Yes, I understand this is your position, but all of this is hand waving conjecture in the face of real polling evidence.
The actual polls, as aggregated by multiple sources (Real Clear Politics, FiveThirtyEight, Princeton Election Consortium) suggest that Obama was ahead before the storm, and is ahead by about the same after.
Your position simply is not supported by the evidence we have available. Again, I'm not saying your position doesn't have intuitive or "gut" sense, it just doesn't actually line up with the reality we're seeing based on the evidence we have.
I actually think the evidence is showing that very little of this matters. The first debate win for Romney mattered, definitely. Otherwise, very little else has moved the dial substantially, from Biden's gaffes to Romney's missteps to Sandy. It "feels" like these are significant and momentous things, but the polls simply do not mirror that feeling. The changes are minute or often non existent.