Quantitative Methods

Lecture 10

Serena DeStefani

2020-07-21

Quantitative Methods

Serena DeStefani – Lecture 10 – 7/21/2020

Announcements

  • Review: today and tomorrow
  • Thursday: midterm CH 1-14

Summary

  • Question: is my result likely? I need a model
  • How do we build a model for our data?
  • Random variable
  • → Probability model (or probability distribution)
  • There are many different distributions we can define and use, discrete or continuous.
  • Examples:
    • Discrete: geometric or binomial
    • Continuous: normal, uniform, exponential
  • Focus on binomial and normal distributions
  • Before we look at distributions, we need to define a basic “experiment”, a Bernoulli trial

Continuous and Discrete Random Variables

Discrete

Continuous

Review: Sampling Distributions

According to a Gallup poll of 1022 Americans, 57% believe that climate change is due to human activity.

  • If many surveys were done of 1022 Americans → calculate sample proportion for each → see how results vary → is this result typical?
  • Simulation: I need a MODEL: Let’s “pretend” the Gallup poll got it exactly right; 57% is the true population proportion

SIMULATION

  • Take 10,000 numbers, 5700 are “Yes”, 4300 “No”
  • Draw a random sample of 1022. Do it 2000 times
  • Get 2000 sample proportions. Graph a histogram

Review: Sampling Distributions

According to a Gallup poll of 1022 Americans, 57% believe that climate change is due to human activity.

  • The histogram shows the distribution of a simulation of 2000 sample proportions.
  • The distribution of all possible sample proportions from samples with the same sample size is called the sampling distribution.

Sampling Distributions

Sampling Distribution for Proportions

  • Symmetric
  • Unimodal
  • Centered at p
  • The sampling distribution follows the Normal model.

From One Sample to Many Samples

Distribution of One Sample

  • Variable was the answer to the survey question or the result of an experiment.
  • Proportion is a fixed value that comes from the one sample.

Sampling Distribution

  • Variable is the proportion that comes from the entire sample.
  • Many proportions that differ from one to another, each coming from a different sample.

Mean and Standard Deviation

Sampling Distribution for Proportions

  • Mean \(= p\)
  • \(\sigma(\hat{p}) = \dfrac{\sqrt{npq}}{n} = \sqrt{\dfrac{pq}{n}}\)
  • \(N\left(p, \sqrt{\dfrac{pq}{n}}\right)\)

The Normal Model for Climate Change

Population: \(p = 0.57\), \(n = 1022\). Sampling Distribution:

  • Mean = 0.57
  • Standard deviation \(= SD(\hat{p}) = \sqrt{\dfrac{(0.57)(0.43)}{1022}} \approx 0.0155\)

The Sampling Distribution For Others

  • The medians seem to be approximately Normal.
  • The variances seem somewhat skewed right.
  • The minimums are all over the place.
  • In this course, we will focus on the proportions and the means.

The Central Limit Theorem (CLT): sampling distribution for the mean

The mean of a random sample is a random variable whose sampling distribution can be approximated by a Normal model. The larger the sample, the better the approximation will be.

Population Distribution and Sampling Distribution of the Means

Population Distribution

  • Normal
  • Uniform
  • Bimodal
  • Skewed

Sampling Distribution for the Means

  • → Normal (any sample size)
  • → Normal (large sample size)
  • → Normal (larger sample size)
  • → Normal (larger sample size)

The Sampling Distribution Model for a Mean

When a random sample is drawn from a population with mean \(\mu\) and standard deviation \(\sigma\), the sampling distribution has:

  • Mean: \(\mu\)
  • Standard Deviation: \(\dfrac{\sigma}{\sqrt{n}}\)
  • For large sample size, the distribution is approximately normal regardless of the population the random sample comes from.
  • The larger the sample size, the closer to Normal.

The CLT and equality

  • Average US salaries
  • How many hours you worked in a week
  • Average artistic level of performers

The CLT and equality

The CLT and equality

We cannot change the curve, but we can change the shape and position of the curve.

We can change our society.

This is only true for sample means. Statistics cannot tell us anything about an individual.

History of Statistics

Part 2: Galton, Pearson and Eugenics

History of Statistics: Galton

  • Sir Francis Galton (1822 – 1911)
  • Darwin’s half cousin
  • Studied variability and hereditary traits
  • Problem: how to compare different features? → by their variation
  • Idea: features that vary together are “co-related”

History of Statistics: Pearson

  • Karl Pearson (1857 – 1936)
  • Galton’s student
  • Studied correlation in the context of variability and hereditary traits
  • Came up with the correlation coefficient

Eugenics: Outline

  • Eugenics: genetic selection of human population
  • Eugenics in Britain
  • Eugenics in the United States
  • Nazi Germany
  • After WWII
  • Today?

What is eugenics?

  • Genetic selection of human population by positive or negative means
  • Positive: selective breeding
  • Negative: segregation, sterilization, killing

Evidence of Eugenics in History

  • Sparta: phenotypic selection through infanticide
    • Weak or undesirable babies were abandoned
  • Rome:
    • Fourth Table of Roman stated that deformed children would be put to death

Historical Developments

  • Christianity
  • Statistics
  • Evolutionary theory

Galton: a second look

  • Coined the word eugenics
  • eu “well” + genes “born”
  • “science of improving stock”
  • “I object to pretensions of natural equality.”

Galton: a second look

  • Inspired by Darwin’s Origin of Species
  • He believed societies in favor of spending resources on the weak were in opposition to natural selection
  • Defined eugenics as: “the science which deals with all influences that improve the inborn qualities of a race; also with those that develop them to the utmost advantage.”
  • His approach to eugenics was based upon social statistics
  • Initially eugenics was seen as a positive movement
  • Galton was very disappointed when he discovered the regression to the mean: very tall parents generate shorter children

Pearson: a second look

  • Pearson was also a proponent of eugenics.
  • Main concern of the first eugenists: the perceived intelligence factors considered to be correlated with the social class.
  • “The problem of alien immigration into Great Britain, illustrated by an examination of Russian and Polish Jewish children”
  • “…the majority of children examined by Pearson and Moul were recent immigrants, with many actually born abroad. In Pearson’s work these children were compared to non-immigrant Gentile children, often without comment as to differing social and economic class status.”

Discounting evidence

Inbreeding had brought suffering and havoc in the royal dynasties

Variability is a resource!

https://bit.ly/39iD8oL

A Larger Cultural Background

  • Victorian cult of measurement (Galton)
  • Emerging sciences of heredity and statistics
  • Longer-term cultures of breeding
  • Modernist attractions of science of eugenics
  • Science or pseudo-science?

New ways of seeing / ranking population

  • Population problems and differences exposed by rise of mass education, and growing scale of asylums, prisons, workhouses
  • Emergence of new tools such as the social survey and the psychological test to rank individuals

The demographic transition

Decline in fertility

  • From late 19th century a fall in fertility in western nations
  • Concern in Britain about decline being most marked in middle-classes and among professionals
  • In France, fear of overall population decline by early 20th century (encourages positive forms of eugenics)
  • Objections to birth control and to women’s groups, birth control advocates, and even sexual liberals

The demographic transition

Other voices

Alfred Russel Wallace (1823-1913)

“Leave heredity alone until we have made the environment of every child from conception to death the best possible for its full and free development, and then we can begin to think about the influences of heredity, which may be small.”

U.S.: Nation building era

  • Heightened concern about international competition and ‘national efficiency’
  • Era of nation building and interest in defining the nation (e.g. post WWI)
  • Immigrant nations concerned about racial mix

United States

  • Alexander Graham Bell recommended deaf individuals not be allowed to marry
  • Thirty states adopted legislation to perform forced sterilization on those deemed “mentally unfit.”

The burden of the “feebleminded”

“It is a reproach to our intelligence that we as a people should have to support about half a million insane, feebleminded, epileptic, blind and deaf; 80,000 prisoners and 100,000 paupers at a cost of over 100 million dollars per year.”

-Charles Davenport, founder of the Eugenics Record Office, 1910

Compulsory segregation and sterilization

Eugenics Record Office pedigree showing transmission of feeblemindedness over several generations. Such evidence supported state-mandated, coerced sterilization of at least 62,000 Americans in over 30 states, beginning in 1907.

Better Babies at the Puyallup Fair, 1910s

Positive eugenics: Fitter Families contests and educational exhibits

Sterilization Laws in the US

Why Nazi Germany stands out

  • Importance of ideology of national fitness and purity to politics and culture: ‘the ’racial state’
  • Leader in psychiatric and genetic science
  • Opportunities from a sympathetic state
  • Degree of economic problems via depression and mobilisation of economy in WWII
  • Scale of sterilisation policy (375,000)
  • Use of ‘euthanasia’ for mentally handicapped (Action T4 – 70,000)

Yet German eugenics has roots before Nazi era

  • Sterilisation Law introduced before Nazis come to power
  • Follows example of USA
  • Eugenics and an interest in ‘race hygiene’ well established (1st society 1905)
  • Germany already a leader in eugenic sciences of psychiatry and genetics, e.g. via Kaiser Wilhelm Institute (and has financial support from Rockefeller Foundation into 1930s)
  • Deaths of mentally ill in German asylums in First World War (140,000)

U.S. (and Canada) Nazi Germany
Period 1907-late 1970s 1934-1945
Total 70,000 375,000 (= approx. 1% of adult population of childbearing age) + 70,000 killed
Disproportionately targeted Disabled; also disenfranchised, poor, women, minorities Same
Law State Federal
Compulsion Typically formally voluntary (required formal consent) Compulsory
Reach Mostly only institutionalized (in a few cases, “extra mural”) Everyone
Text of the law Varied across states; basic elements similar Similar to H. Laughlin’s model sterilization law
Adjudication Typically eugenics boards; proceedings public; victims could challenge in civil court Special “hereditary health courts”; non-public; appeal only to superior health courts
Denunciation by general public (information to commence sterilization proceedings) No Yes
Authorities’ access to medical and other records of kin groups Could be extensive Extensive

The post-war reckoning

  • At post-war Nazi trials the question of medical experiments is subject for prosecution, but eugenics itself in fact attracts little attention
  • Not until 1970s and 1980s and a new generation of historians does it come into focus

After the second World War

  • Eugenics is scientifically and culturally discredited
  • It disappears from Universities and the public discourse
  • But sterilizations continue in US and Scandinavia (Sweden) till the 70s

% female victims % mentally ill % intellectually disabled total victims per year / 100,000 pop. in peak period sterilization period (length of time)
National 61% 44% 52% Est. 70,000+ 1907-earl.1980s (75 years)
CA 49% 58% 37% 20,000 13 1909-60s (55 years)
MN 78% 18% 82% 2,300 5 1925-earl.1960s (35 years)
VA 61% 49% 48% 7,300 13 1924-1979s (50 years)
IA 71% 44% 50% 1,910 6 1915-earl.1960s (35 years)
GA 55% 77% 22% 3,200 9 1937-1963 (25 years)
NC 83% 25% 70% 6,300 7 1929-1974 (45 years)

% female victims % mentally ill % intellectually disabled
NC 83% 25% 70%

NC targeted “black welfare queens” in 1950s and 1960s; sterilization law had “extra-mural” component and allowed sterilization of populations not in state institutions

% female victims % mentally ill % intellectually disabled
MN 78% 18% 82%

MN: strength of social progressivism with a focus on ‘helping’ intellectually disabled females; sterilization of insane required at least 6 months of continuous institutionalization and consent by individual and next of kin

Eugenics as a Pseudoscience

  • Made-up categories
  • One encompassing explanation (interpretation Vs explanation)
  • Certainty
  • Appeal to authority
  • Propaganda aimed to the public

Today?

Today?

Ned Block (NYU)

https://bit.ly/3hrzUCh

Today?

Wallace:

“It is unmitigated humbug to talk about hereditary class distinctions being rooted in Nature. An individual is, of course, a product of nature and nurture, but it is one-tenth the former and nine-tenths the latter”

Today?

  • Abortion is legal for serious fetal anomaly
  • To prevent life-long suffering for the affected
  • Euthanasia (for the terminally ill) is illegal but, to some extent, tolerated
  • COVID-19
  • Where do we draw a line?

Midterm

  • Midterm Thursday during class time
  • Exam: 40 questions total + formula sheet + z-table
  • A few questions are worth more than one point
  • Problems: boxplots, contingency table, z-scores, regression, probability
  • Best way to study: review HW and class exercises
  • Review lectures slides
  • Final grades will be curved

Formula sheet

Chapter 1

Introduction

Why do we need statistics?

  • Statistics helps us make sense of the data and how the data vary.
  • Statistics is about variation.
  • Statistics is a collection of conceptual and mathematical tools that allow us to study such variation.

Why is Statistics important for Psychology?

The use of Statistics qualifies Psychology as a science…

  • using statistics we can determine whether a psychological hypothesis is true for a wider population, or whether a treatment works or not.

Statistical methods provide a unifying force within Psychology.

Data

Data

  • Any collection of numbers, characters, images, or other items that provide information about something
  • Data vary: Surveys and experiments produce a variety of outcomes.

Statistical inference is making a decision or a conclusion based on the data.

Sample and Population

  • The goal is to describe the population.
  • This is usually impractical or impossible.
  • A sample is used to make inferences about the population.
  • The sample should be representative of the population.

Variables

  • Categorical Variable: A variable that tells us what group or category an individual belongs to
  • Quantitative Variable: Contains measured numerical values with measurement units
  • Identifier Variable: A variable that is used to uniquely identify the individual. It does not describe the individual.
  • Ordinal Variable: A variable that reports order without natural units

Chapter 2

Displaying and Describing Categorical Data

How to Display Categorical Data

  • How to display and describe categorical data
  • Frequency tables
  • Bar Charts
  • Pie Charts

Comparing Categorical Data

  • How to compare categorical data:
  • Contingency tables
  • Marginal distribution
  • Conditional distribution:
    • percent of one variable satisfying the conditions of another
    • can be organized by column or by row

Independence

  • Independence: The distribution of one variable is the same for all categories of another.
  • There is no association between the two.
  • An association that holds for all of several groups can reverse direction when the data are combined to form a single group. This reversal is called Simpson’s paradox.

Chapter 3

Displaying and Summarizing Quantitative Data

Display of Quantitative Data: Histograms

  • How to display quantitative data: histograms
    • bin width
    • shape: mode, symmetry, skew
    • outliers

Display of Quantitative Data: Histograms

  • How to display quantitative data: histograms
    • CENTER: median, mean
    • Median: the center of data values
    • not sensitive to outliers
    • Mean: average
    • sensitive to outliers

\[\bar{y} = \frac{\sum y}{n}\]

Outliers

  • An Outlier is a data value that is far above or far below the rest of the data values.
  • An outlier is sometimes just an error in the data collection.
  • An outlier can also be the most important data value.
    • Income of a CEO
    • Temperature of a person with a high fever

Center: the Median

  • Median: The center of the data values
  • Half of the data values are to the left of the median and half are to the right of the median.
  • For symmetric distributions, the median is directly in the middle.

Calculating the Median: Odd Sample Size

  • First order the numbers.
  • If there are an odd number of numbers, n, the median is at position \(\frac{n+1}{2}\).
  • Find the median of the numbers: 2, 4, 5, 6, 7, 9, 9.
  • \(\frac{n+1}{2} = \frac{7+1}{2} = 4\)
  • The median is the fourth number: 6
  • Note that there are 3 numbers to the left of 6 and 3 to the right.

Calculating the Median: Even Sample Size

  • First order the numbers.
  • If there are an even number of numbers, n, the median is the average of the two middle numbers: \(\frac{n}{2}, \frac{n}{2}+1\).
  • Find the median of the numbers: 2, 2, 4, 6, 7, 8.
  • \(\frac{n}{2} = \frac{6}{2} = 3\)
  • The median is the average of the third and the fourth numbers:

\[\text{Median} = \frac{4+6}{2} = 5\]

The Center of Symmetric Distributions: the Mean

  • The Mean is what most people think of as the average.
  • Add up all the numbers and divide by the number of numbers.

\[\bar{y} = \frac{\sum y}{n}\]

  • Recall that \(\sum\) means “Add them all.”

Mean Vs. Median

  • For symmetric distributions, the mean and the median are equal.
    • The balancing point is at the center.
  • The tail “pulls” the mean towards it more than it does to the median.
  • The mean is more sensitive to outliers than the median.

Spread

  • SPREAD: variance, standard deviation
  • The variance is a measure of how far the data is spread out from the mean.
  • The standard deviation is the square root of the variance
  • The sd expresses the average distance from the mean

\[s^2 = \frac{\sum (y - \bar{y})^2}{n-1} \qquad s = \sqrt{\frac{\sum (y - \bar{y})^2}{n-1}}\]

5-Number Summary

  • The 5-Number Summary provides a numerical description of the data. It consists of
    • Minimum
    • First Quartile (Q1)
    • Median
    • Third Quartile (Q3)
    • Maximum
  • The list to the right shows the 5-Number Summary for the tsunami data.

Boxplots

  • A Boxplot is a chart that displays the 5-Point Summary and the outliers.
  • The Box shows the Interquartile Range.
  • The dashed lines are called fences, outside the fences lie the outliers.
  • Above and below the box are the whiskers that display the most extreme data values within the fences.
  • The line inside the box shows the median.

Finding the Fences

  • The lower fence is defined by

    Lower Fence = Q1 – 1.5 × IQR

  • The upper fence is defined by

    Upper Fence = Q3 + 1.5 × IQR

Chapter 4

Understanding and Comparing Distributions

How to compare quantitative data

  • How to compare quantitative data: histograms and boxplots

How to compare quantitative data

  • How to compare quantitative data: histograms and boxplots

Transformation of the Data

  • Taking logarithm of the salaries makes histogram much easier to interpret.

Chapter 5

The Standard Deviation as a Ruler and the Normal Model

How Many Standard Deviations From the Mean?

  • The standard deviation helps us compare: how far from the mean?
  • Chernova’s long jump was more than 1 standard deviation better than the mean.

  • Ennis’s winning time in the 200 m was more than 2 standard deviations faster than the mean.

Is there an even more precise way to calculate these?

The z-Score

  • In general, to find the distance between the value and the mean in standard deviations:
    1. Subtract the mean from the value.
    2. Divide by the standard deviation.

\[z = \frac{y - \bar{y}}{s}\]

  • This is called the z-score.

The z-score

  • The z-score measures the distance of the value from the mean in standard deviations.
  • A positive z-score indicates the value is above the mean.
  • A negative z-score indicates the value is below the mean.
  • A small z-score indicates the value is close to the mean when compared to the rest of the data values.
  • A large z-score indicates the value is far from the mean when compared to the rest of the data values.

How Many SDs from Mean?

  • Chernova’s long jump

\[z = \frac{6.54 - 5.91}{0.56} \approx 1.1\]

  • Ennis’s 200 m run

\[z = \frac{22.83 - 24.48}{0.80} \approx -2.1\]

  • Ennis’s winning time is a little more impressive.
  • Judges could assign points based on standard deviations from mean and this system would have a correlation of 0.99 with the one currently used!

How Many SDs from Mean?

  • \(-1 < z < 1\): Not uncommon
  • \(z = \pm 3\): Rare
  • \(z = 6\): Shouts out for attention!

Shifting

  • If the same number is subtracted or added to all data values, then:
    • The measures of the spread – standard deviation, range, and IQR – are all unaffected.
    • The measures of position – mean, median, and mode – are all changed by that number.

Rescaling

  • When we multiply (or divide) all the data values by a constant, all measures of position and all measures of spread are multiplied (or divided) by that same constant.