Why Interpretation Requires More Than Reading a Map
MFA and joint PCA maps compress high-dimensional measurements into a small number of axes. The map is useful only if its quantities are read correctly: a point may have a global coordinate and several block-specific partial coordinates; a large contribution does not necessarily mean a point is well represented; and a high percentage of explained inertia is not a percentage of biology explained. Visual agreement between axes is also not proof that blocks measure the same biological process.
The distinctions below assume that the same \(n\) individuals are measured in each of \(G\) blocks, and that the blocks have been centered and prepared according to the analysis plan. The details of preprocessing matter: the scaling of variables and blocks changes the geometry, so interpretation must always refer to the actual fitted analysis.
Global and Partial Coordinates
Write \(Z_g\) for the centered and, where appropriate, scaled data matrix for block \(g\). In a common MFA convention, let \(\lambda_{1g}\) be the largest eigenvalue of \(Z_g^\top Z_g\), and give the block weight \(w_g=1/\lambda_{1g}\). The weighted block is \(X_g=\sqrt{w_g}Z_g\). Concatenating the weighted blocks gives \(X=[X_1,\ldots,X_G]\). Joint PCA can be expressed as PCA of such a concatenated matrix; in MFA, the block weights are chosen to limit the dominance of blocks with large first dimensions of variation.
This additive identity follows directly from matrix multiplication: the row of \(X\) for individual \(i\) is the concatenation of its block rows, and \(V_k\) is partitioned in the same way. Their inner product is the sum of the blockwise inner products. The global score therefore reflects the combined weighted blocks; it is not the score from any one block. Partial scores show how each block projects onto the feature segments of the global axis. Because scores can have opposite signs, one block may reinforce the global direction while another offsets it.
Worked Example: A Global Score Can Hide Block Disagreement
Suppose two blocks have already been weighted as required by the fitted MFA. For one individual on axis 1, their partial scores are \(f_{i1,1}=1.2\) and \(f_{i2,1}=-0.4\).
The global score is the sum:
The individual lies on the positive side of the global axis, but the blocks do not agree: block 1 contributes positively and block 2 negatively. Reporting only the global coordinate would conceal that contrast. The correct interpretation is that the combined weighted score is \(0.8\) in the chosen score units, with opposing block-specific projections—not that both blocks place the individual on the positive side.
A sign reversal of an axis changes every score and loading on that axis by a factor of \(-1\), without changing the fitted subspace or distances. Thus, positive versus negative has no invariant meaning across separate fits unless signs have been aligned by an explicit convention. When eigenvalues are close, small data or preprocessing changes can also rotate axes within their nearly tied subspace. Compare subspaces or stable patterns, not just the label or sign of a single axis.
Contribution Is Not Representation Quality
Contribution and representation quality answer different questions. For centered scores on axis \(k\), the total squared score is \(\lambda_k\), the corresponding eigenvalue of \(X^\top X\). An individual’s contribution measures its share of that axis’s inertia. Its cos² measures what fraction of its total squared distance from the origin is represented on that axis.
The denominators explain the distinction. Contribution has an axis-wide denominator and identifies which individuals build that axis. Cos² has an individual-specific denominator and indicates whether the axis captures that individual’s position. The same point can be influential in forming an axis yet poorly represented by that axis, or well represented while making only a small contribution.
Worked Example: High Quality Does Not Mean High Contribution
In a hypothetical weighted PCA, suppose axis 1 has eigenvalue \(\lambda_1=10\). Individual A has scores \(f_{A1}=2\) and \(f_{A2}=1\) on the first two axes, and its full squared distance is \(d_A^2=5\).
Its axis-1 contribution is:
Its axis-1 representation quality is:
Axis 1 captures 80% of this individual’s squared distance, so it represents A well along that axis. A contributes 40% of axis 1’s inertia. These are different statements with different denominators. In particular, 80% is not A’s contribution to axis 1, and 40% is not the fraction of A’s position represented by the axis.
For points close to the origin, cos² can be unstable or uninformative because their total distance is very small. On a two-dimensional map, a point may also look near another point while having low cos² on the displayed plane: important differences may lie on omitted axes. Check cos² for the displayed axes, and avoid strong claims about individuals that are poorly represented there.
Explained Inertia Is Conditional on the Analysis
The inertia explained by an axis is its eigenvalue divided by the total inertia of the analyzed matrix. For the weighted concatenated matrix \(X\), total inertia is \(\sum_k\lambda_k=\mathrm{tr}(X^\top X)\). The proportion for axis \(k\) is \(\lambda_k/\sum_j\lambda_j\); cumulative explained inertia through axis \(K\) is \(\sum_{k=1}^K\lambda_k/\sum_j\lambda_j\).
Worked Example: Interpreting an Inertia Percentage
Suppose a hypothetical MFA has eigenvalues \(2.4\), \(1.6\), and \(1.0\), with no further nonzero eigenvalues. Total inertia is \(2.4+1.6+1.0=5.0\). The first-axis proportion is \(2.4/5.0=0.48\), or 48%; the first two axes together account for \((2.4+1.6)/5.0=0.80\), or 80%.
These figures describe the share of inertia in this particular weighted representation. They do not mean that axis 1 explains 48% of all biological variation, nor that the first two axes capture 80% of the biological mechanism. Changing variable scaling, block weights, included features, or missing-data handling can change the total inertia and its allocation among axes. Report the analysis choices alongside the percentages.
In particular, unweighted concatenated PCA and MFA need not give the same inertia percentages or map. A large or highly variable block can dominate an unweighted concatenation. MFA’s block weighting changes the geometry to balance blocks according to its weighting rule; it does not make every block equally informative about every axis, nor guarantee that the resulting axes represent biology without bias.
Aligned Axes Do Not Prove Shared Biology
A global axis is constructed from the joint weighted data, so a visual alignment among block projections is partly a consequence of the analysis design. Even a strong correlation between block-specific scores establishes a pattern of statistical co-variation in these data, not a shared biological cause. Shared sample ordering, batch effects, treatment assignment, correlated preprocessing artifacts, or other common influences can produce aligned patterns. Biological interpretation requires external knowledge and validation appropriate to the scientific claim.
Worked Example: Perfect Alignment With an Alternative Explanation
Imagine three hypothetical samples with partial scores on a displayed axis of \((1,2,3)\) for an RNA block and \((1,2,3)\) for a metabolite block. Each vector has mean 2. Their centered values are \((-1,0,1)\) in both blocks, so the sample correlation is:
The score patterns are perfectly aligned in this hypothetical example. But if the samples were processed in increasing batch order and both assays responded to that order, the alignment could reflect a shared batch artifact rather than shared biology. The calculation supports exact linear alignment of these three score vectors; it does not identify its cause. Inspect batch and design information, assess sensitivity to preprocessing, and seek independent biological evidence before making a mechanistic claim.
Diagnostics and Appropriate Comparisons
Before interpreting a map, check what it displays and whether the displayed points are well represented. Confirm the block weights and variable scaling; verify that each block has nonzero variation and that the same individuals are aligned across blocks. Inspect global and partial scores together, contributions for influential points, and cos² for claims about locations. Check whether conclusions persist under plausible preprocessing or weighting choices. If axes have close eigenvalues, assess whether the interpretation is stable for the corresponding subspace rather than relying on one axis alone.
| Analysis | What its map summarizes | Interpretive caution |
|---|---|---|
| MFA | A global compromise across weighted blocks, with partial projections available by block | Global agreement can mask block disagreement; weights define the compromise |
| Joint PCA of concatenated data | Axes of the concatenated matrix under its chosen scaling | Without suitable block scaling, large-scale blocks may dominate |
| Separate PCA by block | Within-block variation for each block on its own axes | Axes are fitted separately and are not directly comparable without a matching or alignment procedure |
These methods answer related but nonidentical questions. Separate PCA describes each block’s internal variation; joint PCA describes variation in the chosen concatenated representation; MFA describes a weighted joint compromise and supports block-specific projections onto global axes. None alone establishes causal relations or a common biological mechanism. Also, a contribution is not a significance test, and an inertia percentage is not a measure of reproducibility. Use design-aware validation and domain evidence for those claims.
Common Interpretation Errors
- Wrong: “The global coordinate is the score from the RNA block.” Correction: It is the combined score under the fitted weighting; inspect partial scores to identify block-specific direction and disagreement.
- Wrong: “A high contribution means this individual is well represented on the map.” Correction: Contribution concerns the individual’s share of axis inertia; cos² concerns representation relative to that individual’s total distance.
- Wrong: “The first two axes explain 80%, so they explain 80% of the biology.” Correction: They explain 80% of the inertia in the specified processed and weighted matrix.
- Wrong: “Aligned block axes prove the assays measure the same pathway.” Correction: Alignment describes a pattern; technical, design, or other common influences remain possible explanations.
- Wrong: “Positive scores in two separate fits have the same meaning.” Correction: Axis signs are arbitrary. Align axes before comparing signs, and account for possible rotations when eigenvalues are close.
Check Your Understanding
Answer each question, then compare your reasoning with the solutions.
- Two blocks give an individual partial scores of \(0.7\) and \(-0.2\) on an axis. What is the global score under the additive convention, and what does the sign pattern indicate?
- An individual has squared score 9 on an axis with eigenvalue 30, and full squared distance 12. Calculate contribution and cos², and state what each means.
- A fitted analysis has eigenvalues 3 and 2, with no other nonzero eigenvalues. What percentage of total inertia is represented by the first axis?
- Two block score vectors are highly aligned. Give one reason this does not establish shared biological mechanism.
Solutions. (1) The global score is \(0.7+(-0.2)=0.5\). The combined score is positive, while the blocks project in opposite directions. (2) Contribution is \(9/30=0.30\), or 30% of that axis’s inertia; cos² is \(9/12=0.75\), so the axis represents 75% of that individual’s total squared distance. (3) Total inertia is \(3+2=5\), so the first-axis proportion is \(3/5=0.60\), or 60% of the analyzed matrix’s inertia. (4) A shared batch effect or another common influence could align the score vectors; alignment alone does not identify the cause.