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The Interpretation of Interaction in Contingency Tables
Abstract
Summary The definition of second order interaction in a (2 × 2 × 2) table given by Bartlett is accepted, but it is shown by an example that the vanishing of this second order interaction does not necessarily justify the mechanical procedure of forming the three component 2 × 2 tables and testing each of these for significance by standard methods.
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“Indeed, the relationship between body composition and BMI represents a clear example of Simpson’s paradox (Simpson, 1951).”
From The degree to which the cultural ideal is internalized predicts judgments of male and female physical attractiveness (2022) · cites this paper as Simpson, 1951
In the citing paper
“The classical example demonstrating the obstacle of causal vocabulary is Simpson's paradox (Simpson, 1951) - a reversal phenomenon that earns its claim to fame only through a causal interpretation of the data (Pearl, 2000a, Chapter 6).”
From Causal inference in statistics: An overview (2009) · cites this paper as Simpson, 1951
In the citing paper
“Our work extends this to the causal domain, showing that models will endorse logical traps (like Simpson's Paradox (Simpson, 1951)) if pressed.”
From Diagnosing and Mitigating Sycophancy and Skepticism in LLM Causal Judgment (2026) · cites this paper as Simpson, 1951
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“However, we must be alert to the potential for ecological confounds such as Simpson’s paradox (Simpson, 1951; Wainer and Brown, 2004), in which relationships observed in the aggregate need not be characteristic of subunits, and vice versa.”
BackgroundCaster, O., Norén, G. N., Madigan, D., & Bate, A. (2010) · Statistical Analysis and Data Mining The ASA Data Science Journal · doi:10.1002/sam.10078 · Cited by 67
“Simpson’s paradox is a phenomenon related to confounding often discussed in the knowledge discovery literature [10].”
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“Although this suggests real differences between cases and controls on the population level, it is clear from the actual classification that this variable offers no power in terms of predicting the future status (cancer/no cancer) of an individual.”
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“Collapsing of tables over variables to produce two-way tables, whether the collapsing is implicit or otherwise, requires preliminary statistical testing to avoid either introducing or removing relationships between the variables crosstabulated ( Simpson, 1951 ).”
MethodIgnoring a Covariate: An Example of Simpson's Paradox
Appleton, D. R., FRENCH, J. M., & Vanderpump, M. P. J. (1996) · The American Statistician · doi:10.1080/00031305.1996.10473563 · Cited by 65
Lifetime Prevalence and Pseudocomorbidity in Psychiatric Research
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“It shows up frequently when data are aggregated and is well known among statisticians (e.g., Blyth 1972; Rinott and Tamm 2003; Samuels 1993; Simpson 1951; Wainer 1986; Westbrooke 1998).”
BackgroundMeasurement invariance versus selection invariance: Is fair selection possible?
Borsboom, D., Romeijn, J., & Wicherts, J. M. (2008) · Psychological Methods · doi:10.1037/1082-989x.13.2.75 · Cited by 76
“The discrepancy in test sensitivity can be understood as the result of a continuous version of Simpson’s paradox (Simpson, 1951; Wainer & Brown, 2004; Yule, 1903).”
BackgroundMinimal Assumption Derivation of a Bell-type Inequality
Graßhoff, G., Portmann, S., & Wüthrich, A. (2005) · The British Journal for the Philosophy of Science · doi:10.1093/bjps/axi140 · Cited by 63
“In particular, in the light of Simpson's paradox (Simpson [1951]) this assumption has been challenged (Cartwright [1979]).”
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“due to Simpson’s paradox [40,41] in which aggregation of effects can lead to a reversal of effects, the opposite could also be true.”
Szwed, P. S., van Dorp, J. R., Merrick, J. R. W., Mazzuchi, T. A., & Singh, A. (2004) · European Journal of Operational Research · doi:10.1016/j.ejor.2004.04.047 · Cited by 63
“It should however be mentioned that paired comparisons may lead occasionally to the so-called Simpson paradox-lack of transitivity (see, Simpson (1951)).”
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“The need for the aggregation of administrative regions to functional areas can be illustrated with a spatial variant of Simpson’s Paradox (Simpson, 1951) shown in table 1.”
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“ERP data are susceptible to Simpson’s Paradox because although there may be both within- and between-subjects effects, mean averaging only captures between-subjects patterns.”
The Sum of the Parts Can Violate the Whole
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“This is an instance of the statistical phenomenon known as Simpson’s paradox [12, 13].”
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“This seems to be a case of Simpson’s paradox (Simpson 1951), and there may be reason to look more closely into these kinds of complexities in future research.”
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“In such cases there is often an unidentified 274 confounding variable introduced either by the recruitment of subjects, by the analysis for studies 275 forming the pool, or by the analysis of pooled results [37, 38].”
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CHAPMAN & HALL/CRC Texts in Statistical Science Series
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“Such scenario can lead to statistical anomalies such as Simpson’s paradox [87, 76] where the statistical conclusions drawn from the sub-populations differ from that from the whole population.”
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“The reversal of a relationship across units of observations – in our case between cross-sectional and longitudinal analysis – is not uncommon, andmay reflect awell-known Simpson's paradox (Simpson, 1951; Kievit et al., 2013).”
Testing Collapsibility in Contingency Tables
Ducharme, G. R., & Lepage, Y. (1986) · Journal of the Royal Statistical Society Series B (Statistical Methodology) · doi:10.1111/j.2517-6161.1986.tb01402.x · Cited by 60
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Road Network Evolution in the Urban and Rural United States Since 1900
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How Likely Is Simpson’s Paradox?
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“Simpson’s Paradox is usually attributed to Simpson (1951).”
BackgroundProbabilistic participation in public goods games
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Unveiling the time evolution of chemical abundances across the Milky Way disc with APOGEE
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An Uncertainty Principle in Demography and the Unisex Issue
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Collapsibility of Relative Risk in Contingency Tables with a Response Variable
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GROUP-SIZE DIVERSITY IN PUBLIC GOODS GAMES
Peña, J. (2011) · Evolution · doi:10.1111/j.1558-5646.2011.01504.x · Cited by 57
“Many readers will be familiar with Simpson’s paradox (Simpson 1951; Blyth 1972; Bickel et al. 1975): the reversal of a correlation present in different groups when the groups are combined which has been often invoked to explain the evolution of cooperation (Sober and Wilson 1998; Hauert et al.…”
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Stenling, A., Ivarsson, A., & Lindwall, M. (2016) · International Review of Sport and Exercise Psychology · doi:10.1080/1750984x.2016.1216150 · Cited by 58
“Consider, for example, the classic Simpson’s paradox (Simpson, 1951; see also Kievit, Frankenhuis, Waldorp, & Borsboom, 2013), which describes how different levels of aggregation of data might show different results.”
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“The Simpson’s paradox is a related, though not identical, demonstration of this issue, wherein the direction of association between variables at the population level is exactly opposite to the direction of association between these variables within the population’s sub-groups (Kievit et al., 2013; Simpson, 1951).”
Analysis of contingency tables with between-subjects variability.
Wickens, T. D. (1993) · Psychological Bulletin · doi:10.1037/0033-2909.113.1.191 · Cited by 57
Fundamentals of clinical methodology: 2. Etiology
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“5 Simpson ([24], p.”
BackgroundMcManus, I. C., Harborne, A. C., Horsfall, H. L., Joseph, T., Smith, D. T., Marshall-Andon, T., Samuels, R., Kearsley, J. W., Abbas, N., Baig, H., et al. (2020) · BMC Medicine · doi:10.1186/s12916-020-01572-3 · Cited by 56
“Care though should always be taken from generalising effects at one level to effects at another, and the risks of Simpson’s paradox and the ecological fallacy are always present [78].”
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Inductive Reasoning and Judgment Interference: Experiments on Simpson’s Paradox
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“The Simpson’s paradox (Simpson, 1951) underlying the above graduate admission problem should not be dismissed as a far-fetched statistical constellation.”
BackgroundRandomization Does Not Help Much, Comparability Does
Saint‐Mont, U. (2015) · PLoS ONE · doi:10.1371/journal.pone.0132102 · Cited by 55
“tment is unconfounded if the treated and untreated groups resemble each other in all relevant features” (Pearl 2009: 196). Pearl shows that this problem is tightly linked to Simpson’s famous paradox (Simpson 1951) and devotes a major part of his book to the development of a formal calculus that is able to cope with it…”
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On the Analysis of Multidimensional Contingency Tables
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Kärvemo, S., Huo, L., Öhrn, P., Lindberg, E., & Persson, H. J. (2023) · Forest Ecology and Management · doi:10.1016/j.foreco.2023.121255 · Cited by 54
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“This phenomenon has been previously explained as YuleSimpson's effect, a statistical paradox in which the outcome of several groups is changed when groups are combined [24-26].”
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The association between subclinical hyperthyroidism and blood pressure in a population-based study
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Statistically Small Effects of the Implicit Association Test can Have Societally Large EffectsPreprint
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“This does not produce a bias; however, large amounts of data may be missing if multiple chance events occur which produces its own sets of problems such as reduction in statistical power [55].”
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“The main reason for not combining the two groups was to avoid spurious correlations that may appear in aggregate data (e.g., Simpson’s paradox; Simpson, 1951).”
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Rethinking the Statistical Analysis of Neuromechanical Data
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“Encoding random effects and hierarchical structures can help guard against falling prey to Simpson's Paradox (19) where the overall trend obfuscates the main effect within subgroups.”
BackgroundProspective association between fasting NEFA and type 2 diabetes: impact of post-load glucose
Il’yasova, D., Wang, F., D’Agostino, R. B., Hanley, A. J., & Wagenknecht, L. E. (2010) · Diabetologia · doi:10.1007/s00125-010-1657-4 · Cited by 52
“Extreme cases of distorted associations have been previously documented and are known as Simpson’s paradox [3] or qualitative confounding [4].”
The human development index predicts female entrepreneurship rates
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Berkowitz, O., Xu, Y., Liew, L. C., Wang, Y., Zhu, Y., Hurgobin, B., Lewsey, M. G., & Whelan, J. (2021) · The Plant Journal · doi:10.1111/tpj.15314 · Cited by 50
Premarital sexual intercourse: A test of the effects of peer group, religiosity, and sexual guilt
Sack, A. R., Keller, J. F., & Hinkle, D. E. (1984) · The Journal of Sex Research · doi:10.1080/00224498409551215 · Cited by 52
The Role of Randomization in Inference
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Personality in cross-cultural perspective
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Context-dependent vegetation dynamics in an African savanna
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“Contextual influences on pattern were mathematically described by Simpson (1951), who found it possible for local subsets within a dataset to show opposite trends to the global pattern (Fig.”
BackgroundAllison, V. J., & Goldberg, D. E. (2002) · Functional Ecology · doi:10.1046/j.1365-2435.2002.00627.x · Cited by 51
“According to Simpson’s paradox, it is impossible to determine the response of the whole based on the response of subgroups (Simpson 1951).”
BackgroundDisparities in defining disparities: Statistical conceptual frameworks
Duan, N., Meng, X., Lin, J. Y.-C., Chen, C., & Alegria, M. M. (2008) · Statistics in Medicine · doi:10.1002/sim.3283 · Cited by 51
“well-known Simpson’s paradox [19].”
Pooling data for Number Needed to Treat: no problems for apples
Moore, R. A., Gavaghan, D. J., Edwards, J. E., Wiffen, P. J., & McQuay, H. J. (2002) · BMC Medical Research Methodology · doi:10.1186/1471-2288-2-2 · Cited by 51
“Simpson 50 years ago [2], and is now a staple of any undergraduate statistics course.”
BackgroundNonparametric Analysis of Covariance and Its Role in Noninferiority Clinical Trials
Koch, G. G., & Tangen, C. M. (1999) · Drug Information Journal · doi:10.1177/009286159903300419 · Cited by 51
“Conditioning on covariables leads to a different interpretation of the treatment parameter relative to the model with no covariables (unconditional) (4,6-9).”
BackgroundImpact of 12 step mutual help groups on drug use disorder patients across six clinical trials
Humphreys, K. N., Barreto, N. B., Alessi, S. M., Carroll, K. M., Crits-Christoph, P. F., Donovan, D. M., Kelly, J. F., Schottenfeld, R. S., Timko, C., & Wagner, T. H. (2020) · Drug and Alcohol Dependence · doi:10.1016/j.drugalcdep.2020.108213 · Cited by 50
“Controlling for study level parameters helps remove this noise (Simpson, 1951).”
BackgroundInvestigating geographic variation in use of psychotropic medications among youth in child welfare
Leslie, L. K., Raghavan, R., Hurley, M., Zhang, J., Landsverk, J. A., & Aarons, G. A. (2011) · Child Abuse & Neglect · doi:10.1016/j.chiabu.2011.01.012 · Cited by 54
“Also, heterogeneity across the catchment areasmay be obscuring findings related to catchment area variation, as can be seenwith Simpson’s or amalgamation paradox (Simpson, 1951).”
BackgroundDirected acyclic graphs (DAGs): an aid to assess confounding in dental research
Merchant, A. T., & Pitiphat, W. (2002) · Community Dentistry And Oral Epidemiology · doi:10.1034/j.1600-0528.2002.00008.x · Cited by 50
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C2C Versus B2C: A Comparison of the Winner's Curse in Two Types of Electronic Auctions
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“These mixed results suggest an interesting phenomenon referred to as the “Simpson Paradox,” meaning that the aggregate statistics are the reverse of the disaggregated data [16, 36].”
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How Pooling Failure Data May Reverse Increasing Failure Rates
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“This phenomenon is somewhat reminiscent of Simpson's paradox (Blyth 1972; Simpson 1951), wherein a positive partial association between two variables may exist at each level of a third variable, yet a negative overall unconditional association holds between the two original variables.”
BackgroundNorth American red squirrels mitigate costs of territory defence through social plasticity
Siracusa, E. R., Wilson, D. R., Studd, E. K., Boutin, S. A., Humphries, M. M., Dantzer, B., Lane, J. E., & McAdam, A. G. (2019) · Animal Behaviour · doi:10.1016/j.anbehav.2019.02.014 · Cited by 49
Verschoor, M., Albers, C. J., Poortinga, W., Böhm, G., & Steg, L. (2020) · Journal of Environmental Psychology · doi:10.1016/j.jenvp.2020.101435 · Cited by 49
“To prevent the possibility of country 287 differences in means driving the overall network model and distorting the correlations 288 (i.e., Simpson’s paradox; Simpson, 1951), we standardized the data by rescaling all 289 variables such that for each country every variable had a mean of 0 and a standard 290 deviation o…”
Benito, D. A., Bestourous, D. E., Tong, J. Y., Pasick, L. J., & Sataloff, R. T. (2021) · Otolaryngology · doi:10.1177/0194599820984780 · Cited by 51
Visual Causality Analysis Made Practical
Wang, J., & Mueller, K. D. (2017) · IEEE Conference on Visual Analytics Science and Technology (VAST) · doi:10.1109/vast.2017.8585647 · Cited by 49
“We then further subdivide the first sub-dataset based on students’ major at T1 and the second based on major at T2, so that students selecting different fields are studied separately, avoiding possible disturbances by Simpson’s Paradox.”
BackgroundInfluentialThe Design and Analysis of the Observational Study--A Review
McKinlay, S. M. (1975) · Journal of the American Statistical Association · doi:10.1080/01621459.1975.10482464 · Cited by 50
Pooling, meta-analysis, and the evaluation of drug safety
Lièvre, M. M., Cucherat, M., & Leizorovicz, A. (2002) · Current Controlled Trials in Cardiovascular Medicine · doi:10.1186/1468-6708-3-6 · Cited by 49
“Because pooling focuses on treatment groups rather than on studies, this approach does not consider the validity of the comparisons and, therefore, is subject to a bias termed "Simpson's paradox in probability" (also known in epidemiology as "confusion bias" [1,2].”
McManus, R. M., Young, L., & Sweetman, J. (2023) · Advances in Methods and Practices in Psychological Science · doi:10.1177/25152459231186615 · Cited by 50
“paradox—when group-level patterns poorly represent lower-level units constituting the group (Kievit et al., 2013; Simpson, 1951; for an illustrative example on the relation between typing speed and mistake frequency, also see Hamaker, 2012).”
BackgroundOn the selection and classification of independent features
Bressan, M., & Vitria, J. M. (2003) · IEEE Transactions on Pattern Analysis and Machine Intelligence · doi:10.1109/tpami.2003.1233904 · Cited by 48
“The consequence of this marginalization on the Bayesian decision scheme is well-known, resulting in the naive Bayes classifier.”
BackgroundMarginal or conditional regression models for correlated non‐normal data?
Muff, S., Held, L., & Keller, L. F. (2016) · Methods in Ecology and Evolution · doi:10.1111/2041-210x.12623 · Cited by 48
“Already Lindsey & Lambert (1998) illustrated how marginal model parameters may have a misleading interpretation that is equivalent to that of Simpson’s paradox (Simpson 1951).”
BackgroundNonsensical and biased correlation due to pooling heterogeneous samples
Hassler, U., & Thadewald, T. (2003) · Journal of the Royal Statistical Society Series D (The Statistician) · doi:10.1111/1467-9884.00365 · Cited by 48
Marital Instability After Midlife
Wu, Z. L., & Penning, M. J. (1997) · Journal of Family Issues · doi:10.1177/019251397018005001 · Cited by 48
Comparison of Nebulized Epinephrine to Albuterol in Bronchiolitis
Walsh, P. F., Caldwell, J. W., McQuillan, K. K., Friese, S., Robbins, D., & Rothenberg, S. J. (2008) · Academic Emergency Medicine · doi:10.1111/j.1553-2712.2008.00064.x · Cited by 48
“The Yule-Simpson ‘‘paradox’’ describes just this situation, where the success of several subgroups may be reduced or even reversed when these subgroups are combined.(32) The conditions required for the ‘‘paradox,’’ namely, the combination of an imbalance in the proportion of each subgroup receiving each intervention a…”
BackgroundBaker, S. G., & Kramer, B. S. (2001) · Journal of Women s Health & Gender-Based Medicine · doi:10.1089/152460901753285769 · Cited by 48
“[1], for the combined study population: Survival rate for treatment A 5 (1 2 0.67) 3 60% 1 0.67 3 95% 5 83% Survival rate for treatment B 5 (1 2 0.67) 3 50% 1 0.67 3 85% 5 73% indicating no bias in the difference in treatment rates.”
Influential
Metadata
- Authors
- Simpson, E. H.
- Corresponding author
- Simpson, E. H.
- Venue
- Journal of the Royal Statistical Society Series B: Statistical Methodology
- Publisher
- Oxford University Press (OUP)
- Published
- 1951-07-01
- Volume
- 13
- Issue
- 2
- Pages
- 238-241
- ISSN
- 1369-7412 (ISSN-L)
- 1467-9868
- OpenAlex
- W2905472553
- Cited by
- 2,301
- References
- 6
- Citations by year
- 2026: 92 · 2025: 136 · 2024: 122 · 2023: 113 · 2022: 116 · 2021: 121 · 2020: 165 · 2019: 101 · 2018: 94 · 2017: 78 · 2016: 87 · 2015: 84 · 2014: 75 · 2013: 57 · 2012: 109
- FWCI
- 0.00
- Type
- journal article
- Language
- en
- Open access
- closed
- Licence
- academic.oup.com/journals/pages/open_access/funder_policies/chorus/standard_publication_model (vor)
- Locations
- Journal of the Royal Statistical Society Series B (Statistical Methodology) (publishedVersion)
- Topics
- Physical Sciences › Mathematics › Statistics and Probability › Probability and Statistical Research
- Physical Sciences › Mathematics › Statistics and Probability › Statistical Methods and Applications
- Physical Sciences › Mathematics › Statistics and Probability › Statistical Methods and Bayesian Inference
- Keywords
- second-order interactions, three-way contingency tables, marginal homogeneity, interaction testing, categorical data analysis
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