Back To The Normal Zone

As always, if you are impatient for one of these updates, the 2020 pages on Election Graphs are updated every day as new polls come in. Or you can follow @ElecCollPolls on Twitter to see all the polls as I add them. While you are at it, follow @ElectionGraphs too.

I'm trying to do these blog updates more often now that we are in the last two weeks. The last blog update here was on October 20th. Here are the high-level changes since that last post:

Model Metric 20 Oct 24 Oct 𝚫
Probabilities
(Indep States)
Trump 2σ
Median
Biden 2σ
Biden +32
Biden +140
Biden +254
Biden +52
Biden +162
Biden +266
Biden +20
Biden +22
Biden +12
Trump Win
Tie
Biden Win
0.3%
0.0%
99.7%
0.1%
0.0%
99.9%
-0.2%
FLAT
+0.2%
Probabilities
(Uniform Swing)
Trump 2σ
Median
Biden 2σ
Trump +52
Biden +164
Biden +294
Trump +52
Biden +144
Biden +294
FLAT
Trump +20
FLAT
Trump Win
Tie
Biden Win
23.3%
0.0%
76.7%
9.1%
0.0%
90.9%
-14.2%
FLAT
+14.2%
Categories Trump Best
Expected
Biden Best
Biden +40
Biden +164
Biden +294
Trump +12
Biden +220
Biden +294
Trump +52
Biden +56
FLAT
Tipping Point Biden +3.1% Biden +4.9% Biden +1.8%

Last time we talked a lot about how the big move in Trump's direction we saw then could very well just be a transient thing because there was a rush of Pennsylvania polls from small pollsters that were favorable to Trump, which might not be sustained once the bigger pollsters released new results for Pennsylvania.

That is exactly what happened. In the days since that blog post, there were quite a few additional polls released in Pennsylvania. Here is what Pennsylvania looks like now:

A brief foray into "Weak Biden", and then right back to "Strong Biden".

These results not only moved the tipping point back toward Biden, but they also knocked the top off the peak we saw last time, so instead of the tipping point getting down to a 3.1% Biden lead, now Biden's worst tipping point was only 3.6%.

The tipping point is now at Biden by 4.9%, right smack in the middle of that 4% to 6% range it has normally been in ever since mid-June.

Not only that, but the same is true of almost all of the main metrics. They are all in their "normal ranges".

Let's take a quick look:

The Tipping Point, the Independent States View, the Uniform Swing View, the Categorization View, and the odds generated from the two probabilistic views all show the race back in the "normal zone". (I didn't bother with showing the second odds chart since it is just a blue rectangle.)

So bottom line, a few days of bad polls in Pennsylvania moved things in Trump's direction. But with more polling, it doesn't seem like a "real" move representing a fundamental change.

Instead, it once again looks like this race has basically been frozen since June. The moves up and down we see are mostly just random results of which pollsters released results recently, and normal sampling errors and such. Very little, if any, real movement.

Roughly speaking, ever since June, this has looked like a race where Biden leads by between 4% and 6% in the tipping-point state, with a potential winning margin somewhere between 100 and 200 electoral votes.

We still have 11 days left of course. There is still a little bit of time left for that to change.

And also, there is still the possibility of a systematic polling error. Between our two probabilistic models based on how far off Election Graphs state averages were in 2008, 2012, and 2016, the Election Graphs estimate for Trump's odds of winning if the election was today currently stand at "somewhere between 0.1% and 9.1%".

Where in that range depends on how closely linked the results in the different states are, which we don't estimate. But everyone needs to continue to remember that 10%, or 5%, or even 1% aren't the same as 0%, and there are still paths to a win for Trump. This isn't over yet.

The map and the center of the spectrum of states look like this now:

To win, Trump needs to run the table and win every single close state, or pull in some not so close states.

Let's do the comparison to 2016 now:

In terms of the Electoral College in the categorization view, Biden has been in a better spot than Clinton since we hit 76 days out, most of the time being more than just a little bit ahead of her pace.

But Biden's tipping point has been comparable to where Clinton's was at the same point four years ago for the last few weeks. Biden has not been consistently ahead of Clinton on this metric.

As of this blog post, Biden is once again ahead of where Clinton was though. Eleven days out Biden is at 4.9%, Clinton was at 3.2%. And it was mostly downhill for Clinton after this point.

Clinton's final drop was precipitated by the Comey letter. So far nothing comparable has hit Biden, and as I write this, nearly 53 million votes have already been cast. So yes, something could still change, but time is running out fast.

OK. We didn't do it earlier in the post, so here is a quick look at the current graphs for all of the states and CDs where the Election Graphs margin is currently under 5%. I won't comment on all of them individually. Some of them have switched categories in the last few days, some have not. But all of these should be considered as active possibilities for both candidates at this point.

And that is it for today. More soon.

10.9 days until the first results start coming in on election night.

We are almost at the end!

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.

The Race Tightens? Or Not?

As always, if you are impatient for one of these updates, the 2020 pages on Election Graphs are updated every day as new polls come in. Or you can follow @ElecCollPolls on Twitter to see all the polls as I add them.

The last blog update here was 10 days ago on October 10th. Here are the high-level changes since that last post:

Model Metric 10 Oct 20 Oct 𝚫
Probabilities
(Indep States)
Trump 2σ
Median
Biden 2σ
Biden +78
Biden +174
Biden +276
Biden +32
Biden +140
Biden +254
Trump +42
Trump +34
Trump +22
Trump Win
Tie
Biden Win
0.0%
0.0%
100.0%
0.3%
0.0%
99.7%
+0.3%
FLAT
-0.3%
Probabilities
(Uniform Swing)
Trump 2σ
Median
Biden 2σ
Trump +12
Biden +176
Biden +326
Trump +52
Biden +164
Biden +294
Trump +40
Trump +12
Trump +32
Trump Win
Tie
Biden Win
5.2%
0.0%
94.8%
23.3%
0.0%
76.7%
+18.1%
FLAT
-18.1%
Categories Trump Best
Expected
Biden Best
Biden +20
Biden +212
Biden +288
Trump +40
Biden +164
Biden +294
Trump +60
Trump +48
Biden +6
Tipping Point Biden +6.2% Biden +3.1% Trump +3.1%

We'll hit the main story for this update before going through the cavalcade of all of the charts:

Last time we said "not too fast" to notions that Trump's numbers were collapsing. Instead, we suggested that Trump was just at the low end of the normal range we had been in since June, and it would be unsurprising to see some reversion to the mean.

And that is exactly what we have seen. Things have moved back toward Trump on almost all metrics we track. In fact, in the critical tipping point metric, we've moved out of the 4% to 6% Biden lead band that we have been in since June, as Biden falls to 3.1%.

In the three election cycles we have tracked this, the largest difference between the final tipping point and the actual tipping point in the election was not in 2016. It was in 2008. Nobody cared, because the actual results were a bigger Obama win than predicted by the polls, rather than having a different winner than the polls predicted. But in 2008 the final tipping point was off by 3.45%. That is a bigger error than the 3.1% that currently separates Biden's tipping point from a Trump win.

So we are in the zone where simple polling error could make the difference to who is leading, even without further "movement".

As a consequence, the chances of a Trump win in the Uniform Swing view (the most optimistic for him) have jumped up to 23.3%.

Wow. This is a big change.

Reader Jonathan T emailed to ask if I had any thoughts on the possible causes of this big change. So let's talk about that.

Rather than look for a specific "cause" though, it is worth discussing if this change is even "real".

The tipping point change is driven by one state. Pennsylvania.

As polls that were very favorable to Biden from early October drop off the average, they are being replaced by new polls that show a much narrower race.

Now, what are the actual polls currently in my Pennsylvania average?

Why do I bring up the specific pollsters? I never bring up the specific pollsters. I just throw them into the average.

Well, I bring it up because right now we have no big-name high-quality pollsters in the mix. In fact, we have Trafalgar, which is widely panned as intentionally constructing their polls to find "hidden" conservative voters, and therefore push results to the right, show up twice! And we have others that people have criticized as being lower quality for one reason or another.

538's Nate Silver tweeted this earlier today:

Folks, Biden's lead didn't shrink from 7.3 points to 3.6 points in PA in a week (as per RCP) at the same time it was steady or slightly growing nationally. This is why you need poll averages that take a longer time horizon and/or adjust for house effects.

RCP's averages are extremely subject to who happens to have polled the state recently, which is often the spammier, lower-quality pollsters, and that's been especially true recently with live-caller polls not having been terribly active in the states over the past 2 weeks.

I love many things about RCP, but if you have an average and 1/3 of it consists of Trafalgar and InsiderAdvantage and 0% of it consists of live-caller polls, it's not going to be a very reliable average.

He is talking about the RCP Pennsylvania average, not Election Graphs. We're too small for 538 to notice. But all of the same things are true for us.

Both Election Graphs and RCP are straight numerical averages without weighting for historical pollster quality or correcting for historical pollster bias. And we both decide which polls to include in ways that result in looking at narrower time windows as the election approaches.

These are valid criticisms. This may be a temporary transient spike caused by a series of polls from low-quality pollsters which will immediately move back in the other direction as soon as the bigger more respected pollsters put out some new numbers.

If I had to bet right now, I'd actually bet on that. We moved from the high end of Biden's range in PA to the low end of his range, and I would expect to see it revert back to the middle since we have been in a pretty steady range for months, and this seems to be an aberration, especially since there are no big news events, and as Nate Silver points out, we haven't seen a similar movement in the national polls.

But…

Let's do a quick look at where a bunch of websites ended up right before Election Day in 2016. This is from a post-mortem I did of the 2016 performance of Election Graphs. At the time I logged the following as the final electoral college predictions from a bunch of sites:

  • Clinton 323 Trump 215 (108 EV Clinton margin) – Daily Kos
  • Clinton 323 Trump 215 (108 EV Clinton margin) – Huffington Post
  • Clinton 323 Trump 215 (108 EV Clinton margin) – Roth
  • Clinton 323 Trump 215 (108 EV Clinton margin) – PollyVote
  • Clinton 322 Trump 216 (106 EV Clinton margin) – New York Times
  • Clinton 322 Trump 216 (106 EV Clinton margin) – Sabato
  • Clinton 307 Trump 231 (76 EV Clinton margin) – Princeton Election Consortium
  • Clinton 306 Trump 232 (74 EV Clinton margin) – Election Betting Odds
  • Clinton 302 Trump 235 (67 EV Clinton margin) – FiveThirtyEight
  • Clinton 276 Trump 262 (14 EV Clinton margin) – HorsesAss
  • Clinton 273 Trump 265 (8 EV Clinton margin) – Election Graphs
  • Clinton 272 Trump 266 (6 EV Clinton margin) – Real Clear Politics
  • Clinton 232 Trump 306 (74 EV Trump margin) – Actual "earned" result

Hmmm. Who got closest to the actual results? Election Graphs and RCP.

And specifically, WHY did that happen? My hypotheses are:

  1. We both were averaging based on very short time frames by the time we got to the election, allowing us to catch a last-minute move that was "smoothed out" from a lot of the other sites.
  2. We both included some of these low-quality pollsters, including Trafalgar, who started to show movement toward Trump that the other pollsters were not showing.

I could be wrong, I have not done an in depth analysis, but at first blush, those seem to be the common elements.

Now, as I said, I would still bet on reversion to the mean here, and that we will see Pennsylvania bounce back toward a greater than 5% Biden lead over the next week or so as new polls come in.

But in 2016, right before the end, I doubted the results of my own average because it was moving in a way that most of the big sites were not in that last week and because there were other sites specifically calling out Trafalgar and others as garbage noise that maybe should just be excluded from the averages because they were clearly biased and wrong. But it turned out those polls were closer to what actually happened than some of the others.

So we're not doing that this time. We throw in all the polls, and we see what happens, and yes, near the election we have a very short time frame, so what polls have been in the field lately does make a big difference. But we are where we are.

At the moment Election Graphs shows a significant tightening in Pennsylvania. And because Pennsylvania is the tipping-point state, and there is somewhat of a gap between the states that are closer than Pennsylvania and the states where Biden has a more solid lead, that means that as Pennsylvania moves, so does the national race, at least for the moment.

Don't be surprised if this moves back in the opposite direction tomorrow though. And don't be surprised if the high-quality polls confirm this movement and it stays tight either. I view that as less likely, but certainly not impossible. I'm not going to preemptively say to ignore this tightening as clearly not real though. In 2016, it was an indicator of actual tightening at the end of the race.

Or maybe Election Graphs and RCP were just lucky in 2016. That might also be the case. This is VERY POSSIBLE!

Anyway, that is the big story of the week.

But we still have to review the rest of the main charts! So here we go!

First up, states that moved in or out of our "Weak Biden" and "Weak Trump" categories:

OK, we already talked about Pennsylvania, but here it is again. It moved from Strong Biden to Weak Biden since the last update, and as the current tipping point state drives a lot of the national picture too. But we discussed all that, so… moving on…

Last time Ohio had moved into the blue zone by the thinnest of margins. Now it returns to "Weak Trump" where it has usually been. Either way though, Ohio is extremely close.

Since last time, Georgia popped over to the Trump side of the centerline, but it didn't last long, and Georgia is back to being just barely blue. Just like Ohio though, the truth is that Georgia is extremely close and could easily go either way.

Since the last update, there has been significant weakening in Wisconsin, with it just barely moving into the "Weak Biden" category with the last poll. But if you look at the specific polls in the Wisconsin average, you see EXACTLY the same sort of issues we discussed with Pennsylvania.

If the tightening in Pennsylvania turns out to be a mirage based on having a bunch of low-quality pollsters releasing results recently, then most likely it will also be a mirage in Wisconsin. If Pennsylvania turns out to be real on the other hand, then Wisconsin probably will be too. (Thus showing why assuming completely independent states is not realistic, and we need to balance that by also showing uniform swing.)

But like Pennsylvania, if I had to bet right now, I'd say that Wisconsin has been in a 4% to 8% range for most of the last few months, and we are just at the low end of that range for Biden right now, and we'll probably revert back to the middle of that range with a few more polls.

But we won't really know until we indeed get a few more polls.

Like Ohio, last time Iowa had popped over to the blue side of the line, but this time it reverts to being just barely on the red side like it usually has been. But like Ohio and Georgia, the bottom line is Iowa is too close to call.

And finally, Trump's lead drops below 5% in Alaska, bringing it into range as a possible pickup in a Biden landslide scenario.

OK, now the rest of the close electoral votes we haven't already discussed, without additional commentary:

OK. With those out of the way, let's look at our three "envelopes" with the ranges of possibility in the categorization view, and the two extreme probabilistic views:

Unlike the tipping point, where it looks like a breakout from the normal "since June" range, all three of these views show us basically consistent with where this race has been since July.

In all three cases, Trump's high end does look a bit better than it did a few weeks ago and is near the high end of Trump's range.  And in all three the centerline is closer to the worst of Biden's range. But none of these are breaking out from the normal range.

Right now that "breakout" is only showing up in the tipping point. Which means that while the range of possible options is about the same, it is more precarious, because Biden's lead in the tipping point state is a lot less than it had been.

Subject again to all the caveats we discussed earlier in the post of course. I won't repeat them here.

Bottom line, carefully watch the next polls in Wisconsin, Pennsylvania, and North Carolina… the three states currently closest to the tipping point… to see if the tipping point reverses itself right away, or if it starts to look like the new closer tipping point might be real and sustained.

In the meantime, here is the current spectrum of states where the margin in the averages are under 10%:

The RCP average of national polls currently shows an 8.6% Biden lead. Comparing to the 3.1% tipping point, this implies that the structure of the electoral college is currently giving Trump a 5.5% head start… if this tipping point holds up. This "head start" is up from 3.4% in the last update.

The increase in this head start is due to the margin in the tipping point of Pennsylvania dropping considerably while the national margin, while it has tightened a bit, does not show the same kind of movement. Which again, is one reason to suspect maybe the Pennsylvania movement will prove to be an illusion. More polls will resolve that question soon enough.

Finally, time for the 2016 comparison:

In the expected case, where each candidate wins every state where they lead the average, Biden continues to outperform Clinton at the same point in time four years ago, although not by as much as he was a month ago, and there was a short moment where he moved above her curve. But for the most part, Biden has been outpacing Clinton on this metric.

Meanwhile, the same can't be said at the moment for the tipping point.

While the general trend of Clinton weakening started at about the 30-day point, at about this moment, two weeks out, Clinton had a bunch of good polling and had one final peak before her final collapse. Meanwhile, as we have discussed, Biden's tipping point is now the smallest it has been since June 10th.

If this is just an aberration, and it gets reversed or erased by new high-quality polls that come out in the next few days, then the picture will be back to what it has been for months. Namely, Biden is heavily favored, but a Trump win is not impossible.

If however new polls sustain this change, then it would indicate that Trump's chances of winning have increased substantially, and there is a real race happening in these last two weeks.

Watch the next few days of polling, and we should know which scenario we are in.

Right now, with our current averages, and the two extreme probabilistic scenarios, Election Graphs gives Trump's odds of winning as somewhere between 0.3% and 23.3% depending on how correlated the polling errors in each state end up being.

That's a big range of course, and that is "if the election was today" when we have two weeks left. But at the very least, it means to take the chances of a Trump comeback and win seriously.

We shall see.

Finally, the map as it stands right now:

I locked the poll updates on Monday evening US time to make this update. As I finish writing the post it is now Tuesday afternoon. As usual for this point in the cycle, there have already been a bunch of new polls released during that time. So I'll be getting back to data entry shortly.

I've taken the remaining time from now until the election off from the day job to better be able to keep up with the deluge of new polls. That also probably means you'll get more than just one update here on the blog before election day.

So keep checking in for updates, both here on the blog and on the main 2020 Electoral College page.

But first, the usual closing with the countdown:

14.1 days until the first results start coming in for Election 2020.

We are in the home stretch. Almost there now!

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.

Trump Collapse? Or Not?

As always, if you are impatient for one of these updates, the 2020 pages on Election Graphs are updated every day as new polls come in. Or you can follow @ElecCollPolls on Twitter to see all the polls as I add them.

The last blog update here was 11 days ago on September 29th. Here are the high-level changes since that last post:

Model Metric 29 Sep 10 Oct 𝚫
Probabilities
(Indep States)
Trump 2σ
Median
Biden 2σ
Biden +46
Biden +144
Biden +256
Biden +78
Biden +174
Biden +276
Biden +32
Biden +30
Biden +20
Trump Win
Tie
Biden Win
0.1%
0.0%
99.9%
0.0%
0.0%
100.0%
-0.1%
FLAT
+0.1%
Probabilities
(Uniform Swing)
Trump 2σ
Median
Biden 2σ
Trump +84
Biden +168
Biden +312
Trump +12
Biden +176
Biden +326
Biden +72
Biden +8
Biden +14
Trump Win
Tie
Biden Win
7.5%
0.0%
92.5%
5.2%
0.0%
94.8%
-2.3%
FLAT
+2.3%
Categories Trump Best
Expected
Biden Best
Biden +8
Biden +168
Biden +294
Biden +20
Biden +212
Biden +288
Biden +12
Biden +44
Trump +6
Tipping Point Biden +5.4% Biden +6.2% Biden +0.8%

To summarize before we get to review all the current graphs:

These 11 days have been very good for Biden in the polling. He hasn't moved past his all-time best marks, but he is once again near the top of the range we have observed over the last year. The flip side of course is that Trump is near the bottom of his range.

The key metrics right now show that if the election was today (it is not) Trump's chance of winning is no more than 5.2%, probably less, and Biden's tipping point is up to a 6.2% lead, which is the best it has been since mid-August, and which is better than Clinton saw any time in the last 100 days before the 2016 election.

But I wouldn't call this a Trump collapse quite yet. He has returned to the low end of the range we have been seeing for months. We are not breaking new ground, seeing things worse for Trump than we have ever seen. At least not yet.

From here it is quite possible that we get a reversion to the mean, with Trump improving a bit, rather than seeing further Trump deterioration. Does it look bad for Trump? Yes. Certainly. But not in an unprecedented way, and he could still make up ground before the end.

OK, now for the parade of graphs…

As usual, we'll look at the critical states, then the nationwide electoral college trend charts, the win odds graphs, the spectrum of states, then finally close it up with the comparison to 2016 and a map. Here we go.

This time there were 9 states that moved in or out of the "Weak Biden" or "Weak Trump" categories since the last blog post:

Biden's lead in Florida very briefly popped over 5% into the "Strong Biden" zone, but then dropped back down again into "Weak Biden". So no net change to the category. Biden remains strong in Florida, but not so strong that it is completely out of Trump's reach.

Biden's current 4.2% lead maps to an 84.9% chance of winning the state given the previous accuracy of Election Graphs averages.

Ohio is pretty much as close to a tie as possible. Since the last update, it moved briefly from the Biden side to the Trump side, and then back again. No net change.

Because of the order of the polls, the brief trip across the line isn't visible on the chart anymore, but it did happen. Either way though, Ohio is too close to call.

Looking at the specific margin, Ohio is actually in an oddball zone. Biden leads by 0.1% at the moment, but our win odds are based on the results in 2008 through 2016, and looking at those years, a Democratic lead this small actually means the Republican is still slightly favored. We currently have Trump at a 53.2% chance of winning Ohio based on this poll average.

At the time of the last blog post, Georgia had moved to be just barely "Weak Trump". It is now "Weak Biden" again, where it has been most of the time since July. Biden now leads by 2.0% in the average, which we have as a 67.9% chance of winning.

Only one is left visible on the graph, but since last time Michigan went from Stong Biden to Weak Biden, then Strong then Weak, then finally Strong again before Biden's lead increased up to 8.6% as we write this, firmly within the Strong Biden zone. This corresponds to a 99.1% chance of a Biden win. If nothing changes before election day of course.

Wisconsin is another back and forth with no net category change. It dipped into "Weak Biden", then moved back into "Strong Biden" where it has been most of the time since July. Biden currently has a 6.2% lead, or about a 94.8% chance of winning.

Since the last update, Trump's lead in South Carolina very briefly dipped below 5%, then went back up again. Once again, this is a chance that was actually erased by subsequent polls. Right now, Trump leads by 5.3%, which means about a 97.3% chance of winning.

Biden's lead in Nevada grows to 5.3% or a 91.7% win chance, pulling it out of the "Weak Biden" zone.

For the second time in the last few months, Iowa slips to the blue side of the line. Barely. The poll average has Biden at a 0.4% lead, which would be a 50.8% chance of winning the state. This is clearly a toss-up, but also given the history, it would not be surprising at all to see Iowa slip back into the red with the next polls that come in. The "usual" situation for Iowa seems to be just barely Trump, and it is way too early to make any determination that there has been a lasting change.

Last time we had Montana move into the "Weak Trump" category. A series of poll updates covering older time periods, including a correction to one outlier data point, completely erased that change. And by the time of this post, Trump's lead was actually up to 10.1%, putting the state not just into "Strong Trump" but all the way into "Solid Trump". Trump's chance of winning the state is now 99.9%.

So yeah, the Democrats probably won't be flipping Montana this time around.

Beyond the states that changed categories, here are the rest of the states that are currently in the "Weak" categories, but did not shift their classifications at all this time around. With no additional commentary.

With all the state views out of the way, time for the three different models for the range of electoral college possibilities.

The centerline of this chart is at a 212 EV Biden win, the best it has been since mid-September, but overall, this shows the steadiness of the race. The ups and downs we are seeing are a small handful of very close states going back and forth across the zero line as the polls jitter.

Looking at the best cases… where one candidate or the other wins ALL of the close states… Biden's best-case very rarely moves at all. Trump's best-case moves a lot more. This is a factor of there being a lot more states close to a 5% Biden lead than there are states close to a 5% Trump lead. But even there, the Best cases have just bounced in a range since July. There is no clear trend.

Next up, the probabilistic view using "uniform swing" where we force all of the states to move up and down together. This gives both the maximum chances of an upset and the maximum chances of the current leader getting a landslide.

And we see the same thing. Yes, improvement for Biden lately, but well within what has been the normal range of possibilities lately.

The only place where you can claim a breakout is the top of Trump's 2σ (95.45%) range, which is down to a 12 EV Trump win. That is indeed the worst we have seen for Trump on that line in this election cycle.

This range does still include Trump winning, but barely. This version of the model currently gives Trump a 5.2% chance of winning.

And then the "Independent States" view. This does a simulation assuming what happens in each state is completely independant of what happens in all the others. So if the polls underestimate Trump's support in Ohio, it means nothing to what may happen in Pennsylvania, etc. This results in the tightest range of possible results.

On this view as well, Trump has declined the last few weeks, but we aren't breaking new ground.

We are however in the territory where even the 3σ (99.73%) range does not include the possibility of Trump winning. In fact, the standard display on the 2020 Electoral College page now rounds Biden's win odds to 100%. Looking at the unrounded simulation results, we actually have 99.996% Biden wins, 0.0027% Trump wins, and 0.0013% ties.

Both the "Uniform Swing" and "Independent States" represent the extremes of how correlated or not state results are to each other. The truth is somewhere in between, but where in between is not predicted by these models.

So the Election Graphs statement on odds right now is simply that Trump's odds of winning are between 0.0027% and 5.2%.

So let's look at the odds charts.

So, uh, yeah. We probably won't show this one much unless Trump starts spiking and there is something to see. In the Independent States view, Trump has been so close to zero for so long that you can't even see any red on this chart.

On uniform swing, there is at least something to see. But again, we are bouncing around in a well-trod range. We're currently at a 5.2% Trump win probability in this view. The range on this chart (currently showing the race since July 12th) is from a 4.6% to a 16.9% chance of a Trump win.

Now, to be clear, there is a big difference between a 4.6% chance of winning and a 16.9% chance of winning.  But that seems to be the range we have been living in for Trump's maximum odds of winning. We are still in that range, although near the low end.

And now the tipping point. This represents how much the national popular vote would need to move… assuming a uniform swing of states… in order to flip the overall result. Once again, we see us near Biden's best, but not quite setting records. Right now the 6.2% is the best Biden has seen since August 11th. But he was close to this level as recently as September 19th.

Unless there is a breakout, this is once again a picture of a steady race. Yes, Biden is near the top of his range, but basically, things have been flat for months. There is no overarching trend.

And there is the center of our spectrum of states. There are a LOT of close states right now. Trump winning all of them isn't enough. He has to also pull in Nevada and Wisconsin. Or some of the states where he is behind by even more.

The RCP average of national polls currently shows a 9.6% Biden lead. Comparing to the 6.2% tipping point, this implies that the structure of the electoral college is currently giving Trump a 3.4% head start. This is up from 0.7% in the last update.

The increase in this delta since last time would indicate that a lot of Biden's gain in the national popular vote is coming from states that don't matter. Biden winning by a bit more in New York, or losing by a bit less in West Virginia is simply irrelevant given how we actually choose presidents.

Finally, let's do the 2016 comparison.

Reader Ali D recently asked in the post comments if I could do 2016 comparisons based on the probabilistic views in addition to what I have been doing here. He wasn't sure the expected case was a good comparison since it could change so much based on close states crossing the centerline.

The short answer is no. The probabilistic views are all new for 2020, so I have no 2016 line to compare to. Sorry!

Going into more detail, the estimates of how close to reality the poll averages end up that drive the probabilistic analysis are based on looking at the 2008 through 2016 results, so even though I once did it as a one-off, applying that analysis to 2016 would not be valid since you are essentially using the 2016 results to predict 2016.

It theoretically would be possible for me to generate separate state win odds using only 2008 and 2012 data using the same method I used, then retroactively generate a full probabilistic trend for 2016, but even doing this with only 3 election cycles of data seemed a little iffy, doing it with two really would be. Plus, realistically, I'm not going to have time to do anything like that before election day.

So once again, sorry!

Ali D is also correct that JUST looking at the expected case doesn't give you a good sense of how close things really are since you don't know if the states making up the winning margin have the winner ahead by 0.1% or by 1% or by 10%.

This is why we look at BOTH the Expected Case and the Tipping Point to understand the comparison…  I guess we could expand this to also compare the best cases for both candidates, but things are already complicated enough… so we'll stick to just these two.

Here we go…

In the expected case, Biden has been doing better than Clinton ever since we hit the 76 day out mark. We are now past Clinton's last surge, and into the part of the race where her lead had started to slip.

So far, Biden's lead is not slipping. It is increasing.

But let's look at the tipping point comparison:

In this metric, between 37 and 29 days out, when Clinton was at a high point and Biden was at the low end of his range, Biden was actually doing worse than Clinton was at the same point. But that Clinton peak is over, Biden is gaining, and so Biden once again is stronger than Clinton was at this point.

We certainly can't say it is impossible for this picture to change before the election. But for Trump to actually be FAVORED to win, Biden needs to start collapsing soon, and he needs a bigger and faster collapse than Clinton suffered in 2016.

Unlike Clinton, who regularly fell to levels where the race was tight and she was favored but Trump clearly had a very good shot, Biden has been consistently strong all the way along. So to let Trump take the lead, he would have to do significantly worse than we have ever seen, not just a little bit worse.

Or course Trump doesn't have to be favored in order to win. With existing polling, the Uniform Swing view gives Trump a 5.2% chance of an upset. And 5.2% is NOT ZERO.

Embedding the most recent XKCD because it is directly relevant:

XKCD Prediction

Of course Election Graphs is actually saying that the chances of a Trump win are LESS than 5.2% if the election was today. Even so, it is STILL NOT ZERO.

Plus there is still time for things to change. Over 9 million people have already voted. Voting is well underway. But as I write this we have a little over three weeks until the the end of voting and most people haven't voted yet. While it seems increasingly likely that it will be hard for Trump to actually get to a position where he is the favorite on election day, he may very well improve his odds in that time.

There still could be an October Surprise that makes a difference!

We shall see.

Finally, the map as it stands right now:

Everything above represents the situation as of when I started writing this blog post. Looks like at least two new polls have been published while I have been writing. So time to close this out and start updating the site again…

But first, the usual closing with the countdown:

24.1 days until the first results start coming in for Election 2020.

Tune in for the inevitable ups and downs that happen in those days…

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.

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
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
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:

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.

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
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
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:

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.

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
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
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:

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.

Mixed Results

Since the last blog post on January 6th, there have been new state-level polls in New Mexico, Iowa, Arizona, Michigan (x2), Georgia, Nevada, Wisconsin (x2), Connecticut, Florida, and West Virginia.

These polls have, in general, shown mixed results. Some move toward Trump, some step toward the Democrats. For some, it depends which Democrat you are watching.

Add everything in from all the states, and you end up with a pretty neutral update on the probabilistic view, with no massive moves, and the changes we do have going in different directions.

Let's look first at the median margins in the Monte Carlo simulations:

Dem 6 Jan 19 Jan 𝚫
Biden +132 +126 -6
Sanders +46 +48 +2
Warren +2 +4 +2
Buttigieg -48 -50 -2

Two Democrats improve against Trump, two diminish. But none of these move very much from where they were.

It is worth noting that between the last update and this one, Warren vs. Trump did briefly flip to the median being a six electoral vote Trump win. But then that reversed and ended up with Warren being slightly better off than she was.

When you look at the four curves, it seems POSSIBLE that we have hit an inflection point. After several months of the curves moving towards Trump, have we now changed direction?

I would urge caution on that interpretation. It is premature. Notice that there was a similar "bump" back toward the Democrats in November. But it was short-lived, and the longer-term trend continued.

So, on the whole, no big moves this update.

Now in terms of win odds:

Dem 6 Jan 19 Jan 𝚫
Biden 99.5% 99.2% -0.3%
Sanders 78.0% 79.9% +1.9%
Warren 50.8% 52.4% +1.6%
Buttigieg 14.4% 14.2% -0.2%

Between these updates, Biden had briefly dropped below 99%. But he rebounded up to 99.2%. Not quite the 99.9%+ he had back in September, but still very strong.

Sanders and Warren both improve a little bit here, with Sanders continuing to be weaker than Biden, but much stronger than Warren, who is barely better than a coin toss.

And Buttigieg, well, at the moment he continues to look like cannon fodder for Trump if that was the matchup.

Looking at the older categorization view, in terms of straight-up changes to the categories I put states in, four changes were good for the Democrats, and three changes were good for Trump.

Moves toward the Democrats:

  • Sanders: New Mexico moved from Strong Sanders to Solid Sanders
  • Warren: Iowa moved from Strong Trump to Weak Trump
  • Warren: Michigan moved from Weak Trump to Weak Warren
  • Buttigieg: Arizona moved from Strong Trump to Weak Trump

Moves toward Trump:

  • Sanders: Georgia moved from Weak Sanders to Weak Trump
  • Biden: Michigan moved from Strong Biden to Weak Biden
  • Buttigieg: Iowa moved from Weak Buttigieg to Weak Trump

With the categorization view, we're simplifying and only say how the electoral college would look if every candidate won every state where they lead the average, rather than noting how often close states could flip to the underdog. But with that view, things look like this:

Dem 6 Jan 19 Jan 𝚫
Biden +178 +178 Flat
Sanders +58 +26 -32
Warren -44 -12 +30
Buttigieg -60 -84 -24

The changes here are more significant than in the probabilistic view because when a state goes from just barely one side, to just slightly on the other, it makes a huge and immediate difference.

Here only Warren actually improves from where we were at the last update, but she still loses to Trump.

Then the tipping points:

Dem 6 Jan 19 Jan 𝚫
Biden +4.3% +3.0% -1.3%
Sanders +1.0% +0.1% -0.9%
Warren -0.5% -0.5% Flat
Buttigieg -1.8% -1.6% +0.2%

On this view, only Buttigieg improves, and just barely. Because while another state flipped to Trump, the margin in the state needed to flip the balance back to him is less than it was before.

Each of these views shows a different way of looking at the race. If I had to pick one at the moment, I'd choose the probabilistic win odds, because it best incorporates all of the various factors at play. But all of them still show something worth tracking.

Now, a quick review of trends in each of the swing states with updates this time around. (I'll skip the states that are not really in contention.)

There is no real clear direction to the movement in Florida. The last updates have been good for the Dems, but all four of these candidates are neck and neck with Trump in Florida. Florida can't get enough of being a state living right on the knife's edge.

Georgia has been very sparsely polled.

The first few polls showed it moving much further in the Democratic direction than the historical average. The latest results inch back toward the red. But Georgia is a state to keep a careful eye on. At the moment, it is clearly in contention.

The historical average in Michigan has been pretty blue, but the most recent polls have shown that 2016 (a narrow 0.2% Republican win) may not have been an aberration. All four of these candidates are showing close races at the moment, with Buttigieg losing to Trump, and the other Democrats holding on to narrow leads.

The trends since the summer have been toward the Republicans, but the most recent polls have gone the other way, so the next releases will be critical to watch, as we will see if the state starts moving back to the blue, or stays in swing-state territory.

Arizona is almost the opposite of Michigan. A historically red state, where the early polls pulled things into the disputed zone, but some of the more recent results have started to move the averages back, at least for Sanders and Biden. This is another state to watch very carefully.

Wisconsin started out with a historical average of Weak Democrat. 2020 polls have shifted this to Weak Trump for all four of these Democrats. The most recent polls make it look like this movement may have plateaued, but it is too early to tell.

Iowa's historical average was Weak Democrat, now it looks like Weak Trump, but it is still close enough to be in contention.

And Nevada. Warren and Buttigieg are just barely losing to Trump. Sanders and Biden are winning by a bit larger margin, but still close.

That's it for the state by state updates this time.

Finally, I have one more thing to highlight before closing.

As I write this, there are just over two weeks until the Iowa caucuses, which are traditionally the start of the delegate race for both parties. I was planning on opening up the 2020 Delegate Race part of Election Graphs with the Iowa caucuses. But surprise surprise, as I was cleaning things up there and getting it ready for launch, I discovered that some delegates are already in motion.

No, it isn't superdelegates on the Democratic side. Due to rule changes this time around, they can't vote on the first ballot unless they mathematically can't make any difference to the outcome, so we aren't tracking them this time.

It is on the Republican side.

It turns out that on December 11th, the Hawaii Republican Party voted on delegate selection rules that just went ahead and bound their 19 delegates to Trump, bypassing any possible primaries or caucuses.

Other states have said they will do this, but Hawaii is the first state to make it official.

So Trump already has 19 of the 1277 delegates he needs to win the Republican convention.

Now, nobody expects any of the Republicans who are running against Trump to get much of anywhere. It currently seems unlikely they will even get any delegates at all.

So the graphs on the Republican side are likely to be very dull, and I probably usually won't even bother to show or mention them in these blog updates. But since this is the very first delegate update, here you go:

So out of 2552 Republican delegates, 19 have already been allocated. That is 0.74% of the delegates. Given that all 19 went to Trump, that means Trump needs 49.66% of the remaining delegates to clinch the nomination.

The next expected delegate allocation is actually also before Iowa. The Kansas Republicans will decide how to allocate their delegates at their convention which runs from January 31st to February 1st. I'm sure their choice will be a huge surprise to everyone.

And with that, the 2020 Delegate Race page is open for business!

288.8 days until polls start to close.

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 to go to a page with the current interactive versions of that 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.

Is Impeachment Hurting the Dems?

Once again, too long between updates. Since the last one on November 20th there have been new polls in Wisconsin (x3), New Hampshire, California (x2), Texas (x2), Arizona, Michigan, Pennsylvania, and Iowa.

If I'd been posting weekly as I had intended, there would have been a post looking at how Election Graphs win odds correlated to the popular vote polling averages at RCP and using that to measure the Democrats' Electoral College disadvantage. (Spoiler: As of right now it looks like Democrats need an approximately 6% popular vote win margin to have a 50/50 chance of winning the Electoral College.)

I also would have done a post talking about how while for us political junkies, it seems inconceivable that people don't know who at least the top five Democratic candidates are, this article in the Washington Post by Robert Griffin lays out a pretty convincing case that a large part of the differences in polling between Democratic candidates vs. Trump is STILL simply that lots of people don't know who some of these people are, something that clearly would change before Election Day if they were to win the nomination. That is obviously very important when interpreting what we see here on Election Graphs, which is 100% driven by state level general election matchup polls.

But I kind of missed talking about both those points when they were fresh. So I'll let the above suffice for now.

The main thing I want to look at today is this:

This shows the median electoral college result from the Election Graphs Monte Carlo simulations for each candidate pair.

For both Biden and Sanders there is a very clear "V" shaped pattern. (OK, if you look closely, you can see a "W", but the large scale pattern is a "V".) In the first half of this V, as new polls came in and the state averages moved from the baseline based on the 2000-2016 elections, to averages based on 2020 polls, almost every poll made Sanders and Biden look better.

Although he dropped out already, you can see a smaller scale version of this "V" pattern with O'Rourke as well.

Buttigieg doesn't show the initial portion of this V. As the initial polls came in, his results basically just stayed at about the same level as the 2000-2016 baseline. Frankly though, there was very little Buttigieg vs. Trump state level polling in this time frame though, which would explain that.

But all four of these candidates share the second half of the "V". Starting at a specific point in time, as new polling results came in, more often than not, the state averages would move away from the Democrat, and so the median electoral college results would also move the same direction.

When you look at the charts, the inflection point seems to be… well… very close to the date Nancy Pelosi announced that she was officially backing the impeachment investigation over the Ukraine issue.

There are some ups and downs, and you could argue that the best numbers for the Democrats were perhaps a little bit earlier or a little bit later, but roughly speaking, leading up to that announcement on September 24th, every week Sanders, Biden, and O'Rourke looked better in the polls than the week before, while Buttigieg held steady. After September 24th though, Sanders, Biden, Buttigieg, and O'Rourke all looked weaker in each subsequent week.

This may be a coincidence. It may just relate to which pollsters put out polls in which states during this time period. It may just be a "reversion to the mean" after a series of earlier polls were more favorable to the Democrats than was really reflected by the ground truth…

But the location of the inflection point compared to the date when impeachment moved from something a few people were talking about, to a real thing that was happening is hard to ignore. It certainly LOOKS like the impeachment efforts are hurting the Democratic candidates in state level head to head polling against Trump. State after state where the polling averages had moved from red to blue, have now slipped back into the red again.

But wait. There has been one clear omission in the discussion above.

Warren's trend line just does not match the patterns followed by the four candidates discussed above. (Neither did Harris's for that matter, but she dropped out, so we won't spend more time there.) There is no clear "V" shape like Sanders, Biden, and O'Rourke. Nor does Warren follow Buttigieg's pattern.

In fact, Warren does not show any change that looks like it coincides with impeachment events. Initially as early polls came in, she looked like she would do worse than the median based on the 2000-2016 averages. Then she started doing a little better than that. And now she's a little worse again.

The fact that the reversal in fortunes that lines up with the impeachment announcement does not seem to apply to Warren (or Harris) seems notable. After all, Warren was one of the first Democratic candidates to come out strongly in favor of impeachment, and she did so strongly. If there was an impact from impeachment, why wouldn't it touch her? Perhaps even more than other candidates? This may in fact be an argument toward this movement NOT being tied directly to impeachment, but rather to something unrelated.

Without information that specifically digs into motivations rather than just candidate preferences, it is hard to say anything definitive. But the alignment certainly is suggestive. We shall see if those trends continue as the impeachment saga continues to play out.

In the mean time, we'll close out by looking at the changes in our main metrics since the last update post, followed by some of the state level charts.

Dem 20 Nov 16 Dec 𝚫
Biden +158 +126 -32
Sanders +88 +56 -32
Warren +50 +24 -26
Buttigieg -6 -44 -38

All four still active Democrats weakened significantly in their "median case" from the Election Graphs Monte Carlo simulations.

This  has not been a good month for the Democrats.

Dem 20 Nov 16 Dec 𝚫
Biden 99.9% 99.4% -0.5%
Sanders 95.0% 83.5% -11.5%
Warren 81.8% 67.2% -14.6%
Buttigieg 44.3% 16.5% -27.8%

Given how far ahead Biden was, his win odds are still 99%+. But the other three took pretty big hits these last few weeks.

Especially Buttigieg. Last time he was already the only candidate with a less than 50% chance of beating Trump. But now that has dropped to a paltry 16.5%.

Dem 20 Nov 16 Dec 𝚫
Biden +210 +178 -32
Sanders +118 +58 -60
Warren +48 +14 -34
Buttigieg +6 -86 -92

Using the older and simpler "expected case" where every candidate simply wins every state where they lead the polls, you see similar across the board drops to what you see in the "median case" from the simulation, but the drops are even more dramatic.

Dem 20 Nov 16 Dec 𝚫
Biden +4.4% +4.3% -0.1%
Sanders +1.8% +1.0% -0.8%
Warren +0.6% +0.6% Flat
Buttigieg +0.2% -1.3% -1.5%

For the tipping point, which measures how much of a gain would be needed to flip the electoral college winner if that gain occurred uniformly across all states, Warren manages to stay flat, but the other three Democrats get weaker.

Finally, presented without additional commentary, the updated state charts in each of the states with new polling. You'll notice the recent swing toward Trump occurs in almost every state.

The news is coming hot and heavy these days. Iowa is now less than 50 days away. Things will develop quickly. Stay tuned.

323.6 days until polls start to close.

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 to go to a page with the current interactive versions of that 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.

Goodbye Blue Texas

It has once again been longer than I like, but it is time for another post.

Since the last update, there have been new polls in Michigan (x3), Nevada (x2), Texas (x2), Arizona (x2), Pennsylvania (x3), Florida (x2), North Carolina (x3), Wisconsin (x2), Iowa, Georgia (x4), and New Hampshire.

That is a lot. Sorry about that. Oops.

The most striking individual state result is that after peaking in September with three of the top six Democrats leading Trump in the Texas averages, and two more getting close, Texas has been moving back toward Trump.

As of now, none of the six most polled Democrats lead in Texas, and only three of those keep Trump's lead to less than 5%. And one of those (O'Rourke) has already dropped out of the race, leaving only Sanders and Biden still making it close.

Converting this to win odds, Biden has a 30.1% chance of winning the state (if the election was today), and Sanders has a 25.0% chance of winning.

None of the rest (except O'Rourke, who is out) is above 5%.

So Texas is reverting to form. It may be closer than it has been in previous years, but at least for the moment, the Democratic hopes for a blue Texas seem to be fading.

I'll go over other states with new polling at the end of the post, but first, a look at four ways of looking at the changes in the national summary since the last post.

O'Rourke vs. Trump is now in the top six best-polled candidate combinations (replacing Sanders vs. Pence). But since O'Rourke dropped out, we will leave him out and only look at the top five for now.

I haven't done posts showing the update-to-update comparisons for the older "categorization method" before, but since that used to be the bread and butter of Election Graphs, let's start there.

Dem 1 Nov 20 Nov 𝚫
Biden +254 +210 -44
Sanders +190 +118 -72
Warren +38 +48 +10
Harris +20 +20 Flat
Buttigieg +6 +6 Flat

In this "expected case" view, where every candidate wins every state where they lead in the poll average, both Sanders and Biden have lost ground.

Warren improves her position a little.

Harris and Buttigieg are flat.

Dem 1 Nov 20 Nov 𝚫
Biden +5.3% +4.4% -0.9%
Sanders +4.7% +1.8% -2.9%
Harris +1.4% +1.4% Flat
Warren +0.3% +0.6% +0.3%
Buttigieg +0.6% +0.2% -0.4%

Looking at the tipping points, which is analogous to the popular vote, but adjusted for the structure of the electoral college, once again, Warren is the only Democrat who is improving.

Harris is flat.

Biden, Sanders, and Buttigieg all lose ground to different degrees.

Note that while for a short time, Biden had a tipping point greater than 5%, meaning he could win using only states where he led by more than 5% and didn't even need any swing states. That is no longer true.

Now all five of these Democrats have tipping points indicating that they need to win at least some tight states to win.

Now, moving on to the more elaborate probabilistic model I look at a bit more these days…

Dem 1 Nov 20 Nov 𝚫
Biden +184 +158 -26
Sanders +124 +88 -36
Warren +36 +50 +14
Harris +8 +12 +4
Buttigieg -4 -6 -2

This view shows the "Median Case." The median case is the electoral vote margin in the exact middle of the 1,000,001 simulation runs done for each candidate combination when sorted by the margin. About half the time, the Democrat does better than this. About half the time, they do worse.

Warren and Harris both improve a bit. Biden, Sanders, and Buttigieg all lose ground.

Note that while in the classification view, all five Democrats lead Trump, in the probabilistic view, Buttigieg's median case is actually to lose.

But we need to look at probabilities, not the single "median case" estimate. You should not think that since a candidate is ahead or behind on the median case, that maps to winning and losing.

For instance, Buttigieg's median case is a six electoral vote loss to Trump. But if you look at the 2σ range, that is the range of outcomes that you would expect to occur 95.45% of the time; you get a range from Buttigieg winning by 92 electoral votes to Trump winning by 90 electoral votes.

There is a huge range of possibilities. It isn't just "Trump is ahead in the median case, so he wins."

So time to look at the win odds…

Dem 1 Nov 20 Nov 𝚫
Biden 100.0% 99.9% -0.1%
Sanders 98.3% 95.0% -3.3%
Warren 73.1% 81.8% +8.7%
Harris 54.6% 58.2% +3.6%
Buttigieg 46.0% 44.3% -1.7%

The trends above, which cover just under three weeks, show Warren and Harris improving, while Biden, Sanders, and Buttigieg slip back.

But looking back a bit farther, we can see some overall trends going back to September.

Biden continues to be pegged at a 99%+ chance of winning. His lead in some states has slipped, but his overall margins are high enough that this hasn't yet started to impact his chances of winning.

Sanders never had as big a margin lead as Biden, so as some of those states slipped back toward Trump, you see a more significant impact on his odds of winning.

Harris and Buttigieg have never done all that much better than a coin flip against Trump, peaking at around a 70% chance of winning. But since September, they have both dropped significantly, with Buttigieg now only at a 44.3% chance of winning, and Harris only at 58.2%.

The only candidate consistently improving over the last few months has been Warren. She bottomed out at only a 41.7% shot of winning in June, and while there have been ups and downs, the trend is clearly in Warren's direction.

We will, of course, see if that lasts. As can be seen by the spike toward Trump in June, trends can reverse quite quickly.

Now, besides Texas, here are a few additional states where there are trends worth noting. (Since so many places had new polls, I'll skip a few where there is less to comment on.)

No clear trends in Florida except to note that it is an exceptionally close race no matter which Democrat you match up against Trump. As has been usual for the last few presidential races, Florida is right on the line. And it is big. So it makes a huge difference.

The general trend in Pennsylvania, Michigan, and Wisconsin over the past few months has been for Democratic leads to decrease.

In Pennsylvania, there is no Democrat with more than a 5% lead, and Warren (and O'Rourke) are both slightly behind.

At this point, only Biden has a lead higher than 5% in Michigan.

In Wisconsin, all the Democrats still lead, but none by more than 5%.

These are, of course, the three states that gave Trump his victory in 2016. At the moment, they are all looking to be close battlegrounds once again.

The people who say that the Democratic nominee needs to pay close attention to these states are certainly not wrong.

And at the moment, the Democrats seem to be slipping in all three.

Pollsters have not paid as much attention to Georgia as I would like. But there have been a bunch of polls in the last few weeks and they show a competitive state, which is a significant change from the historical average.

The poll average now shows Biden and Sanders ahead, with Warren, Harris, and Buttigieg all bringing Trump's lead under 5%.

(O'Rourke has never been polled in Georgia, and now that he has dropped out, probably will never be. Sniff.)

Although Biden has reversed a bit recently, overall Sanders, Warren, and Biden are making North Carolina a narrowly fought battleground.

Harris and Buttigieg, while they are still keeping Trump's lead under 5%, do not seem to be gaining any additional ground lately.

Arizona has also been moving toward the Democrats. At least for Sanders, Warren, and Biden. Warren and Biden actually are slightly leading. Sanders brings Trump's lead under 5%.

Harris and Buttigieg, on the other hand, are not making things much closer than the historical 7.6% average Republican margin in the state. Just as in North Carolina, they lag behind the stronger Democrats.

So Trump is gaining in Texas, Pennsylvania, Michigan, and Wisconsin.

But the Democrats are gaining in Georgia, North Carolina, and Arizona.

As we get closer, things will heat up; there will be lots more polls and more movement.

Are we having fun yet?

349.7 days until polls start to close on election night.

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 to go to a page with the current interactive versions of that 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.

Enter Pence?

Since last week's update, there have been new polls in Michigan, Ohio, and Wisconsin.

First of all, I should mention that while the 2020 Electoral College page on Election Graphs lets you pick any Democrat and any Republican that has been polled in the 2020 cycle, here on the blog, we restrict ourselves to talking about the six "best polled" candidate combinations. I use a metric for this that is a weighted average of how far back in time the "five poll averages" go in each state. The weighting gives low margin states more influence in the metric than places where one candidate is far ahead.

Up until now, this had been six different Democrats vs Trump. In mid-September though, SurveyUSA did a poll of California that included Pence and Haley as potential Republicans in the general election too. And this last week, Emerson included Pence in a poll of Ohio.

This is pretty sparse polling, but it happened to make the new Sanders vs. Pence polling average in Ohio very close to a tie, which because of the way my metric for "best polled" works, increases the Sanders vs. Pence poll quality up higher than it probably deserves, and Sanders vs. Pence bumps O'Rourke vs. Tump off of my top six.

I suspect this will not last, but for now, I'm looking at Biden, Sanders, Warren, Buttigieg, and Harris vs. Trump… and Sanders vs. Pence.

Within these candidate combinations, the only change in the categorization model was Ohio flipping from just barely Trump, to just barely Sanders:

The current average here includes three actual 2020 polls, plus the 2008 and 2016 elections, ending up with a 0.2% Sanders lead. Now, this is one of those zones that is a bit different. Based on the historical performance of Election Graphs averages, a 0.2% Democratic lead only translates into a 47.8% chance of the Democrat winning.

The categorization model doesn't care about that, though. Ohio is now on the blue side of the centerline for Sanders, so the "Expected Case" includes him winning Ohio. Sanders now leads in this "everybody gets all the states where they lead in the average" case by 202 electoral votes.

I've been spending a lot of time on these blog posts lately on the probabilistic model, and I'll get to that in a second, but first a quick look at the expected cases for all six of the best-polled candidate matchups in terms of the categorization model:

Biden leads Trump by 242 electoral votes. Sanders now leads Trump by 202 electoral votes. Every one of the other combinations is a close race. The only Democrat losing is Warren, who falls short by 20 electoral votes.

Flipping back to the probabilistic view, which takes into account all the changes in all three states that got polls this week, not just the one category change, we see this:

Dem 29 Sep 6 Oct 𝚫
Biden 99.9% 99.9% Flat
Sanders 97.2% 97.3% +0.1%
Warren 66.7% 68.9% +2.2%
Buttigieg 66.5% 66.5% Flat
Harris 64.0% 64.0% Flat

Of these five, only Biden, Sanders, and Warren received new results this week. Nothing new for Buttigieg or Harris.

But let's not forget Sanders vs. Pence. Based only on the results of the last five presidential elections, this stood at a 68.1% chance of a Sanders victory. The earlier California poll had not changed this at all.  But adding the new Ohio poll to the average brings Sanders up to a 72.8% chance of beating Pence.

Let's also look at how the median electoral college result for these candidate matchups have changed in the last week:

Dem 29 Sep 6 Oct 𝚫
Biden +166 +170 +4
Sanders +112 +114 +2
Warren +30 +28 -2
Buttigieg +22 +22 Flat
Harris +18 +18 Flat

And of course, Sanders vs. Pence.  The result based only on the last five election results was Sanders +22. The new polling moves that to Sanders +28.

And that's it for this week.

393.7 days until polls start to close.

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 to go to a page with the current interactive versions of that 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.