>From The Century Foundation:


The new Gallup poll, conducted entirely after the GOP convention and
therefore the first poll that truly measures Bush�s bounce, shows Bush
with a very small bounce indeed: two points, whether you look at
registered voters (RVs) or likely voters ( LVs). His support among RVs
has risen from 47 percent before to 49 percent after the convention,
so that he now leads Kerry by a single point (49-48) rather than
trailing by a point.



Note also that Bush�s two-point bounce from his convention (which is
defined as the change in a candidate�s level of support, not in
margin) is the worst ever received by an incumbent president,
regardless of party, and the worst ever received by a Republican
candidate, whether incumbent or not (see this Gallup analysis for all
the relevant historical data). In 2000, Bush received an eight-point
bounce. And even his hapless father received a five-point bounce in
1992.



The poll contains other results that suggest the relative
ineffectiveness of the GOP convention.



Bush�s acceptance speech, which the media fawned over so
ostentatiously, was not rated any better by the public than was Kerry�
s�in fact, it received slightly worse ratings. Kerry�s acceptance
speech was rated excellent by 25 percent and good by 27 percent; Bush�
s was rated excellent by 22 percent and good by 27 percent.



In terms of whether the Republican convention made voters more or less
likely to vote for Bush�the real point of the convention after
all�there were almost as many saying the convention made them less
likely to vote for Bush (38 percent) as said it made them more likely
(41 percent).



This is actually quite a poor performance. The Democratic convention
this year had a substantially better 44 percent more likely/30 percent
less likely split. In fact, looking back to 1984, which is as far back
as Gallup supplies data, no candidate has ever had a more likely to
vote for/less likely to vote for split even close to as bad as Bush�s
this year.



Well, what about the tone of the convention? Do voters think the
Republicans got that one right? Nope. Just 39 percent think the GOP
maintained the right balance between criticizing the Democrats and
saying positive things about themselves, compared to 50 percent who
think they spent too much time criticizing the Democrats. By contrast,
in 2000, 45 percent thought the GOP maintained the right balance in
their convention, compared to 38 percent who thought they spent too
much time criticizing.



But this unfavorable judgement on tone for the GOP this year is not
without precedent. In 1992, just 26 percent thought the Republicans
maintained the right balance in their convention, compared to 56
percent who thought they spent too much time criticizing. And we know
what happened to the Republican candidate that year.



The internals of the poll provide further indicators that the
effectiveness of the GOP convention was vastly overestimated by the
media. For example, Kerry�s lead in the battleground states actually
widened over the course of the convention. Prior to the Republican
convention, Kerry had a one-point lead among RVs (47 percent to 46
percent) in the battleground states. After the Republican convention,
once the battleground voters had a chance to take a closer look at
what Bush and his party stand for, Kerry now leads by 5 in these same
states (50 percent to 45 percent)! Note that Kerry gained three points
among battleground voters, while Bush actually got a negative
one-point bounce.



And wait�there�s more! The Gallup poll�s internals also show that
Kerry continues to lead among independents (49 percent to 46 percent)
and that both parties� partisans are equally polarized for their
respective candidates (90 percent to 7 percent). Note that these
findings directly contradict the results of the recent Newsweek poll
(see below), which showed Bush doing much better among Republican
partisans than Kerry was doing among Democratic partisans. Note also
that, given the equal polarization of partisans and Kerry�s lead among
independents, the only possible reason Bush has any lead at all among
Gallup�s RVs must be because their sample has a GOP advantage on party
identification (my guess is five points) that is inconsistent with
almost all other polling data from this campaign season (see below for
more discussion of this issue).



Indeed, if equal polarization of partisans continues and Kerry carries
a three-point lead on independents into the election, he�ll win fairly
easily, since the Democratic proportion of voters in presidential
elections is always higher, not lower, than the Republican proportion.
In 2000, after all, Bush carried independents by two points and
received stronger support from his partisans than Gore did from
his�but still lost the popular vote by half a point.



In light of these findings, the big story from the convention seems
clear, right? Bush got a disappointingly small bounce from his
convention�indeed, the smallest bounce ever by some important
historical standards�and it was a relatively ineffective convention.
Nope, not if you�re writing stories at USA Today. Apparently, you dasn
�t contravene the current conventional wisdom about the campaign (Bush
surges ahead!) no matter what your own data says.



That�s why we get a story like �Bush Leads Kerry by 7 Points,� which
prominently features the LV results (where Bush does have a
seven-point lead) and resolutely refuses to dwell on Bush�s
historically poor result from his convention or on his almost
nonexistent lead among RVs.



Where did this conventional wisdom come from that the media is now in
thrall to? It came from two news magazine polls�Time and Newsweek�that
were conducted in whole or in part during, not after, the GOP
convention, but were nevertheless seized on by the media as evidence
that Bush had received a large bounce from his convention and now led
Kerry by a wide margin.



I consider both of these polls and their many problems below. First,
let�s look at the Newsweek poll, which was conducted September 2�3 and
had Bush ahead 54 percent to 43 percent among RVs. There were two big
problems with this poll, neither of which were covered (or probably
even understood) by the mainstream media.



First, it was not a true bounce poll; only one night of the two
covered by the poll actually took place after the GOP convention was
over. That night was highly likely to be Bush�s best post-convention
night, since it was right after his big speech and the huge media
splash the next day. And, in fact, Newsweek�s data show that Bush led
by sixteen points in their poll on this night and by only six the
night before. Kerry also did very well in polls the night right after
his acceptance speech, but then fell off rapidly in the next few days.



So why did Newsweek (and Time�see below) insist on doing their bounce
poll wrong so they were almost guaranteed to get misleading results?
Simple: their publication schedule. They had to have data in time to
dump it into their print publication. If they had waited to do it
right, the poll would not have made it into their post-convention
issue.



Second, aside from the timing, there were other reasons to be
skeptical of the Newsweek poll. For example, the partisan distribution
of the RVs in the Newsweek poll was quite startling: 38 percent
Republican, 31 percent Democratic, and 31 percent independent. This
seven-point lead for the GOP on party identification did not comport
well with other data on partisan distribution this campaign
season�which have consistently shown the Democrats leading by at least
several points�and can�t be blamed on a likely voter screen since
there was none.



As Chris Bowers of MyDD shows, if you assumed a more reasonable
distribution of party identification, Bush�s lead in this poll was
about cut in half. Moreover, if you assumed that the differential in
partisan support rates in the poll�94 percent to 4 percent for Bush
and only 82 percent to 14 percent for Kerry�was highly likely to
converge toward parity in the near future (indeed, the new Gallup data
show complete parity in this respect; Republicans and Democrats
support their candidates with equal intensity) even a Bush lead of
five to six points looked very unstable.



So how did Newsweek manage to pull a sample with a seven-point GOP
lead on party identification? It is certainly possible that there was
a sudden, large shift in party identification to the Republicans; the
distribution of party identification is not completely stable and does
indeed change over time. But a shift of this magnitude so suddenly and
so off-trend (which has been toward the Democrats) was quite unlikely.
I find it more plausible that there was differential interest in being
interviewed by Democratic and Republican voters over the time period
and that produced a skewed distribution of partisan identifiers in
their RV sample.



Does that mean I favor polls like this weighting their samples by
party identification? No, I don�t, because the distribution of party
idenfication does shift some over time and polls should be able to
capture this. What I do favor is release and prominent display of
sample compositions by party identification, as well as basic
demographics, whenever a poll comes out. Consumers of poll data should
not have to ferret out this information from obscure places�it should
be given out front by the polling organizations or sponsors
themselves. Then people can use this information to make judgements
about whether and to what extent they find the results of the poll
plausible.



The Time poll was conducted August 31 to September 2�that is, entirely
during the GOP convention�and had Bush ahead by eleven points, 52
percent to 41 percent, in a three-way LV match up (the most widely
publicized finding), as well as ten points ahead in a two-way LV match
up and eight points in an RV match up. It was these findings that
really got the ball rolling on the idea that Bush was getting a huge
convention boost and now was far ahead of Kerry.



 How plausible were these results?



Well, it�s certainly possible that Bush was as far ahead during the
convention as this poll suggested. But all other available polls taken
during the convention contradicted that result.



In an attempt to compare apples to apples, here are Bush-Kerry results
from contemporaneous three-way LV matchups (except Rasmussen, where
only a two-way LV result is available), with Bush�s margin in
parentheses:



Zogby, August 30 to September 2: 46 percent Bush to 43 percent Kerry
(+3)

ARG, August 30 to September 1: 47 percent Bush to 47 percent Kerry
(tie)

Rasmussen, August 31 to September 2: 49 percent Bush to 45 percent
Kerry (+4)



In this company, 52 percent Bush to 41 percent Kerry (+11) certainly
sticks out. Could it have anything to do with the different dates
included in these surveys, even though they were very close? Well, the
Rasmussen data were from exactly same period as the Time data (August
31 to September 2).



But if you are skeptical of the Rasmussen data, consider the Zogby
data. The Zogby data only included an additional day (August 30) when
compared to the Time data. But perhaps August 30 was a very pro-Kerry
day since the Republican convention had just started. However, for
Zogby and Time to match up (have Bush leading by 11) for the three
days they share, Kerry would have had to be leading by about
twenty-one points in Zogby on the day (August 30) they didn�t share.
This seems highly implausible.



The simplest hypothesis, then, is that the Time poll, for that period,
was exceptionally pro-Bush. It should have been viewed with skepticism
by the media but, of course, was viewed with anything but skepticism
by reporters hungry for the next big story. They should have payed
more attention to what Gallup had to say in an analysis released
during the Republican convention:



Based solely on history, the Bush�Cheney ticket could expect to gain
five to six points among registered voters after this week�s
convention. That would result in a 52% to 53% support level for Bush
among registered voters, up from 47% in the pre-convention poll.



However, the results from Gallup�s post-Democratic convention poll
showed that history might not apply in 2004, a year in which the
electorate was activated long before the conventions (usually the
conventions serve to activate voters), and a year in which relatively
small proportions of undecided and swing voters are available to the
two presidential tickets. Also, the post-Democratic convention poll
suggested that the Democratic convention might have helped energize
Republican voters. It is unclear whether the Republican convention
could have a similar paradoxical effect on Democrats, or if
Republicans will be activated, as is typically the case.



Of course, it now turns out that Gallup�s cautions were fully
justified. Bush failed to get the anticipated bounce from his
convention and the race is now about tied among voters nationwide. But
you�d never guess that from current media coverage of the
campaign�they�re still consumed with last week�s storyline about Bush�
s big convention bounce and wide lead.



And they�re likely to remain so until the polls start moving in Kerry�
s direction, at which point they�ll forget everything they�re
currently saying and act like Kerry�s got it locked up.



Too bad the media don�t pay more attention to the details of polling
data and the various ways in which these data can be mis- and
over-interpreted. It would be fairer to the candidates and much fairer
to the voters, who are continually told the race is over when it�s
not.





Adventures in Likely Voter Land



It has not escaped my notice that many people are puzzled as to how
exactly polls go about determining likely voters (LVs). There�s a good
reason for this: polling firms or sponsors rarely put much effort into
explaining, clearly and precisely, the mechanics of how they select
these LVs.



So, as a public service, here�s how they do it. Let�s start with
Gallup since, as noted above, they currently are showing a wide
disparity between their registered voter (RV) and LV results.
According to David Moore of Gallup:



Gallup asks each [RV] respondent seven LV screening questions, and
gives each person an LV score of 0 to 7. [Assuming a turnout of 55
percent], the top 55% are classified as likely voters.



Here are the seven LV screening questions:



1. SALIENCE: How much thought have you given to the upcoming election
for president?� quite a lot, or only a little? (�Quite a lot� or
 �Some� as a volunteered response score one point)



2. KNOWLEDGE: Do you happen to know where people who live in your
neighborhood go to vote? (�Yes� scores one point)



3. BEHAVIOR: Have you ever voted in your precinct or election
district? (�Yes� scores one point)



4. BEHAVIOR: How often would you say you vote�always, nearly always,
part of the time, or seldom? (�Always� or �Nearly always� scores one
point}



5. INTENTION: Do you, yourself, plan to vote in the presidential
election on November (*), or not? (�Yes� scores one point)



6. BEHAVIOR: In the [last] presidential election, did you vote for (*)
or (*), or did things come up to keep you from voting?



7. INTENTION: I�d like you to rate your chances of voting in the
upcoming election for president on a scale of 1 to 10. If �1�
represents someone who definitely will not vote, and �10� represents
someone who definitely will vote, where on this scale of 1 to 10 would
you place yourself?



If a voter answers each of these questions the �right� way, they get a
7, miss one and you get a 6, and so on. In practice that typically
means all of the 7s�given full weight�plus some proportion of those
with lower scores (usually the 6s), who are weighted down so that the
size of the likely voter sample matches the projected turnout for the
year (apparently 55 percent this year). All other voters are discarded
from the sample.



That�s how Gallup does it. What about other organizations�do they
select likely voters in the same way? Nope, they don�t. CBS News doesn
�t use a cut-off model, where low-scoring respondents are thrown out
altogether, but instead includes everyone in their RV sample, in some
form, in their LV sample. They do this by asking respondents a series
of voting-related questions and then assigning each respondent a
weight based on their score on these questions, from very high weights
for high-scoring respondents to very low weights for low-scoring
respondents.



Finally, by far the most common way is simply to ask a few screening
questions and then terminate the interview with those respondents who
give the �wrong� answers. Or only one question; some likely voter
screens are as simple as asking an RV how likely they are to vote in
the upcoming election; if they don�t say �almost certain� or
�probably,� out they go.



So that�s how they get the likely voters in the polls you read about.
How do they know that likely voters, months before the election, are
actually the voters who will show up on election day? They don�t.



Here�s David Moore from Gallup again: �We simply do not know, nor can
we know, which model is better during the campaign itself.� Exactly.
So why does he think the Gallup LV model works so well months and
months before the election. Because �if it is the most accurate model
just before the election, it is probably the most accurate during the
campaign as well.�



But that doesn�t follow at all. The Gallup LV model could work
perfectly right before the election (not that it really does, but that
�s another discussion) and still be quite a biased instrument earlier
in the campaign. Pretty much by definition, Gallup�s LVs months before
the election are not the same voters as Gallup�s LVs right before the
election, since voters answer the LV questions differently at
different stages of the campaign. And if there is any kind of partisan
dimension to �tune-in,� so that, say, Democratic partisans or groups
that lean strongly Democratic (like minorities) tend to tune in later,
that means the LV model will have a systematic tendency to, on
average, favor the party (the Republicans) whose partisans or groups
tune in the earliest.



Of course, my hypothesis here about Gallup LV bias might be completely
wrong. But to evaluate it, Gallup would have to make available the
demographics and partisan breakdown of the both its RV and LV samples
for the polls it releases plus, ideally, the results (including
demographics and partisan breakdowns) of the various screening
questions it uses. I�m not holding my breath.

xponent

Voting Maru

rob


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