Sunday, 12 November 2017

For the Love of Elections

The final resolution of the New Zealand Parliament a few weeks back once again bucked my predictions for another term of conservative government, proving that however hard predicting an election may be it’s nothing compared to the uncertainty that follows once politicians come to power.

With any luck we will fare a little better in calling the Queensland election on the 25th of this month. Before then, however, we will have the results of the same-sex marriage poll released on Wednesday, so we should have a quick look at that.

Voter Response Rate

Firstly, here is a graph for the rate of return of the survey papers.

Polling dated from the last day of data collection.

Generally, these types of polls have a margin of error in the realm of 2-3 percentage points. There are two outliers from October 2nd, however, that are well beyond this (marked in red). These results by Newgate Research and ReachTEL suggested 77% and 79% of eligible voters had returned their survey forms, about 30 percentage points higher than the previous day’s result from Essential (47%) and higher than all subsequent polls but the final one, taken one day before submissions closed.

There are many other hints that this data may be in error. The article publishing the Newgate Research figure included scepticism from Australian Christian Lobby’s director, who said the 77% figure “would surprise me”, while the source for the ReachTEL poll reported a suspiciously low 17.5% ‘No’ response. Crucially, these two polls were the only two (excluding the very first and very last) during the survey that did not ask the likelihood of voting from those who had not returned their ballots. The 77% and 79% figures are also in the ballpark of those who intended to vote in the polls taken prior to the survey beginning. I suspect, therefore, that these high numbers capture not only actually returned ballots but those who intended to return them—perhaps people who had filled out the papers and sealed them in the envelope but not yet posted them.

Whatever the reason, we will ignore these two figures going forward.


Conveniently, this line always trends positively now that the outliers have been removed, which makes sense as no one should be able to un-post their papers.

Voter Response

The latest data from Essential (see page 13) suggests that 64% of people who voted ticked ‘Yes’, almost double the combined ‘No’ and ‘Prefer not to say’ votes.

While polling has had some embarrassing moments over the last couple of years, at times wildly diverging from the actual results, this data, being based on historical fact and not subject to change like opinion, should in theory be a reliable indicator of the result.

Nevertheless, for the fun of it, let’s look at some other data collected to predict a result.

Here is a graph of support for the ‘Yes’ and the ‘No’ camps, ignoring the undecided vote (where recorded) as people either likely to not vote, or to split broadly along similar lines to those who answered:

Polling dated from the last day of data collection. Ipsos poll (9/11/2017) omitted for uncertainty. Results for dates with multiple polls are averaged.

Including the undecided/rather not say/other among polls where ‘Yes’+’No’ < 100%, the graph is similar:


This data however, is a mix of polls from people who have already voted, intend to vote or both. We can separate out some of this data accordingly:


Although voting intention seems to fluctuate dramatically, actual results seem to be quite flat and featureless compared to the preceding graphs. The available data for these graphs only begins from the start of October which, according to our very first graph, is after half of the submissions were already cast. This gave a sizable fixed baseline, which fluctuations in slowly accruing votes then had little impact upon.

Overall, there is a slight growth in the ‘No’ vote later in the survey, but not a particularly concerning one for the ‘Yes’ campaign.

The ‘other’ data among those who have already voted, presumably declining to answer rather than ‘don’t know’ as may surveys put it, is reasonably constant. By comparison, the ‘other’ among those yet to vote grows over time. This probably does not reflect voter’s wavering so much as a proportional reduction in people intending to vote. As more votes were cast those not intending to vote became a larger proportion of people in this graph.

All of the graphs examined so far would indicate a safe win for the ‘Yes’ camp, with ‘No’ never exceeding 50% and only getting close towards the final weeks of the survey among those yet to vote. By the end of the yet-to-vote graphs (22/10/2017) 75% of eligible votes had already been returned. A further 9% would be sent after this date, limiting the impact of this (comparatively) high ‘No’ support.

Two More Graphs

With these last four graphs, we can calculate an approximate value for ‘Yes’ and ‘No’ support over any given period from the slope of the dividing line(s).

For the sake of producing something more than mere graphs of publicly available data, here is a table of the daily support for ‘Yes’, ‘No’ and ‘Other’ (‘?’) extrapolated from the known polls (in grey):


And here is a table of the incremental increase in surveys returned over time:


The listed averages have been chosen to align with known points in the increase of surveys returned. Prior to October 1, at least 50% of the returned surveys had voted ‘Yes’. 18% of eligible voters replied between then and October 15, with a calculated average ‘Yes’ vote of 48.13%. 2% of forms were posted in the following 24 hours according to the polls (remembering these dates are somewhat artificial as they are collected over several days), at a calculated 50.13% ‘Yes’. The next 8% before October 22nd had 57.75% voting ‘Yes’. Similar information can be determined for the declared ‘No’ votes and the unknown ‘?’s:


A similar graph can be constructed based on reported surveys returned, but the simpler way to do this is to simply multiply the percentage of returned votes by the percentage that were ‘Yes’, ‘No’ or ‘?’ like so:


Which yields:


Conclusion

All of the polling throughout the survey has indicated a win for the ‘Yes’ campaign, and polling from the penultimate day of voting reports a 64% ‘Yes’ response—higher if some of the undeclared votes are also ‘Yes’. According to the final graph above, this not only makes ‘Yes’ more than 50% of the returned votes, but more than 50% of the issued votes. In other words the ‘Yes’ result would be greater than the ‘No’ result (including all undeclared votes) and the ‘did not answer’s combined.

Previous experience, particularly the British experience with Brexit, has left me a little wary of polling. It is tempting to suspect a hidden vote as we saw in the US presidential race, the Brexit vote and the UK general election. These hidden votes came from both left and right, but always in favour of the underdog, as though people were ashamed to admit they were voting for the less popular option.

On the other hand, over-cautiousness about this exact issue proved unfounded in New Zealand. In NZ, the people expected to vote voted. In the other elections we saw an atypical and unpredicted surge in voters from the disenfranchised working classes voting for Trump, whipped-up nationalists voting for Brexit and politically engaged youth voting for Corbin. The question, then, becomes one of whether we’ve been polling the right demographics in the right proportions, something we cannot know until Wednesday’s result.

However, there are two good reasons in my mind to trust the polling in this case. Firstly, most of the polls offered an option to remain uncommitted or not answer. This allowed a pollster-shy voter base to be captured without declaring their position. If there is a hiding ‘No’ vote I would expect it to be mostly contained in the thin grey bar in the above graphs.

The second reason I trust the polling data is that this is not an election held on one day. Unlike all of the bad-polling examples, this vote was conducted over almost two months. As a result we not only have data on how people intend to vote, but on how they claim they actually did vote. This data is free from late-season changes in attitude or people intending to vote not getting around to it.

That said, completely aside from any science or reason, I will slightly hedge towards a stronger-than-expected ‘No’ vote based on nothing but gut feeling. The last polling has ‘No’ at 31%, plus a 5% undisclosed result. If this all went to ‘No’ it’d be a 64:36 (or 16:9) victory for the Yes camp. I’ll go a little further still and predict something in the order of 61:39, but nevertheless by all accounts including my own, we should see a clear ‘Yes’ result on Wednesday.

Saturday, 7 October 2017

The World Keeps Spinning and I cannot Stop It



I was expecting a little down time before needing to update here again, during which I have been working remotely (kinda) in the unicameral state. Yet it seems electoral news is unavoidable right now. Obviously the marriage postal survey is an ongoing story, and one I will dedicate at least one full post to (spoilers, I’m predicting a victory for the Yes campaign). But also local (Queensland) radio is expecting an election to be called any day now up here in the north-east, the NT’s LGA elections are not really on anyone else’s radar but are definitely a thing in this country, Xenophon is pulling out of federal politics to prepare for a lower-house run in my home state--so that race is already on foot--and overseas Catalan’s independence is being probably-not-decided by people risking their safety to illegally vote in Spain while the German election is being viewed as the possible start of the Fourth Reich. In other elections I didn’t get a chance to look into recently, Norway re-elected it’s conservative government, the Swiss passed one and rejected two referenda, Russia held gubernatorial elections and Singaporeans missed out on voting for their president due to a combination of peculiar constitutional provisions restricting this year’s candidates to those of Malay descent and only one eligible candidate standing. Upcoming this month, but also going to be largely ignored by me, are elections in Argentina, Austria, the Czech Republic, Iceland, Japan, Liberia, Kenya, Kyrgyzstan, Slovenia and Venezuela.

You get some democracy! And you get some democracy!
 
All of that, and I’m two elections behind in my wrap-up analysis. First, we have a very overdue reflection on the UK general election, and then the New Zealand general.

A very overdue reflection on the UK general election.

Out of 650 seats, I got 78 wrong. That’s an 88% success rate, which isn’t too bad even before you consider the large number of successful minor parties that are notoriously hard to predict. The full table will be in the data dump below, but there is little to be learned from the predictions we got right. The 78 wrong predictions are:

Constituency Prediction Result
Aberdeen South Scottish National Conservative
Arfon Labour Plaid Cymru
Ayr, Carrick & Cumnock Scottish National Conservative
Banff & Buchan Scottish National Conservative
Barrow & Furness Conservative Labour
Bath Conservative Lib Dem
Battersea Conservative Labour
Bedford Conservative Labour
Brentford & Isleworth Conservative Labour
Brighton Kemptown Conservative Labour
Bristol North West Conservative Labour
Bury North Conservative Labour
Caithness, Sutherland & Easter Ross Scottish National Lib Dem
Canterbury Conservative Labour
Cardiff North Conservative Labour
Carshalton & Wallington Conservative Lib Dem
Ceredigion Lib Dem Plaid Cymru
City of Chester Conservative Labour
Coatbridge, Chryston & Bellshill Scottish National Labour
Colne Valley Conservative Labour
Copeland Labour Conservative
Crewe & Nantwich Conservative Labour
Croydon Central Conservative Labour
Derby North Conservative Labour
Dewsbury Conservative Labour
Ealing Central & Acton Conservative Labour
East Dunbartonshire Scottish National Lib Dem
East Lothian Scottish National Labour
East Renfrewshire Labour Conservative
Eastbourne Conservative Lib Dem
Edinburgh West Scottish National Lib Dem
Enfield North Conservative Labour
Enfield Southgate Conservative Labour
Foyle Social Democrat Sinn Féin
Glasgow North East Scottish National Labour
Gordon Scottish National Conservative
Gower Conservative Labour
Halifax Conservative Labour
Hampstead & Kilburn Conservative Labour
High Peak Conservative Labour
Hove Conservative Labour
Ilford North Conservative Labour
Ipswich Conservative Labour
Keighley Conservative Labour
Kensington Conservative Labour
Kingston & Surbiton Conservative Labour
Kirkcaldy & Cowdenbeath Scottish National Labour
Lancaster & Fleetwood Conservative Labour
Leeds North West Lib Dem Labour
Lincoln Conservative Labour
Mansfield Labour Conservative
Middlesbrough South & East Cleveland Labour Conservative
Midlothian Scottish National Labour
Newcastle-under-Lyme Conservative Labour
North East Derbyshire Labour Conservative
Ochil & South Perthshire Scottish National Conservative
Oxford West & Abingdon Conservative Lib Dem
Perth & North Perthshire Conservative Scottish National
Peterborough Conservative Labour
Plymouth, Sutton & Devonport Conservative Labour
Portsmouth South Conservative Labour
Reading East Conservative Labour
Rutherglen & Hamilton West Scottish National Labour
Sheffield Hallam Lib Dem Labour
South Antrim Ulster Unionist
South Down Social Democrat Sinn Féin
Southport Lib Dem Conservative
Stockton South Conservative Labour
Stoke-on-Trent South Labour Conservative
Stroud Conservative Labour
Twickenham Conservative Lib Dem
Vale of Clwyd Conservative Labour
Walsall North Labour Conservative
Warrington South Conservative Labour
Warwick & Leamington Conservative Labour
Weaver Vale Conservative Labour
Wirral West Conservative Labour
Wolverhampton South West Conservative Labour

Of these, 7 are examples of the Conservatives pulling through against a predicted Labour win, 6 are Conservatives beating minor parties, 14 are unexpected minor party wins (half of those against other minor party predictions and half against Labour or Conservatives), 8 are from Labour doing better than expected against a minor party and the whopping 43 remaining are Labour polling much better than expected and slapping the Conservative party down. That accounts for more than 55% or our wrong calls in this election!

Much has been said of Jeremy Corbyn’s unexpectedly strong polling against Theresa May, in the face of a hostile media. Explanations range from identity politics to economics to evolutionary psychology. But personally, I’m not so much interested in why he did so well as why people didn’t see it coming.

With the election of Trump, the polls appeared to have been flawed by media vilification causing Republican voters to keep their intentions hidden. With Brexit, it has been claimed, there was an over-confidence in a ‘Bremain’ victory that reduced turn out for one side while fuelling protest votes for the other. Neither of these explanations appear to apply in the UK general election. What is of note is that younger generations turned out in large numbers and overwhelmingly supported Labour. Whether the Labour campaign spoke to them, they had resolved to become more active in politics after losing Brexit (as most younger voters appear to see it) or there was some other drive, the youth vote for Corbyn was an unexpected, progressive force.

With all of these inaccurate polls, I’m looking for a common denominator to adjust for; I cannot see one. What we appear to be facing is larger political engagement from groups that normally don’t turn out to vote (frustrated blue-collar workers for Trump, protest voters in Brexit and the youth in this election), stronger political engagement from all sides, and a failure of traditional survey methodology to adapt to a shifting political landscape.

And Now, to New Zealand

My analysis of the Kiwi election was brief and relied on basically estimating the nation-wide vote as a % per party. The actual result was National 44%, Labour 37%, NZ First 7%, Green 6% and others picking up the scraps. This is pretty well on par with our calculation of a mid-40s% National force against a comparable Labour-Greens alliance based on the polling. I, however, stepped away from this polling—based on the recent unreliabilities mentioned above—to suggest the Labour would poll even better than this. Of my three stated predictions:

1) a Labour-Green combined result outperforming the Nationals did not eventuate (58:51 seats in the Nationals’ favour), though I was right on the sub-prediction that Labour would gain at the expense of the Greens.

2) the Labour-Green combined result being sufficient to form government did not eventuate (10 seats short of a majority).

3) NZ First will refuse to cooperate with the Greens IF they end up holding the balance of power; unless Labour can form a >50% coalition with NZ First, they will see NZ First crown the Nationals to public outcry. This is still to be determined, but (with the possible exception of the public outcry) this looks pretty solid.

So, with a somewhat unusual question, I find myself asking ‘why did the traditional, well tested polling methods accurately predict the NZ polling result?’ It would seem the people turning out to vote were exactly those who were expected to. While I had looked at the poll inaccuracies as a left/right or willing-to-speak-out/unwilling-to divides the real focus—particularly applicable to the voluntary postal vote in Australia—should be on:
1) Who is being polled?
2) Who is not being polled?
3) Who should be being polled?

Data Dump

 
 

Friday, 22 September 2017

The Other Land Down Under

I must provide the normal excuses for not having yet looked at the results of the UK election and comparing these to my predictions. And, obviously, looking forward I will be spending a little time going ahead regarding the same-sex marriage poll in Australia. But right now, polls are open in New Zealand so I have a very small window to discuss all things Kiwi.

The New Zealand Voting System

One of the more curious of the electoral systems I am likely to cover for some time, the NZ parliament is elected using a mixed-member proportional representation system to elect its lower house. (Although NZ used to have an upper house, they pulled a Queensland in 1950 and abolished it.)

There are 71 electorates in New Zealand, which are elected by first-past-the-post systems, so whoever gets the most votes wins each of these seats. However, there are 120 seats in the parliament, sometimes more. This is because New Zealand voters also get to vote in a proportional representation system. This may be best illustrated by a 2-party example:

Party A wins 31 seats, and 40% of the proportional vote. Party B wins the remaining 40 seats and 60% of the proportional vote. Using a simple allocation of the seats (rather than the more complex Sainte Lague method they actually use that favours minor parties) Party A is entitled to 40%*120 = 48 seats, so adds 17 more members from its party list, and Party B is entitled to 60%*120 = 72 seats so adds 32.

This means that for predictive purposes the electorate votes are largely irrelevant; and miscalculation will generally be covered by the additional proportional vote. In other words, predict the proportional vote, and you predict the government.

The Popular Vote

In order to win any seats, a party must either gain 5% or the proportional vote or win a seat outright. Looking at the polls taken throughout the month of September, only four parties were expected to exceed 5% at any point: the ruling National Party, the opposition Labour Party, the Labour-alligned Greens Party and the free-floating NZ first:


Poll concluded: National Labour Green NZ First
20 Sep 45.8% 37.3% 7.1% 7.1%
19 Sep 46% 37% 8% 5%
13 Sep 40% 44% 7% 6%
11 Sep 47.3% 37.8% 4.9% 6.0%
10 Sep 40% 39.5% 9% 6%
6 Sep (Newsroom) 30% 45% 6% 11%
6 Sep (One News) 39% 43% 5% 9%
5 Sep 38.9% 41.1% 6.7% 8.9%

Importantly, given the left-leaning nature of the Green vote, the latest polls are very close for a Labour-Greens coalition:


Poll concluded: National Coalition
20 Sep 45.8% 44.4%
19 Sep 46% 45.0%
13 Sep 40% 51.0%
11 Sep 47.3% 42.7%
10 Sep 40% 48.5%
6 Sep (Newsroom) 30% 51.0%
6 Sep (One News) 39% 48.0%
5 Sep 38.9% 47.8%

Nevertheless, on the most recent data it would look like a narrow National lead, depending on the NZ First to play king/queen-maker. However, we've seen a lot of inaccurate, narrow polling in the last 18 months: Brexit, US Presidential and UK National. The French Presidential election--by contrast--was reasonably well predicted but far from close.

The first two of these surprise results favoured the right, the third favoured the left, so this is not necessarily a phenomena measured well on the traditional left-right spectrum. All three, however, supported the underdog and all three swung further than expected in favour of change. To say all three favoured the "unpopular" choice would be misleading, since in Brexit the "unpopular" vote won first-past-the-post (and in the US Trump also won, though not on the popular vote); it may be accurate to suggest, however, that these hidden votes supported the politically-incorrect/media-ridiculed position. Although polling is anonymous it would seem that people with these 'socially unacceptable' positions (for lack of a better word) are still hesitant to disclose these positions to polsters.

What does this mean in NZ? Support for the underdog would play into Labour's hands--especially considering that two months ago before a leader change their polling was about 20 percentage points lower. Support for change would also support Labour. However the rise of Jacinda Ardern, the new Labour Leader, has made her something of a media-darling. As a result there is less motivation for a 'hidden' vote.

Is the appetite for change fully represented in the polling above? There will be no way to tell until tonight. But it should not be as dramatic as the Brexit vote (probably in the area of around 10 percentage points).

My predictions, therefore, are:
1) a Labour-Green combined result outperforming the Nationals, but probably with Labour taking ground from Greens.
2) the Labour-Green combined result being sufficient to form government, but
3) NZ First will refuse to cooperate with the Greens IF they end up holding the balance of power; unless Labour can form a >50% coalition with NZ First, they will see NZ First crown the Nationals to public outcry.