Rethinking phylogenetic comparative methods
Open accessPublished version of a preprint
Abstract
As a result of the process of descent with modification, closely related species tend to be similar to one another in a myriad different ways. In statistical terms, this means that traits measured on one species will not be independent of traits measured on others. Since their introduction in the 1980s, phylogenetic comparative methods (PCMs) have been framed as a solution to this problem. In this article, we argue that this way of thinking about PCMs is deeply misleading. Not only has this sowed widespread confusion in the literature about what PCMs are doing but has led us to develop methods that are susceptible to the very thing we sought to build defenses against-unreplicated evolutionary events. Through three Case Studies, we demonstrate that the susceptibility to singular events is indeed a recurring problem in comparative biology that links several seemingly unrelated controversies. In each Case Study, we propose a potential solution to the problem. While the details of our proposed solutions differ, they share a common theme: unifying hypothesis testing with data-driven approaches (which we term "phylogenetic natural history") to disentangle the impact of singular evolutionary events from that of the factors we are investigating. More broadly, we argue that our field has, at times, been sloppy when weighing evidence in support of causal hypotheses. We suggest that one way to refine our inferences is to re-imagine phylogenies as probabilistic graphical models; adopting this way of thinking will help clarify precisely what we are testing and what evidence supports our claims.
AI snapshot
Written from the paper’s full text.
TL;DR
The paper argues that phylogenetic comparative methods are commonly mischaracterized as solving nonindependence and are instead vulnerable to singular, unreplicated evolutionary events that can generate spurious associations. Through three case studies it recommends combining hypothesis testing with data-driven “phylogenetic natural history” and using graphical models to clarify causal inference.
Key findings
- Across continuous and discrete comparative methods, a single unreplicated shift can drive significant associations; in Felsenstein’s worst-case simulations, as shift variance relative to BM variance increases, the proportion of significant contrast regressions increases dramatically (each point represents 200 simulations for a fixed phylogeny).
- Reanalysis of the Scales et al. (2009) data set of fast glycolytic muscle fiber fraction across 22 squamate lizards found the original predator-escape (PE) hypothesis was 13.0 AICc units better than the next closest model (FMPE), but a Bayesian mixture with RJMCMC gave intermediate weight to PE on empirical data and recovered only a single highly supported shift on the stem branch of *Phrynosoma*; combined analysis gave strongest support to a *Phrynosoma*-only model, intermediate support to PE, and little support to the reversible-jump component.
- For discrete traits under Darwin’s scenario, Pagel’s correlation test statistic reduces to \(D = 2(\ln(T)-\ln(t))\), so support for the dependent model increases with total tree length; simulations on 20-taxon trees matched this prediction.
- The authors recommend unifying hypothesis testing with data-driven “phylogenetic natural history” and rendering phylogenies as probabilistic graphical models/Bayesian networks to clarify causal assumptions.
Methods
- Conceptual synthesis with three case studies; no single empirical data set spans all analyses.
- Case I simulations used a two-clade phylogeny (unresolved or Yule fully bifurcating), two traits under independent Brownian motion with \(\sigma^2 = 1\), and a singular event on a stem branch drawn from a multivariate normal with uncorrelated equal variances that were a scalar multiple of \(\sigma^2\); Case III derived Pagel’s test under Darwin’s scenario and simulated 20-taxon trees in diversitree with irreversible transitions on one randomly chosen internal branch, constrained vs. unconstrained Pagel models, root state 0, and loss rates 0.
- Case II built a Bayesian mixture model on the R package bayou, reanalyzing the Scales et al. (2009) 22-squamate data set and simulated data sets; expected trait values were a weighted average of a fixed PE regime painting and an RJMCMC-estimated shift configuration, with a truncated Poisson prior on number of shifts (mean 0.5, maximum 10) and a symmetric beta(0.8, 0.8) prior on the weight parameter.
Limitations
- Stated by the authors: the “singular events” model is primarily illustrative; fitting realistic cases requires estimating the location and number of events; there is no one-size-fits-all solution; many details remain to be worked out and alternative paths were not considered.
- Stated by the authors: in Case II, vague priors on the number and location of shifts in the reversible-jump analysis reward correctly guessing which branch contains a shift; ascertainment bias is likely prevalent; Darwin’s scenario is a boundary case, and the derivation’s assumptions differ slightly from available software.
- Evident from the text: Case II is limited to one 22-species lizard data set plus simulated data sets, and Case III’s analytical result assumes traits were selected without first looking at their phylogenetic distribution—a condition the authors say is rarely met.
Model-written summary. Check it against the paper before relying on it.
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Cites
Statistics
Claims the paper makes
16 of 68 cited sources checked · 9 supported · 0 flagged · accuracy not yet measured
- Premisecitation
Failure to consider alternative models in which the background diversification rate changes across the tree explains support for trait-dependent diversification.
“The work of Beaulieu and O'Meara (Beaulieu et al. 2013;Beaulieu andO'Meara 2014, 2016) has illuminated important underlying reasons behind Rabosky and Goldberg's findings: the failure to consider alternative models in which the”
Quote in the paperSubstantial claim1 of 2 sources checked - Interpretationcitation
Accounting for background shifts in evolutionary regimes unrelated to the focal trait association is general and applies across comparative biology.
“We think that the solution proposed by Beaulieu and O'Meara (2016)-accounting for background shifts in evolutionary regimes unrelated to the focal trait association-is general and applies across comparative biology.”
Quote in the paperSubstantial claim1 of 1 sources checked- cites Beaulieu and O'Meara (2016) source
- Interpretationcitation
The Brownian motion model is inconsistent with how we think of the process of adapting to an optimal state.
“While this model is useful (and has often been used) for testing for adaptation, it is inconsistent with how we think of the process of adapting to an optimal state (Lande 1976;Hansen 1997;Hansen and Orzack 2005;Hansen et al. 2008;Hansen and Bartoszek 2012).”
Quote in the paperSubstantial claim1 of 2 sources checked - Premisecitation
A wide breadth of macroevolutionary data suggest that abrupt shifts and discontinuities have been a major feature of life on Earth.
“a wide breadth of macroevolutionary data suggest that abrupt shifts and discontinuities have been a major feature of life on Earth”
Quote in the paperSubstantial claim3 of 3 sources checked- cites Uyeda et al. 2011 source
The paper’s opening section reports that a model combining rare, substantial bursts of phenotypic change with shorter-term bounded fluctuations best fits its data. But those data chiefly concern body size in mammals, squamates, and birds; they do not establish that abrupt shifts and discontinuities have been a major feature of life on Earth generally. (LLM, conf=0.85)
Experimental — accuracy not yet measured - cites Landis and Schraiber 2017 source
The Abstract describes evidence of rapid evolutionary pulses in fossil and ecological data, and the Discussion reports that jump models best explained body-size evolution in 32% of the 66 vertebrate clades studied. These passages support abrupt shifts as a feature of evolution, but the claim extends the finding to life on Earth generally; the paper says the prevalence of pulsed evolution across the Tree of Life remains unknown. Page numbers were not available in our copy. (LLM, conf=0.86)
Experimental — accuracy not yet measured - cites Jablonski 2017 source
- Premisenone given
Hansen's introduction of the Ornstein-Uhlenbeck process to comparative biology and the suite of methods built on his approach have been the only real attempts to capture the basic dynamics of adaptive trait evolution on phylogenies.
“Hansen's introduction of the Ornstein-Uhlenbeck (OU) process to comparative biology and the suite of methods built on his approach have been the only real attempts to actually try and capture the basic dynamics of adaptive trait evolution on phylogenies.”
Quote in the paperNot a substantial claim1 of 1 sources checked- cites Hansen 1997 source
In “The Evolutionary Approach to a Primary Optimum” (page unavailable), Hansen identifies his model as an Ornstein–Uhlenbeck process and describes a novel biological interpretation of it. But he explicitly says the process had previously been suggested for comparative studies, so the paper does not support saying he introduced it to comparative biology. The Abstract describes his method, but does not establish that methods built on it were the only attempts to capture adaptive trait evolution on phylogenies. (LLM, conf=0.88)
Experimental — accuracy not yet measured
- Premisecitation
AIC provides only relative support for a model given a set of alternatives.
“However, AIC provides only relative support for a model given a set of alternatives (see Pennell et al. 2015 for more on this point in the context of comparative methods).”
Quote in the paperNot a substantial claim1 of 1 sources checked- cites Pennell et al. 2015 source
- Interpretationcitation
Depending on the Bayesian network structure, the appropriate method of analysis can range from a nonphylogenetic regression, to commonly used comparative methods such as PGLS, to methods that require modeling both the evolutionary history of interaction of both trait X and trait Y.
“Depending on the Bayesian network structure, the appropriate method of analysis can range from a nonphylogenetic regression (Fig. 7A), to commonly used comparative methods such as PGLS (Fig. 7B), to methods that require modeling both the evolutionary history of interaction of both trait X and trait Y (Fig. 7C) (Hansen 1997;Butler and King 2004;Hansen et al. 2008;Revell 2010;Hansen and Bartoszek 20”
Quote in the paperSubstantial claim1 of 3 sources checked- cites Hansen 1997 source
The Phylogenetic Covariance section describes generalized least squares for phylogenetically correlated trait data, and the Discussion argues that comparative analyses should consider the history of selective regimes. The paper does not set out a Bayesian-network-based choice among nonphylogenetic regression, PGLS, and joint modeling of the evolutionary histories of two traits. Page numbers were not available in our copy. (LLM, conf=0.84)
Experimental — accuracy not yet measured - cites Butler and King 2004 source
- cites Hansen et al. 2008 source
- Interpretationcitation
Modeling the errors using fat-tailed distributions may mitigate the impact of singular evolutionary events on the estimation of the slope in PGLS and other linear modeling approaches.
“For PGLS and other linear modeling approaches, modeling the errors using fat-tailed distributions (Blomberg et al. 2012;Landis et al. 2012;Elliot and Mooers 2014;Duchen et al. 2017) may mitigate the impact of singular evolutionary events on the estimation of the slope (also see Slater and Pennell 2013, for an alternative approach using robust regression).”
Quote in the paperNot a substantial claim2 of 3 sources checked- cites Blomberg et al. 2012 source
- cites Landis et al. 2012 source
The paper’s introduction (page not available in our copy) says that Lévy-process jumps give trait-change distributions fat tails and account for abrupt evolutionary shifts. Its Discussion addresses detecting such jumps, but the paper does not show that fat-tailed errors mitigate their effect on slope estimates in PGLS or other linear models. (LLM, conf=0.82)
Experimental — accuracy not yet measured - cites Elliot and Mooers 2014 source
The Background toy example shows that a heavy-tailed stable model is less affected than a Brownian model by an unusually large change on one branch, but its outcome is ancestral-state reconstruction, not a regression slope. The Discussion proposes heavy-tailed methods for future studies of correlated evolution and notes that stable distributions lack the covariance matrix used in phylogenetic regression. It does not show that fat-tailed errors mitigate the effect of singular events on slope estimates in PGLS or other linear models; page numbers were not provided in our copy. (LLM, conf=0.85)
Experimental — accuracy not yet measured
- Findingreasoning
The probability of the dependent model P(M_dep|A) under Darwin's scenario is (t/T).
“The probability of the dependent model P(M dep |A) under Darwin's scenario is P(M dep |A) = (t/T) (7 )”
Quote in the paperSubstantial claim - Findingown data
When data were simulated under the PE hypothesis, the estimated weight given to the PE hypothesis was high.
“When we simulated data under the PE hypothesis, the estimated weight given to the PE hypothesis was likewise high (Fig. 3B).”
Quote in the paperSubstantial claim - Findingown data
Repeating the exercise with more phylogenetically structured data where the two clades are fully bifurcating following a Yule process yields identical results.
“We can repeat the same exercise with more phylogenetically structured data (where the two clades of interest are fully bifurcating following a Yule process) and obtain identical results (Fig. 2, see Supplementary Material available on Dryad at http://dx.doi.org/10.5061/dryad.p8066hd).”
Quote in the paperSubstantial claim - Findingreasoning
Under the assumptions above, the probability of the independent model P(M_ind|A) is (t/T)^2.
“Therefore, the probability of the independent model denoted as P(M ind |A) given the assumptions above is P(M ind |A) = P(N x (t)|N x (T) ≥ 1)P(N y (t)|N y (T) ≥ 1) = (t/T) 2 , (6 )”
Quote in the paperSubstantial claim- The authors state this as an assumption: The traits were selected for study without first looking at their phylogenetic distribution.
- The authors state this as an assumption: The likelihood of evolving these traits at all is quite small.
- Findingown data
In the simulation, a single contrast results in a high-leverage statistical outlier that drives significance as the size of the shift increases.
“That single contrast results in a very highleverage statistical outlier that drives significance as the size of the shift increases (Fig. 2).”
Quote in the paperSubstantial claim - Findingreasoning
The test statistic D for Pagel's discrete correlation test comparing M_ind and M_dep is D = 2(ln(T)-ln(t)).
“Therefore, the test statistic D used in the likelihood ratio test for Pagel's discrete correlation test comparing models M ind and M dep is simply proportional to the ratio of the length of the branch where the shift occurred to the total length of the tree: D = 2(lnL(M dep )-lnL(M ind )) = 2(ln(t)-ln(T))-4(ln(t)-ln(T)) = 2(ln(T)-ln(t)).(8)”
Quote in the paperSubstantial claim - Findingown data
Data simulated under the singular event model can result in highly significant regressions for OLS, PGLS, and IC, regardless of whether errors are simulated as independent or phylogenetically correlated.
“even for the simple case of two continuous traits, we have shown how easily data simulated under the singular event model can result in highly significant regressions for OLS, PGLS, and IC regressions, regardless if the errors are simulated as independent or phylogenetically correlated with respect to the model and phylogeny.”
Quote in the paperSubstantial claim- The authors state this as an assumption: Trait correlations can result from a single random shift drawn from a different distribution than the one used to model trait evolution across the rest of the branches.
- Findingreasoning
The analysis recovers high weights for the Phrynosoma-only hypothesis regardless of whether the model is fit to the Scales data set or to data simulated under either the Phrynosoma-only hypothesis or the PE hypothesis.
“In this case, we recover high weights for the Phrynosomaonly hypothesis regardless if the model is fit to the Scales data set, or to data simulated under either the Phrynosoma-only hypothesis or the PE hypothesis.”
Quote in the paperSubstantial claim - Findingreasoning
The likelihood value at the maximum likelihood estimate of the dependent model is L(M_dep) = t/T.
“The likelihood value at the maximum likelihood estimate of this model turns out to be just the probability from Eq. ( 7), that is L(M dep ) = t/T.”
Quote in the paperSubstantial claim - Findingown data
The authors' Bayesian mixture model places intermediate weight on the PE hypothesis for the original Scales data set.
“We find that our approach places intermediate weight on the PE hypothesis for the original Scales data set.”
Quote in the paperSubstantial claim - Findingown data
The RJ portion of the model fit to the Scales data set recovers only a single highly supported shift on the stem branch of the Phrynosoma lizards.
“Furthermore, the RJ portion of the model fit to the Scales data set recovers only a single highly supported shift on the stem branch of the Phrynosoma lizards (Fig. 3C,D).”
Quote in the paperSubstantial claim - Findingown data
When data were simulated under the Phrynosoma-only hypothesis, the weight given to the PE hypothesis was low.
“When data were simulated under the Phrynosoma-only hypothesis, the weight given to the PE hypothesis was low, as predicted (Fig. 3B).”
Quote in the paperSubstantial claim - Findingreasoning
The PE hypothesis is the simplest model that allows a shift on the branch leading to Phrynosoma.
“Looking at the reconstructions, it is also apparent that the PE hypothesis is the simplest model that allows a shift on the branch leading to Phrynosoma, a group that any herpetologist would identify as”
Quote in the paperNot a substantial claim - Findingown data
In no analysis did the reversible-jump portion recover support for any additional shifts.
“In no analysis did the reversible-jump portion recover support for any additional shifts.”
Quote in the paperSubstantial claim - Findingown data
Plotting the empirically estimated differences in the MLEs against the predictions making the simplifying assumptions above reveals a strong modal correlation between them.
“Plotting the empirically estimated differences in the MLEs against the predictions making the simplifying assumptions above reveals a strong modal correlation between them (Fig. 6).”
Quote in the paperSubstantial claim - Findingnone given
The empirical data set has intermediate weights.
“Notice that the empirical data set has intermediate weights.”
Quote in the paperNot a substantial claim - Findingreasoning
Points falling off the line represent slight violations of the assumptions used to derive the prediction.
“Points falling off the line represent slight violations of the assumptions we used to derive our prediction.”
Quote in the paperNot a substantial claim- The authors state this as an assumption: The rates of gain of the traits are so low that only one shift is ever observed (in the Figure 6 analysis).
- Findingown data
Modest support for two additional shifts is recovered for the empirical data only.
“Modest support for two additional shifts are recovered for the empirical data only (red circles).”
Quote in the paperNot a substantial claim - Findingnone given
All analyses recover high weights.
“All analysis recover high weights.”
Quote in the paperSubstantial claim - Findingreasoning
Most comparative research questions have a poorly defined scope of inference: it is unclear to what population a model or inference should generalize.
“For example, we find that most comparative research questions have a poorly defined scope of inference: it is unclear to what population a model or inference should generalize to.”
Quote in the paperSubstantial claim - Findingnone given
The two causal structures in the illustrative example are observationally equivalent: any distribution simulated under one can be replicated under the alternative causal structure.
“These two causal structures are observationally equivalent-meaning that any distribution simulated under one can be replicated under the alternative causal structure.”
Quote in the paperSubstantial claim - Interpretationreasoning
Singular and unreplicated evolutionary events are incompatible with models typically used to describe change over time, such as Brownian motion or the Mk model.
“Their singular and unreplicated nature seems incompatible with models that we typically use to describe change over time, such as Brownian motion (BM; Felsenstein 1973) or the Mk model (Pagel 1994;Lewis 2001).”
Quote in the paperSubstantial claim0 of 3 sources checked - Interpretationnone given
Rare evolutionary events may deceive comparative methods and distort interpretations.
“We will show in each Case Study that rare evolutionary events may deceive our methods and distort our interpretations.”
Quote in the paperSubstantial claim - Interpretationreasoning
The phenomenon that made Felsenstein's argument intuitive is not the violation of i.i.d. errors but the realization that unreplicated differences colocalized on a single branch provide only weak evidence of a causal relationship between traits.
“Nevertheless, our primary point here is to suggest that the phenomenon that made Felsenstein's argument so intuitive is not the violation of i.i.d.errors but rather the biologically intuitive realization that unreplicated differences colocalized on a single branch provide only weak evidence of a causal relationship between traits.”
Quote in the paperSubstantial claim - Premisecitation
Common statistical tests for the evolutionary correlation of discrete characters are prone to reporting a significant association even when the pattern is driven by a single or very few independent transitions.
“Maddison and FitzJohn (2015) recently demonstrated that common statistical tests (e.g., Maddison 1990;Pagel 1994) for the evolutionary correlation of discrete characters are prone to reporting a significant association even when the pattern is driven by a single (or, very few) independent transition(s) from one character state to another.”
Quote in the paperSubstantial claim0 of 1 sources checked- cites Maddison and FitzJohn (2015) source
- Premisecitation
This is a clear case of phylogenetic pseudoreplication.
“This seems to be a clear case of phylogenetic pseudoreplication (Read and Nee 1995;Maddison and FitzJohn 2015).”
Quote in the paperSubstantial claim0 of 2 sources checked - Interpretationcitation
The unresolved challenge of singular events permeates nearly every method of finding associations in comparative methods.
“We will argue that this unresolved challenge permeates not just tests for discrete character correlations, but nearly every method of finding associations in comparative methods (Fig. 1).”
Quote in the paperSubstantial claim - Interpretationreasoning
Guessing correctly which of the 42 branches on the phylogeny has a single shift with the hypothesis is rewarded by the analysis.
“Guessing correctly which of the 42 branches on the phylogeny has a single shift with our hypothesis is rewarded by the analysis (we will return to this issue in Case Study III).”
Quote in the paperSubstantial claim - Interpretationown data
The PE hypothesis fails to fully explain the shift leading to the Phrynosoma lizards, which are more extreme than expected given other taxa in their regime.
“In particular, the PE hypothesis fails to fully explain the shift leading to the Phrynosoma lizards (Fig. 3C,D), which are more extreme than they should be considering the other taxa in their regime (there is only one, Holbrookia maculata, which does not show such an extreme shift).”
Quote in the paperSubstantial claim - Interpretationreasoning
Phylogenetic comparative methods are susceptible to unreplicated evolutionary events.
“Not only has this sowed widespread confusion in the literature about what PCMs are doing but has led us to develop methods that are susceptible to the very thing we sought to build defenses against-unreplicated evolutionary events.”
Quote in the paperSubstantial claim - Premisecitation
Maddison and FitzJohn (2015) simulated comparative data and reported a preponderance of significant results using Pagel's correlation test (1994) and Maddison's (1990) concentrated changes test.
“In their article, Maddison and FitzJohn (2015) simulated comparative data and reported a preponderance of significant results using Pagel's correlation test (1994) and Maddison's (1990) concentrated changes test.”
Quote in the paperSubstantial claim0 of 3 sources checked - Interpretationreasoning
The authors' framework does not automatically reward more complex, freely estimated models.
“Thus, our framework certainly does not automatically reward more complex, freely estimated models.”
Quote in the paperSubstantial claim - Interpretationreasoning
The signal for an association between muscle fiber composition and predation escape behavior is generated in part, but not completely, by variation specific to the genus Phrynosoma.
“In summary, the signal for an association between muscle fiber composition and predation escape behavior is generated in part, but not completely, by variation that is specific to the genus Phrynosoma.”
Quote in the paperSubstantial claim - Interpretationown data
The PE hypothesis has statistically supported explanatory power, as its estimated weight is well bounded away from 0.
“This suggests that the PE hypothesis has statistically supported explanatory power as its estimated weight is well bounded away from 0.”
Quote in the paperSubstantial claim - Interpretationreasoning
The authors show the value in combining a hypothesis-testing framework with a natural history approach to identifying patterns of evolution.
“Nevertheless, we show the value in combining a hypothesis-testing framework with a natural history approach to identifying patterns of evolution.”
Quote in the paperSubstantial claim - Premisecitation
Maddison and FitzJohn (2015) demonstrated that commonly used methods return significant correlations all the time, in scenarios that defy statistical intuition.
“As we mention above, Maddison and FitzJohn (2015) recently demonstrated that commonly used methods return significant correlations all the time—and in scenarios that seem to defy our statistical intuition.”
Quote in the paperSubstantial claim0 of 1 sources checked- cites Maddison and FitzJohn (2015) source
- Interpretationcitation
Current comparative methods are not designed to deal with abrupt shifts and discontinuities.
“But as recent controversies in phylogenetic comparative biology have highlighted, our current methods (reviewed in O'Meara 2012;Pennell and Harmon 2013;Garamszegi 2014) are not designed to deal with such dynamics.”
Quote in the paperSubstantial claim0 of 3 sources checked - Interpretationreasoning
The problems and potential solutions identified apply just as well to situations where background evolutionary dynamics change more frequently.
“But the problems (and potential solutions) we identify apply just as well to situations where the background evolutionary dynamics change more frequently.”
Quote in the paperNot a substantial claim - Premisecitation
Scales et al. found strong support for the predator escape hypothesis, which is 13.0 AICc units better than the next closest model, FMPE.
“After fitting the multioptimum OU models to the muscle fiber data, they find strong support for the PE hypothesis, which is 13.0 Akaike's Information Criterion (AICc) units better than the next closest model (FMPE).”
Quote in the paperNot a substantial claim0 of 1 sources checked- cites Scales et al. 2009 source
- Interpretationreasoning
Hypothesis-driven and phylogenetic natural history approaches are complementary.
“For these reasons, we argue that hypothesis-driven and phylogenetic natural history approaches are complementary: we must pit our particular causal hypotheses against a descriptive”
Quote in the paperNot a substantial claim - Interpretationown data
Accounting for the Phrynosoma shift is the primary feature of all three data sets.
“This is because accounting for the Phrynosoma shift is the primary feature of all three data sets (though weights are somewhat higher for data simulated under the Phrynosoma-only hypothesis than others).”
Quote in the paperSubstantial claim - Interpretationreasoning
The analysis favors the Phrynosoma-only hypothesis simply because of the vague priors placed on the number and location of shifts in the reversible-jump analysis.
“However, the analysis favors the Phrynosoma-only hypothesis simply because of the vague priors placed on the number and location of shifts in the reversible-jump analysis.”
Quote in the paperSubstantial claim - Interpretationreasoning
Major shifts are likely to drown out any biological signal in a data set if they are unaccounted for by hypothesis-driven models.
“The reasons for this are covered in Case Study I: these major shifts are likely to drown out any biological signal in a data set if they are unaccounted for by our hypothesisdriven models.”
Quote in the paperSubstantial claim - Premisecitation
Pagel's (1994) correlation test would find the phylogenetic codistribution of milk production and middle ear bones highly statistically significant even though they both are a defining characteristic of mammals.
“For example, Pagel's (1994) correlation test would find the phylogenetic codistribution of milk production and middle ear bones highly statistically significant even though they both are a defining characteristic of mammals, an inference so obviously dubious that even Darwin (1872) warned against it.”
Quote in the paperSubstantial claim0 of 2 sources checked- cites Pagel (1994) source
- cites Darwin (1872)
Couldn’t be matched to a paper in Crossref, so it can’t be checked.
- Premisereasoning
Standard linear regression assumes that the errors of the fitted model are independent and identically distributed, not that the data are independent.
“Rather, standard linear regression assumes that the errors of the fitted model are independent and identically distributed (i.i.d.).”
Quote in the paperSubstantial claim - Premisereasoning
Nonindependence can create apparent correlations between traits that are in truth evolving independently.
“This nonindependence can create apparent correlations between traits that, are in truth, evolving independently.”
Quote in the paperSubstantial claim - Interpretationown data
Susceptibility to singular events is a recurring problem in comparative biology that links several seemingly unrelated controversies.
“Through three Case Studies, we demonstrate that the susceptibility to singular events is indeed a recurring problem in comparative biology that links several seemingly unrelated controversies.”
Quote in the paperSubstantial claim - Premisecitation
Felsenstein recovered a significant regression slope using Ordinary Least Squares despite there being no evolutionary covariance between the traits.
“He then evolved traits according to a BM process along the phylogeny; he recovered a significant regression slope using Ordinary Least Squares (OLS) despite there being no evolutionary covariance between the traits.”
Quote in the paperSubstantial claim0 of 1 sources checked- cites Felsenstein 1985 source
- Interpretationreasoning
Traits measured on one species are not independent of traits measured on others.
“In statistical terms, this means that traits measured on one species will not be independent of traits measured on others.”
Quote in the paperSubstantial claim- Rests on an assumption: Descent with modification causes closely related species to be similar to one another in many traits.
- Interpretationreasoning
The phylogeny imposes a challenge to the inference of meaningful associations between traits not because it renders errors nonindependent, but because its structure allows ancient, potentially unknowable causal factors to drive widespread associations between traits.
“Nevertheless, the example illustrates that the phylogeny imposes a challenge to the inference of meaningful associations between traits not because it renders errors nonindependent, but because the structure of the phylogeny allows for ancient, potentially unknowable causal factors (which may be few or even singular) to drive widespread associations between traits.”
Quote in the paperSubstantial claim - Premisecitation
The IC method is based on the Brownian motion model of trait evolution.
“As stated above, the IC method is based on the BM model of trait evolution.”
Quote in the paperSubstantial claim0 of 1 sources checked- cites Felsenstein 1985 source
- Interpretationcitation
If all phylogenetic signal in a data set is present in the predictor trait and the errors are i.i.d., then no phylogenetic correction is needed.
“if all of the phylogenetic signal in a data set is present in the predictor trait and the errors are i.i.d., then there is no need for any phylogenetic correction”
Quote in the paperSubstantial claim0 of 2 sources checked - Interpretationreasoning
The intermediate result likely only occurs because the PE hypothesis places Phrynosoma in the same regime as Holbrookia maculata, which does not share the extreme shift found in Phrynosoma.
“However, the intermediate result likely only occurs because the PE hypothesis places Phrynosoma in the same regime as Holbrookia maculata, which does not share the extreme shift that is found in Phrynosoma.”
Quote in the paperSubstantial claim - Interpretationown data
By combining phylogenetic natural history approaches with a priori hypotheses, the authors can account for singular evolutionary events that are not well-accounted for by the generating model.
“By combining phylogenetic natural history approaches with our a priori hypotheses, we show that we can account for singular evolutionary events that are not well-accounted for by our generating model.”
Quote in the paperSubstantial claim - Premisecitation
Simpson's paradox is not really paradoxical when considered from the standpoint of Bayesian Networks.
“However, as Pearl (2014) has convincingly demonstrated, Simpson's paradox is not really paradoxical at all when considered from the standpoint of Bayesian Networks.”
Quote in the paperNot a substantial claim0 of 1 sources checked- cites Pearl (2014) source
- Interpretationreasoning
If migratory behavior causes changes in body size, then selecting for an increase in body size will not result in a lineage changing its migratory status at all.
“In contrast, if migratory behavior causes changes in body size, then selecting for an increase in body size will not result in a lineage changing their migratory status at all.”
Quote in the paperSubstantial claim- The authors state this as an assumption: Migratory behavior causes changes in body size (in the illustrative example).
- Interpretationown data
Darwin's scenario, the singular origin of two coextensive traits on the phylogeny, represents a boundary case for finding the correlation between discrete characters.
“Darwin's scenario-the singular origin of two coextensive traits on the phylogeny-represents a boundary case to finding the correlation between discrete characters.”
Quote in the paperSubstantial claim - Interpretationcitation
The precise assumptions of PCMs remain poorly understood to this day.
“and remain poorly understood to this day (Hansen and Orzack 2005;Hansen and Bartoszek 2012).”
Quote in the paperSubstantial claim0 of 2 sources checked - Interpretationcitation
Researchers' prior ideas about how traits map unto trees likely inform which traits they choose to test for correlated evolution.
“Rather, researchers' prior ideas about how traits map unto trees likely inform which traits they choose to test for correlated evolution.”
Quote in the paperSubstantial claim - Interpretationcitation
Graphical modeling would improve inference in cases where considering phylogeny reverses the sign of the relationship between two variables.
“One clear case where such graphical modeling would improve inference are cases where considering phylogeny reverses the sign of the relationship between two variables.”
Quote in the paperSubstantial claim - Interpretationreasoning
Under Darwin's scenario, including additional taxa in the analysis will increase the support for the dependent model simply as a consequence of increasing the total length of the tree.
“Under Darwin's scenario, including additional taxa in the analysis will increase the support for the dependent model simply as a consequence of increasing the total length of the tree (i.e., because T increases and the difference between ln(T) and ln(t) will get larger as long as the additional sampled taxa do not break Darwin's scenario).”
Quote in the paperSubstantial claim - Interpretationreasoning
Under Darwin's scenario, the results of the analysis are predetermined.
“In other words, the results of the analysis are predetermined.”
Quote in the paperSubstantial claim - Premisecitation
The traits used in comparative analyses are not chosen independently with respect to their phylogenetic distribution.
“As Maddison and FitzJohn (2015) point out, the traits we use in comparative analyses are not chosen independently with respect to their phylogenetic distribution (as we assumed in our analysis).”
Quote in the paperSubstantial claim0 of 1 sources checked- cites Maddison and FitzJohn (2015) source
- Premisereasoning
Working through the logic of comparative analyses using graphical models leads to essentially the same line of reasoning as Westoby et al. (1995a,b), who challenged the growing consensus that phylogeny needed to be included in any interspecific comparison.
“By working through the logic of comparative analyses using graphical models we have come to essentially the same line of reasoning of Westoby et al. (1995a,b), who, in the early days of PCMs, challenged the growing consensus that phylogeny needed to be included in any interspecific comparison-a consensus which has only gotten stronger as the years passed by (also see McNab 2003 for a related crit”
Quote in the paperSubstantial claim0 of 2 sources checked- cites Westoby et al. (1995a,b)
Couldn’t be matched to a paper in Crossref, so it can’t be checked.
- cites McNab 2003 source
- Interpretationown data
Pagel's correlation test for Darwin's scenario can essentially be reduced to the difference in probability between choosing the same branch twice versus choosing the branch only once.
“Pagel's correlation test for Darwin's scenario can essentially be reduced to the difference in probability between choosing the same branch twice vs. choosing the branch only once.”
Quote in the paperSubstantial claim - Interpretationreasoning
Darwin's scenario-the singular origin of two coextensive traits on the phylogeny-represents a boundary case to finding the correlation between discrete characters.
“Darwin's scenario-the singular origin of two coextensive traits on the phylogeny-represents a boundary case to finding the correlation between discrete characters.”
Quote in the paperSubstantial claim - Interpretationreasoning
Under network (B), increasing body size will only have a direct effect of decreasing species abundance, which is reflected in the estimate of the slope.
“Here, increasing body size will only have a direct effect of decreasing species abundance, which is reflected in the estimate of the slope.”
Quote in the paperSubstantial claim- The authors state this as an assumption: Migratory behavior causes changes in body size (in the illustrative example).
- Interpretationcitation
The authors agree with Maddison and FitzJohn (2015) that ascertainment bias is likely prevalent in empirical studies.
“We agree with Maddison and FitzJohn (2015) that this type of ascertainment bias is likely prevalent in empirical studies, even if it is usually more subtle than testing for a correlation between milk and middle ear bones.”
Quote in the paperNot a substantial claim0 of 1 sources checked- cites Maddison and FitzJohn (2015) source
- Premisecitation
Nee et al. (1991) found that in British birds the direction of correlation between body size and abundance flipped back and forth depending on how the data were aggregated.
“This is precisely what Nee et al. (1991) found looking at the relationship between body size and abundance in British birds; depending on how they aggregated the data (means of species, means of genera, means of tribes, etc.) the direction of correlation flipped back and forth.”
Quote in the paperSubstantial claim0 of 1 sources checked- cites Nee et al. (1991) source
- Premisecitation
The appropriate way to analyze data depends crucially on what one assumes is causing what.
“In fact, Pearl shows that the appropriate way to analyze the data depends crucially on what one assumes is causing what.”
Quote in the paperSubstantial claim0 of 1 sources checked- cites Pearl (2014) source
- Interpretationown data
Many PCMs, including those that form the bedrock of the field, are susceptible to being misled by singular evolutionary events.
“We have shown in the three Case Studies that many PCMs, including those that form the bedrock of our field, are susceptible to being misled by singular evolutionary events.”
Quote in the paperSubstantial claim - Interpretationreasoning
For even a modestly sized tree, this coincidence is so unlikely that the alternative hypothesis of correlated evolution is preferred over the null.
“For even a modestly sized tree, this coincidence is so unlikely that the alternative hypothesis of correlated evolution is preferred over the null.”
Quote in the paperSubstantial claim - Interpretationreasoning
To estimate the net effect of B on N in network (A), the appropriate method of analysis is OLS regression.
“To estimate the net effect of B on N in network (A), the appropriate method of analysis is OLS regression (black line).”
Quote in the paperSubstantial claim- The authors state this as an assumption: Body size influences migratory behavior (in the illustrative example).
- Interpretationown data
Pagel's correlation test for Darwin's scenario can essentially be reduced to the difference in probability between choosing the same branch twice vs. choosing the branch only once.
“Pagel's correlation test for Darwin's scenario can essentially be reduced to the difference in probability between choosing the same branch twice vs. choosing the branch only once.”
Quote in the paperSubstantial claim - Interpretationreasoning
The use of phylogeny in interspecific comparisons is an assumption that depends on the precise question being asked and the hypothesized causal network.
“We emphasize that this implies that the use of phylogeny in interspecific comparisons is an assumption that depends on the precise question being asked and the hypothesized causal network.”
Quote in the paperSubstantial claim - Interpretationreasoning
In cases where phylogeny does matter, one must specify the generating model for unobserved states in causal graphs.
“In cases where phylogeny does matter, we must specify the generating model for unobserved states in our causal graphs.”
Quote in the paperNot a substantial claim - Interpretationreasoning
It is therefore not completely unreasonable that Pagel's test tells us that these traits have evolved in an entirely correlated fashion.
“It is therefore not completely unreasonable that Pagel's test tells us that these traits have evolved in an entirely correlated fashion.”
Quote in the paperSubstantial claim - Interpretationreasoning
The asymmetry that ancestors are causes of descendants and not vice versa results in a probabilistic Bayesian Network (a type of directed acyclic graph, or DAG) that predicts a specific set of conditional probabilities among the data.
“This asymmetry results in a what is known as a probabilistic Bayesian Network (a type of directed acyclic graph, or DAG) that predicts a specific set of conditional probabilities among the data.”
Quote in the paperSubstantial claim- The authors state this as an assumption: Ancestors are causes of descendants, and not vice versa.
- Interpretationreasoning
If only one event occurs, the causally linked model is only distinguishable from graph (D) proportional to the probability that events K and L occur on the same branch.
“If only one event occurs however, this model is only distinguishable from graph (D) proportional to the probability that events K and L occur on the same branch (see Case Study III).”
Quote in the paperSubstantial claim - Interpretationown data
Differences likely reflect the fact that the authors have not explicitly made the assumption that P(N_x(t)=1)=P(N_y(t)=1)≈1 when fitting the model with diversitree.
“Differences likely reflect the fact that we have not explicitly made the assumption that P(N x (t) = 1) = P(N y (t) = 1) ≈ 1 when we fit the model with diversitree.”
Quote in the paperNot a substantial claim - Interpretationreasoning
To estimate the effect of B in both networks, one must use different analytical approaches.
“However, to estimate the effect of B in both networks, one must use different analytical approaches.”
Quote in the paperSubstantial claim - Interpretationnone given
BM and other continuous Gaussian or Markov processes are only a few of the many types of processes that may generate change on a phylogeny.
“However, BM and other continuous Gaussian or Markov processes are only a few of the many types of processes that may generate change on a phylogeny.”
Quote in the paperSubstantial claim
- Classified as probably not a substantial claim. 27
- May combine two claims. 35
Probably not a substantial claim: may not pass S3 (load-bearing). May combine two claims.
PremisecitationTests of adaptive evolution come in two flavors: those with an a priori hypothesis about which lineages belong to which regimes, and those where the locations of regime changes are estimated along with the parameters of the OU process.
“Tests of adaptive evolution come in two flavors: those with an a priori hypothesis (or hypotheses) regarding which lineages belong to which distinct regimes based on ancestral state reconstruction of explanatory factors (Butler and King 2004;Beaulieu et al. 2012) and those where the locations of regime changes are themselves estimated along with the parameters of the OU process (Ingram and Mahler”
Quote in the paperNot a substantial claim1 of 2 sources checkedProbably not a substantial claim: may not pass S2 (checkable), S3 (load-bearing).
InterpretationcitationHSMs (following Beaulieu et al. 2013; Beaulieu and O'Meara 2016) are a potentially powerful, and widely applicable solution.
“For example, we highlighted in the introduction that we think HSMs (following Beaulieu et al. 2013;Beaulieu and O'Meara 2016) are a potentially powerful, and widely applicable solution, even though we did not consider these in detail here.”
Quote in the paperNot a substantial claim1 of 2 sources checkedMay combine two claims.
Premisenone givenCausal reasoning tools have been embraced by computer science, epidemiology and the social sciences, but largely ignored by comparative biologists, with rare exceptions being recent introductions of phylogenetic path analysis and causal models for paleontological time-series.
“These tools have been embraced by fields such as computer science, epidemiology and the social sciences, but largely ignored by comparative biologists [rare exceptions are the recent introductions of phylogenetic path analysis by Hardenberg and Gonzalez-Voyer (2013) and the application of causal models to make inferences from paleontological time-series by Reitan and Liow (2017)].”
Quote in the paperSubstantial claim1 of 2 sources checkedClassified as probably not a substantial claim.
InterpretationcitationThis fundamental problem has sown doubts about the suitability and reliability of many methods in comparative biology.
“This fundamental problem has sown doubts about the suitability and reliability of many methods in comparative biology (e.g., Losos 2011), even if it was not obvious that these issues were connected.”
Quote in the paperSubstantial claim1 of 1 sources checked- cites Losos 2011 source
Probably not a substantial claim: may not pass S2 (checkable).
InterpretationcitationRigorous examination of goodness-of-fit and model adequacy following any comparative analysis is critical for finding unforeseen singular events driving signal in the data set.
“Furthermore, we also think that rigorous examination of goodness-of-fit and model adequacy following any comparative analysis is critical for finding unforeseen singular events driving signal in the data set (Garland et al. 1992;Boettiger et al. 2012;Slater and Pennell 2013;Pennell et al. 2015).”
Quote in the paperNot a substantial claim1 of 3 sources checked- cites Garland et al. 1992 source
- cites Boettiger et al. 2012 source
The Introduction (§1.1; page unavailable) says comparative results can be difficult to interpret without assessing model fit, uncertainty, or power, supporting the value of rigorous evaluation. The cited paper does not say that post-analysis goodness-of-fit or model-adequacy checks reveal unforeseen singular events driving the signal in a dataset. (LLM, conf=0.82)
Experimental — accuracy not yet measured - cites Slater and Pennell 2013 source
May combine two claims.
Findingown dataEstimating 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.”
Quote in the paperSubstantial claim0 of 2 sources checkedMay combine two claims.
Findingown dataIn the original Scales data set, there are weakly supported shifts in the clades leading to the sister group of Phrynosoma lizards, and the branch leading to Acanthodactylus scutellatus and Aspidoscelis tigris.
“In the original Scales data set, there are weakly supported shifts in the clades leading to the sister group of Phrynosoma lizards, and the branch leading to Acanthodactylus scutellatus and Aspidoscelis tigris.”
Quote in the paperNot a substantial claimMay combine two claims.
Findingown dataCombining all three hypotheses simultaneously by placing a Dirichlet prior on the vector w recovers strongest support for the Phrynosoma-only model, intermediate support for the PE hypothesis, and very little weight on the reversible-jump hypothesis.
“Doing so recovers strongest support for the Phrynosoma-only model, intermediate support for the PE hypothesis, and very little weight on the reversible-jump hypothesis, which has no strongly supported shifts (Fig. 5).”
Quote in the paperSubstantial claimMay combine two claims.
Findingown dataIC and Phylogenetic Generalized Least Squares do not completely address the problem of singular evolutionary events; these methods are still susceptible to singular evolutionary events.
“Here, we revisit Felsenstein's worst-case scenario in order to demonstrate that IC and Phylogenetic Generalized Least Squares (PGLS) do not completely address the problem that we tend to think they do-these methods are still susceptible to singular evolutionary events.”
Quote in the paperSubstantial claimMay combine two claims.
Findingown dataIn the simulated data sets B and C, the correct model receives highest support with neither alternative being well-supported.
“In B and C, the correct model receives highest support with neither of the alternatives being well-supported.”
Quote in the paperSubstantial claimMay combine two claims.
FindingreasoningThe shading of the points indicates cases where the assumption of low gain rates is violated, as outlying points with max(Q) values much greater than 1/T are much more likely to fall off the predicted line.
“The shading of the points indicates cases where this assumption is violated, as outlying points with max(Q) values much greater than 1/T (where only 1 shift is expected) are much more likely to fall off the predicted line.”
Quote in the paperNot a substantial claim- The authors state this as an assumption: The rates of gain of the traits are so low that only one shift is ever observed (in the Figure 6 analysis).
May combine two claims.
Findingown dataIn the original Scales data set, the Phrynosoma-only hypothesis receives the most weight, indicating a singular shift best explains the patterns observed, while an intermediate weight is given to the PE hypothesis.
“In the original Scales data set, the Phrynosoma-only hypothesis receives the most weight (indicating a singular shift best explains the patterns observed in the data), while an intermediate weight is given to the PE hypothesis (which explains a good amount of the remaining variation).”
Quote in the paperSubstantial claimMay combine two claims.
FindingreasoningBoth networks can produce data sets with phylogenetic signal in both body size and migratory behavior, and both can produce a data set with the distribution in Figure 9D.
“Therefore, both networks can produce data sets with phylogenetic signal in both body size and migratory behavior, and both can produce a data set with the distribution in Figure 9D (see Supplementary Material available on Dryad for additional details on generating Fig. 9).”
Quote in the paperSubstantial claimMay combine two claims.
Findingown dataA high posterior probability on a regime shift in the genus Phrynosoma is estimated from the empirical data only, indicating that while the PE hypothesis explains some patterns, it does not fully explain the shift present in Phrynosoma.
“We estimate a high posterior probability on a regime shift in the genus Phrynosoma from the empirical data only (red circle), indicating that while the PE hypothesis explains some patterns in the data, it does not fully explain the shift present in the behaviorally and ecologically unique genus Phrynosoma.”
Quote in the paperSubstantial claimProbably not a substantial claim: may not pass S2 (checkable). May combine two claims.
InterpretationreasoningThe great uncertainty in possible models is incorporated as a prior on the arrangement of shifts and is limited in explanatory power, something that researcher-driven biological hypotheses are much more capable of accomplishing.
“Rather, the great uncertainty in possible models is incorporated as a prior on the arrangement of shifts and is limited in explanatory power, something that researcher-driven biological hypotheses are much more capable of accomplishing.”
Quote in the paperNot a substantial claimMay combine two claims.
Interpretationnone givenGiven a large enough tree, a priori hypotheses are likely to be strongly supported; if one can predict which one branch out of many will contain a shift, then one may be on to something.
“As discussed above, given a large enough tree such a priori hypotheses are likely to be strongly supported; if you can predict which one branch out of many will contain a shift then you may be on to something.”
Quote in the paperSubstantial claimClassified as probably not a substantial claim.
InterpretationcitationThese scenarios ultimately reduce to whether or not coincident unreplicated events are evidence of a causal link between traits.
“As with Case Study I, these scenarios ultimately reduce to whether or not coincident unreplicated events are evidence of a causal link between traits (Maddison and FitzJohn 2015), a problem we will address in Case Study III.”
Quote in the paperSubstantial claim0 of 1 sources checked- cites Maddison and FitzJohn 2015 source
Probably not a substantial claim: may not pass S3 (load-bearing), S4 (based).
Premisenone givenDetecting a signal of evolutionary covariation is more difficult in discrete characters.
“Detecting a signal of evolutionary covariation is more difficult in discrete characters, but examining this situation isolates the recurring problem we have identified in the two previous Case Studies—whether or not coincident unreplicated events are evidence of causal links between traits.”
Quote in the paperNot a substantial claimMay combine two claims.
InterpretationreasoningThe conclusions of Scales et al. (2009) hold up, even when accommodating evolutionary regime shifts unrelated to the factors being considered, although the weight of evidence appears larger than it actually is.
“Therefore, the conclusions of Scales et al. (2009) hold up, even when accommodating evolutionary regime shifts unrelated to the factors being considered, although the weight of evidence appears to be larger than it actually is.”
Quote in the paperSubstantial claim0 of 1 sources checked- cites Scales et al. (2009) source
Classified as probably not a substantial claim.
Premisenone givenModels that actually describe singular event scenarios are rarely considered in comparative analyses.
“Furthermore, models that actually describe such scenarios-like our”
Quote in the paperSubstantial claimClassified as probably not a substantial claim.
PremisecitationThe problem of nonindependence does not occur if characters respond essentially instantaneously to natural selection in the current environment, so that phylogenetic inertia is essentially absent.
“Felsenstein also noted that the problem of nonindependence does not occur if”
Quote in the paperSubstantial claim0 of 1 sources checked- cites Felsenstein 1985 source
May combine two claims.
InterpretationreasoningDiscovering the location of well-supported shifts on the phylogeny does not say anything about causation; it is merely a descriptive technique.
“In fact, discovering the location of wellsupported shifts on the phylogeny does not say anything about causation; it is merely a descriptive technique to find major features of the data where there is evidence that the parameters governing the dynamics of trait evolution have shifted on the phylogeny.”
Quote in the paperNot a substantial claimProbably not a substantial claim: may not pass S3 (load-bearing).
PremisecitationMultioptima OU models have been widely used to test for shifts in evolutionary regimes.
“Multioptima OU models have been widely used to test for the presence of shifts in evolutionary regimes (i.e., parts of the phylogeny with their own optima, or less commonly, their own strength of selection parameters).”
Quote in the paperNot a substantial claim0 of 1 sources checked- cites Butler and King 2004 source
May combine two claims.
Interpretationnone givenAllowing for unaccounted shifts can provide a stronger test and more nuanced conclusions regarding the support for a particular predictor driving trait evolution across a phylogeny.
“We show here that allowing for unaccounted shifts can provide a stronger test and more nuanced conclusions regarding the support for a particular predictor driving trait evolution across a phylogeny.”
Quote in the paperSubstantial claimProbably not a substantial claim: may not pass S2 (checkable), S3 (load-bearing). May combine two claims.
Premisenone givenHypothesis testing seeks to understand the causes of evolutionary shifts, while data-driven approaches are descriptive and exploratory.
“The former (hypothesis testing) seeks to understand the causes of evolutionary shifts, while the latter (data driven) is a descriptive and exploratory approach to understanding evolutionary patterns.”
Quote in the paperNot a substantial claimMay combine two claims.
InterpretationreasoningThese scenarios do not differ qualitatively from Felsenstein's worst-case scenario nor the Phrynosoma-only model scenario from Case Studies I and II.
“Note that these scenarios do not differ qualitatively from Felsenstein's worst-case scenario nor the Phrynosoma-only model scenario from Case Studies I and II (Fig. 1).”
Quote in the paperNot a substantial claimMay combine two claims.
Interpretationown dataThe PE hypothesis has explanatory power beyond simply explaining a singular shift in Phrynosoma and supports the original authors' conclusions.
“In the case of the PE hypothesis, we show that it does indeed have explanatory power beyond simply explaining a singular shift in Phrynosoma and support the original authors' conclusions.”
Quote in the paperSubstantial claimClassified as probably not a substantial claim.
InterpretationreasoningIf the signal for the PE hypothesis is driven entirely by singular evolution in Phrynosoma, then any number of causal factors that differ between Phrynosoma and other lizards could be equally as likely as PE.
“If so, then any number of causal factors that differ between Phrynosoma and other lizards could be equally as likely as PE-including FM with a slight reclassification of character states!”
Quote in the paperSubstantial claimMay combine two claims.
PremisecitationMost continuous trait models are Gaussian and do not accommodate abrupt, discontinuous shifts in phenotypes.
“While today we have a much wider range of comparative models to choose from including some that allow for adaptive shifts, most continuous trait models are Gaussian (e.g., Pagel 1999;Blomberg et al. 2003;Butler and King 2004;O'Meara et al. 2006;Eastman et al. 2011;Beaulieu et al. 2012;Uyeda and Harmon 2014) and do not accommodate abrupt, discontinuous shifts in phenotypes.”
Quote in the paperSubstantial claim0 of 3 sources checkedProbably not a substantial claim: may not pass S4 (based). May combine two claims.
Interpretationnone givenIn all three scenarios, something novel and interesting happened on a single branch and the distribution of traits at the tips of the phylogeny reflects this.
“In all three scenarios, something novel and interesting happened on a single branch and the distribution of traits at the tips of the phylogeny reflects this.”
Quote in the paperNot a substantial claimMay combine two claims.
InterpretationreasoningThe resolution of Simpson's paradox rests entirely on causal assumptions, which are immediately apparent from graphical models but difficult to express with standard mathematical formulae.
“The resolution of Simpson's paradox rests entirely on causal assumptions; which are immediately apparent from graphical models but difficult to express with standard mathematical formulae.”
- Also stated in: § CONCLUDING REMARKS: ARE OUR MODELS VALID · plain
“The resolution of Simpson's paradox rests entirely on causal assumptions; which are immediately apparent from graphical models but difficult to express with standard mathematical formulae.”
Quote in the paperSubstantial claim- Also stated in: § CONCLUDING REMARKS: ARE OUR MODELS VALID · plain
May combine two claims.
InterpretationreasoningIn the network where body size influences migratory behavior, all phylogenetic signal comes from the evolution of body size, which becomes irrelevant once body size is observed, so PGLS is not needed.
“We also note that all the phylogenetic signal is coming from the evolution of body size, which becomes irrelevant once we observe body size, and thus we do not need to perform PGLS.”
Quote in the paperSubstantial claim- The authors state this as an assumption: Body size influences migratory behavior (in the illustrative example).
Probably not a substantial claim: may not pass S2 (checkable).
InterpretationcitationOne way to gain a foothold on the problem of causation is to build, communicate, and analyze PCMs in a graphical modeling framework.
“One way to gain a foothold on the problem of causation is to build, communicate, and analyze PCMs in a graphical modeling framework-a perspective that has recently been advocated by Höhna et al. (2014Höhna et al. ( , 2016)).”
Quote in the paperNot a substantial claim0 of 1 sources checked- cites Höhna et al. (2014, 2016)
Couldn’t be matched to a paper in Crossref, so it can’t be checked.
Classified as probably not a substantial claim.
Interpretationnone givenIn Case Study II, the authors present one solution to the problem that involves explicitly accounting for the possibility of unaccounted adaptive shifts using Bayesian Mixture modeling.
“In Case Study II, we present one solution to the problem that involves explicitly accounting for the possibility of unaccounted adaptive shifts using Bayesian Mixture modeling.”
Quote in the paperSubstantial claimMay combine two claims.
InterpretationreasoningIn the example, a four species phylogeny provides possible pathways for causal effects, but variables may have entirely nonphylogenetic causes or may be blocked from ancestral causes by observed measurements, rendering the phylogeny irrelevant.
“In our example, a four species phylogeny provides possible pathways for causal effects, but variables may have entirely nonphylogenetic causes or may be blocked from ancestral causes by observed measurements, rendering the phylogeny irrelevant (e.g., Fig. 7A).”
Quote in the paperSubstantial claimMay combine two claims.
InterpretationreasoningThe remarkable coincidence is not just that the two characters happened to evolve on the same branch but that they were never subsequently gained or lost throughout the rest of the tree.
“The remarkable coincidence is not just that the two characters happened to evolve on the same branch but that they were never subsequently gained or lost throughout the rest of the tree.”
Quote in the paperSubstantial claimMay combine two claims.
InterpretationreasoningDiscontinuous processes and singular events are poorly handled in the current framework and lead to much confusion about what statistical methods allow us to infer from comparative data.
“We have shown that discontinuous processes and singular events are poorly handled in our current framework and lead to much confusion about what exactly, our statistical methods are allowing us to infer from comparative data.”
Quote in the paperSubstantial claimProbably not a substantial claim: may not pass S2 (checkable).
Interpretationown dataAccounting for the possibility of idiosyncratic evolutionary events will be an essential step towards a solution.
“As we illustrate through our Case Studies, we think that accounting for the possibility of idiosyncratic evolutionary events will be an essential step towards such a solution.”
Quote in the paperNot a substantial claimProbably not a substantial claim: may not pass S2 (checkable). May combine two claims.
InterpretationreasoningComparative data and the phylogeny underlying it are largely beyond the control of the researcher, but careful consideration of the data is required to understand what research questions can be reasonably answered.
“This is in large part because comparative data and the phylogeny that underly it are largely beyond the control of the researcher, but careful consideration of the data is required to understand what research questions can be reasonably answered.”
Quote in the paperNot a substantial claimMay combine two claims.
InterpretationreasoningIt is common practice among systematists to search for defining and diagnostic characteristics for named clades; these traits are likely the same sorts of traits that researchers might include in comparative analysis, thereby greatly increasing the likelihood of finding traits with independent, unrelated origins that align with Darwin's scenario.
“For example, it is common practice among systematists to search for defining and diagnostic characteristics for named clades; these traits are of especial interest and are likely the same sorts of traits that are researchers might include in comparative analysis, thereby greatly increasing the likelihood of finding traits with independent, unrelated origins that align with Darwin's scenario.”
Quote in the paperSubstantial claimProbably not a substantial claim: may not pass S3 (load-bearing), S4 (based).
Interpretationnone givenBiologists do not shy away from forming causal statements from correlative data regardless.
“And it is clear from reading the macroevolutionary literature, biologists do not shy away from forming causal statements from correlative data regardless.”
Quote in the paperNot a substantial claimProbably not a substantial claim: may not pass S2 (checkable), S4 (based).
Interpretationnone givenAny compelling solution will involve a unification of phylogenetic natural history and hypothesis-testing approaches.
“but we do think that any compelling solution will involve a unification of phylogenetic natural history and hypothesis-testing approaches.”
Quote in the paperNot a substantial claimMay combine two claims.
InterpretationreasoningThe authors ultimately disagree with Maddison and FitzJohn (2015) that finding whether two variables are part of the same adaptive/functional network constitutes a weak conclusion; the challenges of making these inferences from any comparative data set are significant.
“We ultimately disagree with them that this constitutes a weak conclusion; the challenges of making these inferences from any comparative data set are significant.”
Quote in the paperSubstantial claim0 of 1 sources checked- cites Maddison and FitzJohn (2015) source
May combine two claims.
Interpretationnone givenIntermediate cases will only introduce slight differences and may not be distinguishable from the fully dependent case under Darwin's Scenario.
“However, such intermediate cases will only introduce slight differences and may not be distinguishable from the fully dependent case under Darwin's Scenario (though they will be important in more intermediate cases, see Supplementary Material available on Dryad).”
Quote in the paperNot a substantial claimProbably not a substantial claim: may not pass S2 (checkable), S3 (load-bearing), S4 (based).
Interpretationnone givenUnderstanding the exact mathematical reasons why Pagel's test infers a significant correlation in a given case provides a clear boundary condition that can help develop quantitative corrections for ascertainment bias.
“Understanding the exact mathematical reasons why Pagel's test infers a significant correlation in a given case provides a clear boundary condition that can help develop quantitative corrections for ascertainment bias.”
Quote in the paperNot a substantial claimMay combine two claims.
InterpretationreasoningIf migratory behavior causes changes in body size, then increasing body size will always decrease species abundance.
“Therefore, we are assured that increasing body size will likewise always decrease species abundance.”
Quote in the paperSubstantial claim- The authors state this as an assumption: Migratory behavior causes changes in body size (in the illustrative example).
May combine two claims.
InterpretationreasoningUnder network (B), the correct method is PGLS because increasing body size will have no effect on migratory behavior, and unaccounted phylogenetic residual error is present in the observed data.
“However, under network (B) the correct method is PGLS (gray line) as increasing body size will have no effect on migratory behavior, and unaccounted phylogenetic residual error is present in the observed data.”
Quote in the paperSubstantial claim- The authors state this as an assumption: Migratory behavior causes changes in body size (in the illustrative example).
Probably not a substantial claim: may not pass S2 (checkable).
InterpretationreasoningExplicitly including phylogeny in graphical models of causation forces researchers to reckon with the scope of the inference problem and the ability of their data to be informative.
“By explicitly including phylogeny into our graphical models of causation, we are forced to reckon with the scope of the inference problem and the ability of our data to be informative.”
Quote in the paperNot a substantial claimMay combine two claims.
InterpretationreasoningUnder network (A), increasing body size will simultaneously decrease species abundance and increase migratory behavior, which itself increases abundance, leading to a net slight increase in abundance.
“This is because increasing body size will simultaneously decrease species abundance and increase migratory behavior, which itself increases abundance, leading to a net slight increase in abundance.”
Quote in the paperSubstantial claim- The authors state this as an assumption: Body size influences migratory behavior (in the illustrative example).
Probably not a substantial claim: may not pass S2 (checkable).
InterpretationreasoningBy making models explicit, the phylogeny is best thought of as a pathway for past factors to causally influence the present-day distribution of observed states.
“By making our models explicit, we see that the phylogeny is best thought of as a pathway for past factors to causally influence the present-day distribution of observed states.”
Quote in the paperNot a substantial claimProbably not a substantial claim: may not pass S2 (checkable), S3 (load-bearing).
InterpretationreasoningExtending the analytical approach to more complicated scenarios will likely provide an even more meaningful estimate of the weight of evidence supporting a hypothesis of correlation.
“As a result, extending our analytical approach to more complicated scenarios will likely provide an even more meaningful estimate of the weight of evidence supporting a hypothesis of correlation.”
Quote in the paperNot a substantial claimProbably not a substantial claim: may not pass S3 (load-bearing). May combine two claims.
InterpretationcitationMaddison and FitzJohn (2015) hinted that the coincident occurrence of single events could be a way of measuring the evidence for a correlation, but did not work out the details as the authors have done here.
“Maddison and FitzJohn (2015) hinted that the coincident occurrence of single events could be a way of measuring the evidence for a correlation, but did not work out the details as we have done here.”
Quote in the paperNot a substantial claim0 of 1 sources checked- cites Maddison and FitzJohn (2015) source
Classified as probably not a substantial claim.
Interpretationnone givenIn all three Case Studies, the uniting philosophy is to consider models that account for background shifts in evolutionary regime, rather than strict adherence to a particular methodology.
“Indeed, we find that in all three Case Studies, the uniting philosophy is to consider models that account for background shifts in evolutionary regime, rather than strict adherence to a particular methodology.”
Quote in the paperSubstantial claimProbably not a substantial claim: may not pass S3 (load-bearing), S4 (based).
Interpretationnone givenThe issues of ascertainment bias are likely to rapidly dissipate as we move away from the boundary case of Darwin's scenario.
“Furthermore, the issues of ascertainment bias are likely to rapidly dissipate as we move away from the boundary case of Darwin's scenario.”
Quote in the paperNot a substantial claimMay combine two claims.
InterpretationreasoningFrom the bird size and abundance example, Westoby et al. were right all along: PCMs are powerful tools for drawing inferences from interspecific data but they necessarily imply some types of causal structures and negate others.
“However, from our example of bird size and abundance, it is apparent that Westoby et al. were right all along: PCMs are a powerful tools for drawing inferences from interspecific data but they necessarily imply some types of causal structures and negate others.”
Quote in the paperSubstantial claimClassified as probably not a substantial claim.
PremisecitationWestoby and colleagues were concerned that including phylogeny in interspecific comparisons necessarily favored some causal explanations over others.
“Westoby and colleagues were concerned that including phylogeny in interspecific comparisons necessarily favored some causal explanations over others.”
Quote in the paperSubstantial claim0 of 1 sources checked- cites Westoby et al. (1995a,b)
Couldn’t be matched to a paper in Crossref, so it can’t be checked.
The paper relies on this without support.
Descent with modification causes closely related species to be similar to one another in many traits.
“As a result of the process of descent with modification, closely related species tend to be similar to one another in a myriad different ways.”
The authors state this as an assumption.
Trait correlations can result from a single random shift drawn from a different distribution than the one used to model trait evolution across the rest of the branches.
“We can do so by including another phylogenetically plausible model: that trait correlations result from a single random shift, drawn from a different distribution than the one used to model trait evolution across the rest of the branches.”
The authors state this as an assumption.
The macroevolutionary optimum of a particular species is a weighted average of past regimes, as is typical in all OU models with discrete shifts in regimes.
“we consider the macroevolutionary optimum of a particular species to be a weighted average of past regimes, as is typical in all OU models with discrete shifts in regimes (Butler and King 2004;Beaulieu et al. 2012)”
The authors state this as an assumption.
The traits were selected for study without first looking at their phylogenetic distribution.
“we assume that the traits were selected for study without first looking at their phylogenetic distribution, a condition that we (as well as Maddison and FitzJohn 2015) suspect is rarely met in practice”
The authors state this as an assumption.
The likelihood of evolving these traits at all is quite small.
“we can make the assumption that the likelihood of evolving these traits at all is quite small”
The authors state this as an assumption.
Under Markovian assumptions, replaying the tape of life will likely lead to many worlds where milk and middle ear bones don't exist at all.
“In other words, replaying the tape of life, under Markovian assumptions, will likely lead to many worlds where milk and middle ear bones don't exist at all.”
The authors state this as an assumption.
The rates of gain of the traits are so low that only one shift is ever observed.
“Particularly, we assume that the rates of gain of the traits are so low that only one shift is ever observed.”
The authors state this as an assumption.
Ancestors are causes of descendants, and not vice versa.
“the nature of phylogenies allows us to assume that ancestors are causes of descendants, and not vice versa”
The authors state this as an assumption.
Body size influences migratory behavior (in the illustrative example).
“If we assume that body size influences migratory behavior”
The authors state this as an assumption.
Migratory behavior causes changes in body size (in the illustrative example).
“if migratory behavior causes changes in body size”
The authors state this as an assumption.
The rates of gain of the traits are so low that only one shift is ever observed (in the Figure 6 analysis).
“we assume that the rates of gain of the traits are so low that only one shift is ever observed”
Claims other papers make about this one
Each is checked against this paper’s own text: does it say what the citing paper says it does?
Very large datasets will almost always produce significant P-values, even if the estimated effect size is relatively small.
“Hence, in the extreme, very large datasets will almost always produce significant P-values, even if the estimated effect size is relatively small122 (Fig. 4).”
From A phylogenetic approach to comparative genomics (2025) · cites this paper as [122]
Case Study I reports significant regressions driven by a single phylogenetic shift, with significance increasing as the size of that shift increases. It does not say that very large datasets almost always yield significant P-values despite small estimated effects. Searches for sample size, P-values, and effect size did not find that relationship in our copy; the supplied passages have no page numbers. (LLM, conf=0.74)
Experimental — accuracy not yet measured
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Martin, B. S., Bradburd, G. S., Harmon, L. J., & Weber, M. G. (2022) · Systematic Biology · doi:10.1093/sysbio/syac068 · Cited by 20 · see citing works
- Authors
- Uyeda, J. C., Zenil-Ferguson, R., & Pennell, M. W.
- Affiliations
- Virginia Tech (US)
- Department of Biological Sciences, University of Idaho, 875 Perimeter Drive, Moscow, ID 83844 USA
- University of British Columbia (CA)
- Corresponding author
- Uyeda, Josef C
- Venue
- Systematic Biology
- Publisher
- Oxford University Press (OUP)
- Published
- 2018-04-25
- Volume
- 67
- Issue
- 6
- Pages
- 1091-1109
- ISSN
- 1063-5157 (ISSN-L)
- 1076-836X
- OpenAlex
- W2951967147
- Cited by
- 313
- References
- 113
- Citations by year
- 2026: 23 · 2025: 40 · 2024: 39 · 2023: 53 · 2022: 37 · 2021: 40 · 2020: 24 · 2019: 39 · 2018: 16 · 2017: 1
- FWCI
- 22.03
- Type
- journal article
- Language
- en
- Open access
- bronze
- doi.org
- Locations
- Systematic Biology (publishedVersion)
- bioRxiv (Cold Spring Harbor Laboratory) (acceptedVersion, cc-by-nc)
- PubMed (publishedVersion)
- Funders
- NSERC Discovery
- NSF (DEB-1208912, DBI-1661516)
- Topics
- Physical Sciences › Earth and Planetary Sciences › Paleontology › Evolution and Paleontology Studies
- Physical Sciences › Mathematics › Geometry and Topology › Morphological variations and asymmetry
- Life Sciences › Biochemistry, Genetics and Molecular Biology › Molecular Biology › Genomics and Phylogenetic Studies
- Keywords
- phylogenetic comparative analysis, hypothesis testing, causal inference, probabilistic graphical models, phylogeny, comparative biology
- MeSH terms
- Classification, Phylogeny
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