Comparative methods based on species mean values

Abstract

Comparative methods that use simple linear regression based on species mean values introduce three difficulties with respect to the standard regression model. First, species values may not be independent because they form part of a hierarchically structured phylogeny. Second, variation about the regression line includes two sources of error: ‘biological error’ due to deviations of the true species mean values from the regression line and sampling error associated with the estimation of these mean values [B. Riska, Am. Natural. 138 (1991) 283]. Third, sampling error in the independent variable results in an attenuated estimate of the regression slope. We consider estimation and hypothesis testing using two statistical models which explicitly justify the use of the species mean values, without the need to account for phylogenetic relationships. The first (random-effects) is based on an evolutionary model whereby species evolve to fill a bivariate normal niche space, and the second (fixed-effects) is concerned with describing a relationship among the particular species included in a study, where the only source of error is in the estimation of species mean values. We use a modification of the maximum-likelihood method to obtain an unbiased estimate of the regression slope. For three real datasets we find a close correspondence between this slope and that obtained by simply regressing the species mean values on each other. In the random effects model, the P-value also approximates that based on the regression of species mean values. In the fixed effects model, the P-value is typically much lower. Simulated examples illustrate that the maximum-likelihood approach is useful when the accuracy in estimating the species mean values is low, but the traditional method based on a regression of the species mean values may often be justified provided that the evolutionary model can be justified.