Tutorials › Statistical Genetics › Weighting Relative Pairs In NPL Analysis

Nonparametric Linkage Methods · Tutorial 249 of 989

Weighting Relative Pairs In NPL Analysis

Learn how alternative weighting rules change the influence of pedigrees in NPL analysis and how to standardize a weighted sharing statistic correctly.

Intermediate 12 min read

What You'll Learn

  • Define pair-level sharing deviations relative to the appropriate pedigree-specific null expectation
  • Compare pooling all affected pairs with giving each pedigree equal weight
  • Explain why pair counts alone do not measure independent linkage information
  • Combine family score contributions using their null variances and information
  • Calculate how correlated pairs affect the variance and standardized NPL statistic
  • Identify assumptions and common errors when comparing weighting schemes

Why Weighting Matters in NPL Analysis

A pedigree with many affected relatives contains more affected-relative pairs than a small pedigree. If every pair is given the same weight, a large pedigree can therefore contribute many times to the overall sharing statistic. That may be appropriate when the aim is to use every pairwise observation, but pairs from the same pedigree are generally dependent: they share people and inheritance paths. Pair count alone does not tell us how much independent information a family contributes.

Weighting makes explicit what is being allowed to drive the evidence for linkage. Equal-pair weighting gives each pair the same direct coefficient. Pedigree-level weighting limits the influence of a pedigree’s number of pairs. Information-based weighting accounts for how precisely the family’s sharing evidence is measured under the null. These are choices about the statistic, not changes to the underlying observed genotypes or IBD probabilities.

Definition: For affected relatives \(i\) and \(j\) in pedigree \(k\), let \(\pi_{kij}\) denote their proportion of alleles shared identical by descent (IBD), or its conditional expectation given the marker data when IBD is uncertain. Let \(\mu_{kij}\) be the corresponding expected sharing under the no-linkage null for that relationship and pedigree. The pair’s sharing deviation is \(d_{kij}=\pi_{kij}-\mu_{kij}\). A positive deviation means more sharing than expected under that null.

For a full-sibling pair, the null expectation of the proportion of alleles shared IBD is commonly \(1/2\). Other relationships can have different expectations, so \(1/2\) should not be applied indiscriminately. With uncertain marker-based IBD, the pair’s \(\pi_{kij}\) is an expected proportion, not necessarily an observed value of exactly 0, \(1/2\), or 1.

Three Ways to Weight Sharing

Write \(m_k\) for the number of affected-relative pairs included from pedigree \(k\). A simple pair-level score for that pedigree is \(T_k=\sum_{i<j} d_{kij}\). The total equal-pair score is \(T_{\mathrm{pair}}=\sum_k T_k\): each included pair has coefficient 1. Larger pedigrees can have larger scores partly because they contribute more pairs.

One simple pedigree-level alternative is to average the pair deviations within each pedigree and then give each pedigree the same coefficient. Its score is \(T_{\mathrm{ped}}=\sum_k T_k/m_k\). This prevents a pedigree’s contribution from growing automatically in proportion to its pair count. It is not the only possible pedigree-level convention: one might instead form a family-specific standardized score and combine those scores. The weighting rule must therefore be stated, rather than inferred from the phrase “pedigree-level weighting.”

Information-based weighting uses the precision of the family’s sharing evidence, rather than its raw pair count, to determine its contribution. In a score formulation, let \(U_k\) be the null-centered score contribution for family \(k\), and let \(I_k\) be its null information, the variance of that score under the usual score-test formulation. Under independent pedigrees, the combined score statistic is

$$ Z_{\mathrm{info}}=\frac{\sum_k U_k}{\sqrt{\sum_k I_k}}. $$

This expression is useful when the family scores concern a common linkage departure and their null variances have been correctly calculated. It weights standardized family scores \(Z_k=U_k/\sqrt{I_k}\) in proportion to \(\sqrt{I_k}\), since \(U_k=\sqrt{I_k}Z_k\). A pedigree with more information can contribute more, but information is not assumed to be proportional to the number of pairs.

Worked Example: Equal Pairs Versus Equal Pedigrees

Hypothetical data. Suppose two pedigrees contain affected full-sibling pairs. Pedigree A has one pair with expected IBD proportion \(\pi=0.90\). Pedigree B has three pairs, each with expected IBD proportion \(\pi=0.60\). For all four pairs, assume the null expectation is \(\mu=0.50\). Calculate the pooled pair-average deviation and the equal-pedigree average deviation.

The pair deviations are \(0.90-0.50=0.40\) for A and \(0.60-0.50=0.10\) for each of B’s three pairs. Under equal-pair weighting, the total deviation is \(0.40+3(0.10)=0.70\), and the average across four pairs is \(0.70/4=0.175\).

Under equal-pedigree weighting, first average within each pedigree. A’s mean deviation is \(0.40/1=0.40\); B’s is \((0.10+0.10+0.10)/3=0.10\). Their equal-pedigree average is \((0.40+0.10)/2=0.25\).

The summaries differ because B has three of the four pairs and thus receives three-quarters of the direct weight under equal-pair averaging, but each pedigree receives half the weight under the pedigree-level average. These calculations describe weighted averages of sharing deviations; they do not by themselves provide a calibrated NPL test statistic.

Information Is Not the Same as Pair Count

A family’s information depends on the variability of its score under the null, which in turn depends on pedigree structure, dependence among pairs, and how well the marker data resolve IBD sharing. A pair with uncertain IBD may contribute less precise evidence than a pair whose sharing state is well resolved. Likewise, several pairs that reuse the same affected relatives can provide less independent evidence than the same number of pairs drawn from separate, independent pedigrees.

The variance calculation makes this dependence explicit. For weights \(w_{kij}\), define a weighted family score \(T_k=\sum_{i<j}w_{kij}d_{kij}\). Its null variance is

$$ \operatorname{Var}_0(T_k) = \sum_{i<j} w_{kij}^2\operatorname{Var}_0(d_{kij}) + 2\sum_{(i<j)<(r<s)} w_{kij}w_{krs}\operatorname{Cov}_0(d_{kij},d_{krs}). $$

The second sum includes covariance between distinct pairs in the same pedigree. If pedigrees are independent under the null, the variance of their total score is the sum of their family variances. If they are not independent, covariance between pedigrees must also be included. Given the chosen weights, the standardized statistic is the null-centered weighted score divided by its null standard deviation:

$$ Z=\frac{T-E_0(T)}{\sqrt{\operatorname{Var}_0(T)}}. $$

This standardization puts a score in units of its null standard deviation. It does not make two differently weighted statistics identical: they can use the same data but emphasize different patterns of sharing. Nor does standardization alone establish a particular reference distribution or guarantee a valid p-value; calibration must match the study design and null model.

Worked Example: Combining Families by Information

Hypothetical score summaries. Suppose two independent pedigrees have score contributions \(U_A=3\) and \(U_B=1\), with null information \(I_A=9\) and \(I_B=1\), respectively. For this example, assume the score variances equal the stated information values, the score contributions have null mean zero, and the pedigrees are independent.

The family-standardized scores are \(Z_A=3/\sqrt{9}=1\) and \(Z_B=1/\sqrt{1}=1\). An equal-weight average of these two standardized scores is \((1+1)/2=1\). An equal-weight Stouffer combination, which sums the two independent standardized scores and divides by \(\sqrt{2}\), is \(2/\sqrt{2}=1.414\).

For the information-based score test, add the unstandardized contributions and information, then standardize: \(Z_{\mathrm{info}}=(3+1)/\sqrt{9+1}=4/\sqrt{10}=1.265\). Thus the families do not contribute equally on the raw-score scale: A contributes 3 units and B contributes 1. The information denominator also reflects that A has more null information. These different combined values arise from different weighting definitions, not from a discrepancy in arithmetic.

The result is not evidence that one weighting rule is universally best. It illustrates why a report should specify how family contributions were formed and how the combined statistic was calibrated.

A Short Derivation: Why Covariance Changes the Standard Error

For two pair deviations \(d_1\) and \(d_2\) in one pedigree, the family score is \(T=d_1+d_2\). Expanding its variance gives

$$ \begin{aligned} \operatorname{Var}_0(T) &=\operatorname{Var}_0(d_1+d_2)\\ &=\operatorname{Var}_0(d_1)+\operatorname{Var}_0(d_2) +2\operatorname{Cov}_0(d_1,d_2). \end{aligned} $$

The final equality follows by expanding \(E_0[(T-E_0T)^2]\) and collecting the two squared terms and the two cross-products. If the pair deviations are positively correlated, the cross-product increases the variance. Treating them as independent would omit this term and usually understate uncertainty. Negative covariance can instead reduce the variance, so the direction and size of the correction depend on the pedigree and statistic.

Worked Example: Correlated Pairs in One Pedigree

Hypothetical null calculation. A pedigree contributes three pair deviations, each equal to \(0.20\), so the observed family score is \(T=0.20+0.20+0.20=0.60\). Suppose each pair deviation has null variance \(0.25\), and each distinct pair of deviations has null covariance \(0.125\). Assume the null mean of \(T\) is zero.

There are three variance terms, giving \(3(0.25)=0.75\), and three distinct covariance terms. Each covariance enters twice, so the covariance contribution is \(2(3)(0.125)=0.75\). Therefore \(\operatorname{Var}_0(T)=0.75+0.75=1.50\), and the standardized score is \(Z=0.60/\sqrt{1.50}=0.490\) to three significant figures.

If the pairs were incorrectly treated as independent, the variance would be calculated as \(0.75\), giving \(Z=0.60/\sqrt{0.75}=0.693\). The difference is caused by ignoring positive within-pedigree covariance, not by changing the observed sharing deviations.

Assumptions and Interpretation

A weighting comparison is meaningful only if the sharing deviations and their null distribution are defined consistently. The analysis needs an appropriate no-linkage expectation for each relationship, a valid treatment of uncertain IBD from the marker data, and a variance that reflects dependence among pairs. For an information-based combination of family scores, the formula above also assumes independent pedigrees and compatible score contributions under a common linkage departure. If these conditions do not hold, the variance or calibration must be modified.

Weighting does not remove the need to account for the study design. Affected families may have been ascertained through their disease status, and the null distribution must be appropriate to that ascertainment. Likewise, comparing statistics with different weighting rules requires care: a larger standardized value under one rule does not mean that the rule is universally more powerful or that the underlying family data changed.

Common Mistake: Counting Pairs as Independent Evidence

  • Wrong reasoning: “This pedigree has six affected pairs, so it contains six independent units of evidence.”
  • Correction: Pairs can share relatives and inheritance paths. Use a null variance that includes their covariance; do not infer information from pair count alone.
  • Wrong reasoning: “Equal-pair weighting and equal-pedigree weighting are just different ways of writing the same statistic.”
  • Correction: The first gives a pedigree more direct weight when it has more pairs; the second can cap or normalize that influence. As the first worked example shows, their weighted averages can differ.
  • Wrong reasoning: “A highly informative family should always receive weight proportional to its number of pairs.”
  • Correction: Information depends on precision and dependence as well as count. State the weighting rule and calculate the corresponding null variance.
Key takeaway: Equal-pair, pedigree-level, and information-based weighting answer different questions about how family evidence should be combined. Define the pair score, specify the weights, account for within-pedigree dependence, and standardize using the null variance for that exact statistic.

Check Your Understanding

Try these questions using the definitions and calculations above.

  1. Two pedigrees have mean pair deviations of \(0.30\) and \(-0.10\). What is their equal-pedigree average, and what information about pair counts would be needed to calculate the equal-pair average?
  2. Why can six affected-relative pairs from one pedigree contain less information than six pairs from independent pedigrees?
  3. For a weighted family score, what role does the covariance term play in its null variance?
  4. If family score contributions have null variances \(I_1\) and \(I_2\), and the pedigrees are independent, write the information-based standardized combination.
  5. Why does standardizing two differently weighted sharing statistics not make them equivalent?
Clinical Biostats