can slip away with one bad news cycle.

Even on the chart above, without having to refer back to 2016 or earlier cycles, you can see places where the tipping point moved by almost 2% in just a single day.

2.0% can literally evaporate overnight.

With that, here is the current map:

195.2 days until polls start to close on election night.

Update 2020-04-22 19:09 UTC: Of course a new Florida poll came out while I was finishing up this blog post. It was a good poll for Biden, and Florida is big and close, so it improved Biden's position a bit. Of course, that now belongs to the time period that will be covered by my next post in a week or two…