Phylogenetic Analysis and Comparative Data: A Test and Review of Evidence
Abstract
The question is often raised whether it is statistically necessary to control for phylogenetic associations in comparative studies. To investigate this question, we explore the use of a measure of phylogenetic correlation, lambda, introduced by Pagel (1999), that normally varies between 0 (phylogenetic independence) and 1 (species' traits covary in direct proportion to their shared evolutionary history). Simulations show lambda to be a statistically powerful index for measuring whether data exhibit phylogenetic dependence or not and whether it has low rates of Type I error. Moreover, lambda is robust to incomplete phylogenetic information, which demonstrates that even partial information on phylogeny will improve the accuracy of phylogenetic analyses. To assess whether traits generally show phylogenetic associations, we present a quantitative review of 26 published phylogenetic comparative data sets. The data sets include 103 traits and were chosen from the ecological literature in which debate about the need for phylogenetic correction has been most acute. Eighty-eight percent of data sets contained at least one character that displayed significant phylogenetic dependence, and 60% of characters overall (pooled across studies) showed significant evidence of phylogenetic association. In 16% of tests, phylogenetic correlation could be neither supported nor rejected. However, most of these equivocal results were found in small phylogenies and probably reflect a lack of power. We suggest that the parameter lambda be routinely estimated when analyzing comparative data, since it can also be used simultaneously to adjust the phylogenetic correction in a manner that is optimal for the data set, and we present an example of how this may be done.
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The pGLS approach takes the phylogenetic relatedness of the species as given by the phylogenetic tree into account.
“This approach takes the phylogenetic relatedness of the species as given by the phylogenetic tree into account.”
From A genomics approach reveals insights into the importance of gene losses for mammalian adaptations (2018) · cites this paper as [45]
Estimating a transformation for the errors will not rescue the analysis; the estimated value lies between 0 and 1, and both OLS and IC are susceptible.
“We also note that estimating a transformation for the errors (Pagel 1999;Freckleton et al. 2002) will not rescue the analysis; the estimated value of will lie between 0 and 1 and we have found both these more extreme cases (OLS and IC, respectively) to be susceptible.”
From Rethinking phylogenetic comparative methods (2018) · cites this paper as Freckleton et al. 2002
Many methods to detect phylogenetic signal perform poorly with datasets of less than 20 species.
“Indeed, many methods to detect phylogenetic signal perform poorly with datasets of less than 20 species (Freckleton et al. 2002).”
From How does cognition evolve? Phylogenetic comparative psychology (2012) · cites this paper as Freckleton et al. 2002
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- Authors
- Freckleton, R. P., Harvey, P. H., & Pagel, M.
- Affiliations
- University of Oxford (GB)
- Venue
- The American Naturalist
- Publisher
- University of Chicago Press
- Published
- 2002-12
- Volume
- 160
- Issue
- 6
- Pages
- 712-726
- ISSN
- 0003-0147 (ISSN-L)
- 1537-5323
- OpenAlex
- W2180478016
- Cited by
- 2,604
- References
- 66
- Citations by year
- 2026: 77 · 2025: 121 · 2024: 117 · 2023: 123 · 2022: 129 · 2021: 150 · 2020: 127 · 2019: 137 · 2018: 148 · 2017: 141 · 2016: 149 · 2015: 152 · 2014: 165 · 2013: 156 · 2012: 133
- FWCI
- 30.11
- Type
- journal article
- Language
- en
- Open access
- closed
- Locations
- The American Naturalist (publishedVersion)
- PubMed (publishedVersion)
- Topics
- Physical Sciences › Earth and Planetary Sciences › Paleontology › Evolution and Paleontology Studies
- Physical Sciences › Mathematics › Geometry and Topology › Morphological variations and asymmetry
- Life Sciences › Agricultural and Biological Sciences › Ecology, Evolution, Behavior and Systematics › Animal Behavior and Reproduction
- Keywords
- phylogenetic correlation, Lambda, phylogenetic correction, comparative analysis, type I error, statistical power, trait covariation
About these checks
Registry, retraction, Cites and statistics results are computed, not judged, with one exception: a printed reference that no index lists is read once by a model before it counts as a citation error. Claims are extracted by a model and kept only when their quote appears verbatim in the text; each cited source is then checked, with a model’s help, for whether it says what the claim relies on. Those verdicts can be wrong — read the claim’s quote and the cited source before relying on one.
Statistics and arithmetic are recomputed, not judged.
Confidence bands are shown only for fields calibrated on our annotated test set. None is calibrated yet, so no band is shown.
What counts as a claim ›How we measure confidence ›How we check this ›
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