Source code for statsmodels.genmod.families.family

'''
The one parameter exponential family distributions used by GLM.
'''
# TODO: quasi, quasibinomial, quasipoisson
# see
# http://www.biostat.jhsph.edu/~qli/biostatistics_r_doc/library/stats/html/family.html
# for comparison to R, and McCullagh and Nelder


import inspect
import warnings

import numpy as np
from scipy import special, stats

from statsmodels.compat.scipy import SP_LT_17
from statsmodels.tools.sm_exceptions import (
    ValueWarning,
    )
from . import links as L, varfuncs as V

FLOAT_EPS = np.finfo(float).eps


[docs] class Family: """ The parent class for one-parameter exponential families. Parameters ---------- link : a link function instance Link is the linear transformation function. See the individual families for available links. variance : a variance function Measures the variance as a function of the mean probabilities. See the individual families for the default variance function. check_link : bool If True (default), then and exception is raised if the link is invalid for the family. If False, then the link is not checked. See Also -------- :ref:`links` : Further details on links. """ # TODO: change these class attributes, use valid somewhere... valid = [-np.inf, np.inf] links = [] def _setlink(self, link): """ Helper method to set the link for a family. Raises a ``ValueError`` exception if the link is not available. Note that the error message might not be that informative because it tells you that the link should be in the base class for the link function. See statsmodels.genmod.generalized_linear_model.GLM for a list of appropriate links for each family but note that not all of these are currently available. """ # TODO: change the links class attribute in the families to hold # meaningful information instead of a list of links instances such as # [<statsmodels.family.links.Log object at 0x9a4240c>, # <statsmodels.family.links.Power object at 0x9a423ec>, # <statsmodels.family.links.Power object at 0x9a4236c>] # for Poisson... self._link = link if self._check_link: if not isinstance(link, L.Link): raise TypeError("The input should be a valid Link object.") if hasattr(self, "links"): validlink = max([isinstance(link, _) for _ in self.links]) if not validlink: msg = "Invalid link for family, should be in %s. (got %s)" raise ValueError(msg % (repr(self.links), link)) def _getlink(self): """ Helper method to get the link for a family. """ return self._link # link property for each family is a pointer to link instance link = property(_getlink, _setlink, doc="Link function for family") def __init__(self, link, variance, check_link=True): self._check_link = check_link if inspect.isclass(link): warnmssg = ( "Calling Family(..) with a link class is not allowed. Use an " "instance of a link class instead." ) raise TypeError(warnmssg) self.link = link self.variance = variance
[docs] def starting_mu(self, y): r""" Starting value for mu in the IRLS algorithm. Parameters ---------- y : ndarray The untransformed response variable. Returns ------- mu_0 : ndarray The first guess on the transformed response variable. Notes ----- .. math:: \mu_0 = (Y + \overline{Y})/2 Only the Binomial family takes a different initial value. """ return (y + y.mean())/2.
[docs] def weights(self, mu): r""" Weights for IRLS steps Parameters ---------- mu : array_like The transformed mean response variable in the exponential family Returns ------- w : ndarray The weights for the IRLS steps Notes ----- .. math:: w = 1 / (g'(\mu)^2 * Var(\mu)) """ return 1. / (self.link.deriv(mu)**2 * self.variance(mu))
[docs] def deviance(self, endog, mu, var_weights=1., freq_weights=1., scale=1.): r""" The deviance function evaluated at (endog, mu, var_weights, freq_weights, scale) for the distribution. Deviance is usually defined as twice the loglikelihood ratio. Parameters ---------- endog : array_like The endogenous response variable mu : array_like The inverse of the link function at the linear predicted values. var_weights : array_like 1d array of variance (analytic) weights. The default is 1. freq_weights : array_like 1d array of frequency weights. The default is 1. scale : float, optional An optional scale argument. The default is 1. Returns ------- Deviance : ndarray The value of deviance function defined below. Notes ----- Deviance is defined .. math:: D = 2\sum_i (freq\_weights_i * var\_weights * (llf(endog_i, endog_i) - llf(endog_i, \mu_i))) where y is the endogenous variable. The deviance functions are analytically defined for each family. Internally, we calculate deviance as: .. math:: D = \sum_i freq\_weights_i * var\_weights * resid\_dev_i / scale """ resid_dev = self._resid_dev(endog, mu) return np.sum(resid_dev * freq_weights * var_weights / scale)
[docs] def resid_dev(self, endog, mu, var_weights=1., scale=1.): r""" The deviance residuals Parameters ---------- endog : array_like The endogenous response variable mu : array_like The inverse of the link function at the linear predicted values. var_weights : array_like 1d array of variance (analytic) weights. The default is 1. scale : float, optional An optional scale argument. The default is 1. Returns ------- resid_dev : float Deviance residuals as defined below. Notes ----- The deviance residuals are defined by the contribution D_i of observation i to the deviance as .. math:: resid\_dev_i = sign(y_i-\mu_i) \sqrt{D_i} D_i is calculated from the _resid_dev method in each family. Distribution-specific documentation of the calculation is available there. """ resid_dev = self._resid_dev(endog, mu) resid_dev *= var_weights / scale return np.sign(endog - mu) * np.sqrt(np.clip(resid_dev, 0., np.inf))
[docs] def fitted(self, lin_pred): r""" Fitted values based on linear predictors lin_pred. Parameters ---------- lin_pred : ndarray Values of the linear predictor of the model. :math:`X \cdot \beta` in a classical linear model. Returns ------- mu : ndarray The mean response variables given by the inverse of the link function. """ fits = self.link.inverse(lin_pred) return fits
[docs] def predict(self, mu): """ Linear predictors based on given mu values. Parameters ---------- mu : ndarray The mean response variables Returns ------- lin_pred : ndarray Linear predictors based on the mean response variables. The value of the link function at the given mu. """ return self.link(mu)
[docs] def loglike_obs(self, endog, mu, var_weights=1., scale=1.): r""" The log-likelihood function for each observation in terms of the fitted mean response for the distribution. Parameters ---------- endog : ndarray Usually the endogenous response variable. mu : ndarray Usually but not always the fitted mean response variable. var_weights : array_like 1d array of variance (analytic) weights. The default is 1. scale : float The scale parameter. The default is 1. Returns ------- ll_i : float The value of the loglikelihood evaluated at (endog, mu, var_weights, scale) as defined below. Notes ----- This is defined for each family. endog and mu are not restricted to ``endog`` and ``mu`` respectively. For instance, you could call both ``loglike(endog, endog)`` and ``loglike(endog, mu)`` to get the log-likelihood ratio. """ raise NotImplementedError
[docs] def loglike(self, endog, mu, var_weights=1., freq_weights=1., scale=1.): r""" The log-likelihood function in terms of the fitted mean response. Parameters ---------- endog : ndarray Usually the endogenous response variable. mu : ndarray Usually but not always the fitted mean response variable. var_weights : array_like 1d array of variance (analytic) weights. The default is 1. freq_weights : array_like 1d array of frequency weights. The default is 1. scale : float The scale parameter. The default is 1. Returns ------- ll : float The value of the loglikelihood evaluated at (endog, mu, var_weights, freq_weights, scale) as defined below. Notes ----- Where :math:`ll_i` is the by-observation log-likelihood: .. math:: ll = \sum(ll_i * freq\_weights_i) ``ll_i`` is defined for each family. endog and mu are not restricted to ``endog`` and ``mu`` respectively. For instance, you could call both ``loglike(endog, endog)`` and ``loglike(endog, mu)`` to get the log-likelihood ratio. """ ll_obs = self.loglike_obs(endog, mu, var_weights, scale) return np.sum(ll_obs * freq_weights)
[docs] def resid_anscombe(self, endog, mu, var_weights=1., scale=1.): r""" The Anscombe residuals Parameters ---------- endog : ndarray The endogenous response variable mu : ndarray The inverse of the link function at the linear predicted values. var_weights : array_like 1d array of variance (analytic) weights. The default is 1. scale : float, optional An optional argument to divide the residuals by sqrt(scale). The default is 1. See Also -------- statsmodels.genmod.families.family.Family : `resid_anscombe` for the individual families for more information Notes ----- Anscombe residuals are defined by .. math:: resid\_anscombe_i = \frac{A(y)-A(\mu)}{A'(\mu)\sqrt{Var[\mu]}} * \sqrt(var\_weights) where :math:`A'(y)=v(y)^{-\frac{1}{3}}` and :math:`v(\mu)` is the variance function :math:`Var[y]=\frac{\phi}{w}v(mu)`. The transformation :math:`A(y)` makes the residuals more normal distributed. """ raise NotImplementedError
def _clean(self, x): """ Helper function to trim the data so that it is in (0,inf) Notes ----- The need for this function was discovered through usage and its possible that other families might need a check for validity of the domain. """ return np.clip(x, FLOAT_EPS, np.inf)
[docs] class Poisson(Family): """ Poisson exponential family. Parameters ---------- link : a link instance, optional The default link for the Poisson family is the log link. Available links are log, identity, and sqrt. See statsmodels.families.links for more information. check_link : bool If True (default), then and exception is raised if the link is invalid for the family. If False, then the link is not checked. Attributes ---------- Poisson.link : a link instance The link function of the Poisson instance. Poisson.variance : varfuncs instance ``variance`` is an instance of statsmodels.genmod.families.varfuncs.mu See Also -------- statsmodels.genmod.families.family.Family : Parent class for all links. :ref:`links` : Further details on links. """ links = [L.Log, L.Identity, L.Sqrt] variance = V.mu valid = [0, np.inf] safe_links = [L.Log, ] def __init__(self, link=None, check_link=True): if link is None: link = L.Log() super().__init__( link=link, variance=Poisson.variance, check_link=check_link ) def _resid_dev(self, endog, mu): r""" Poisson deviance residuals Parameters ---------- endog : ndarray The endogenous response variable. mu : ndarray The inverse of the link function at the linear predicted values. Returns ------- resid_dev : float Deviance residuals as defined below. Notes ----- .. math:: resid\_dev_i = 2 * (endog_i * \ln(endog_i / \mu_i) - (endog_i - \mu_i)) """ endog_mu = self._clean(endog / mu) resid_dev = endog * np.log(endog_mu) - (endog - mu) return 2 * resid_dev
[docs] def loglike_obs(self, endog, mu, var_weights=1., scale=1.): r""" The log-likelihood function for each observation in terms of the fitted mean response for the Poisson distribution. Parameters ---------- endog : ndarray Usually the endogenous response variable. mu : ndarray Usually but not always the fitted mean response variable. var_weights : array_like 1d array of variance (analytic) weights. The default is 1. scale : float The scale parameter. The default is 1. Returns ------- ll_i : float The value of the loglikelihood evaluated at (endog, mu, var_weights, scale) as defined below. Notes ----- .. math:: ll_i = var\_weights_i / scale * (endog_i * \ln(\mu_i) - \mu_i - \ln \Gamma(endog_i + 1)) """ return var_weights / scale * (endog * np.log(mu) - mu - special.gammaln(endog + 1))
[docs] def resid_anscombe(self, endog, mu, var_weights=1., scale=1.): r""" The Anscombe residuals Parameters ---------- endog : ndarray The endogenous response variable mu : ndarray The inverse of the link function at the linear predicted values. var_weights : array_like 1d array of variance (analytic) weights. The default is 1. scale : float, optional An optional argument to divide the residuals by sqrt(scale). The default is 1. Returns ------- resid_anscombe : ndarray The Anscombe residuals for the Poisson family defined below Notes ----- .. math:: resid\_anscombe_i = (3/2) * (endog_i^{2/3} - \mu_i^{2/3}) / \mu_i^{1/6} * \sqrt(var\_weights) """ resid = ((3 / 2.) * (endog**(2 / 3.) - mu**(2 / 3.)) / (mu ** (1 / 6.) * scale ** 0.5)) resid *= np.sqrt(var_weights) return resid
[docs] def get_distribution(self, mu, scale=1., var_weights=1.): r""" Frozen Poisson distribution instance for given parameters Parameters ---------- mu : ndarray Usually but not always the fitted mean response variable. scale : float The scale parameter is ignored. var_weights : array_like 1d array of variance (analytic) weights. The default is 1. var_weights are ignored for Poisson. Returns ------- distribution instance """ return stats.poisson(mu)
[docs] class Gaussian(Family): """ Gaussian exponential family distribution. Parameters ---------- link : a link instance, optional The default link for the Gaussian family is the identity link. Available links are log, identity, and inverse. See statsmodels.genmod.families.links for more information. check_link : bool If True (default), then and exception is raised if the link is invalid for the family. If False, then the link is not checked. Attributes ---------- Gaussian.link : a link instance The link function of the Gaussian instance Gaussian.variance : varfunc instance ``variance`` is an instance of statsmodels.genmod.families.varfuncs.constant See Also -------- statsmodels.genmod.families.family.Family : Parent class for all links. :ref:`links` : Further details on links. """ links = [L.Log, L.Identity, L.InversePower] variance = V.constant safe_links = links def __init__(self, link=None, check_link=True): if link is None: link = L.Identity() super().__init__( link=link, variance=Gaussian.variance, check_link=check_link ) def _resid_dev(self, endog, mu): r""" Gaussian deviance residuals Parameters ---------- endog : ndarray The endogenous response variable. mu : ndarray The inverse of the link function at the linear predicted values. Returns ------- resid_dev : float Deviance residuals as defined below. Notes ----- .. math:: resid\_dev_i = (endog_i - \mu_i) ** 2 """ return (endog - mu) ** 2
[docs] def loglike_obs(self, endog, mu, var_weights=1., scale=1.): r""" The log-likelihood function for each observation in terms of the fitted mean response for the Gaussian distribution. Parameters ---------- endog : ndarray Usually the endogenous response variable. mu : ndarray Usually but not always the fitted mean response variable. var_weights : array_like 1d array of variance (analytic) weights. The default is 1. scale : float The scale parameter. The default is 1. Returns ------- ll_i : float The value of the loglikelihood evaluated at (endog, mu, var_weights, scale) as defined below. Notes ----- If the link is the identity link function then the loglikelihood function is the same as the classical OLS model. .. math:: llf = -nobs / 2 * (\log(SSR) + (1 + \log(2 \pi / nobs))) where .. math:: SSR = \sum_i (Y_i - g^{-1}(\mu_i))^2 If the links is not the identity link then the loglikelihood function is defined as .. math:: ll_i = -1 / 2 \sum_i * var\_weights * ((Y_i - mu_i)^2 / scale + \log(2 * \pi * scale)) """ ll_obs = -var_weights * (endog - mu) ** 2 / scale ll_obs += -np.log(scale / var_weights) - np.log(2 * np.pi) ll_obs /= 2 return ll_obs
[docs] def resid_anscombe(self, endog, mu, var_weights=1., scale=1.): r""" The Anscombe residuals Parameters ---------- endog : ndarray The endogenous response variable mu : ndarray The inverse of the link function at the linear predicted values. var_weights : array_like 1d array of variance (analytic) weights. The default is 1. scale : float, optional An optional argument to divide the residuals by sqrt(scale). The default is 1. Returns ------- resid_anscombe : ndarray The Anscombe residuals for the Gaussian family defined below Notes ----- For the Gaussian distribution, Anscombe residuals are the same as deviance residuals. .. math:: resid\_anscombe_i = (Y_i - \mu_i) / \sqrt{scale} * \sqrt(var\_weights) """ resid = (endog - mu) / scale ** 0.5 resid *= np.sqrt(var_weights) return resid
[docs] def get_distribution(self, mu, scale, var_weights=1.): r""" Frozen Gaussian distribution instance for given parameters Parameters ---------- mu : ndarray Usually but not always the fitted mean response variable. scale : float The scale parameter is required argument for get_distribution. var_weights : array_like 1d array of variance (analytic) weights. The default is 1. Returns ------- distribution instance """ scale_n = scale / var_weights return stats.norm(loc=mu, scale=np.sqrt(scale_n))
[docs] class Gamma(Family): """ Gamma exponential family distribution. Parameters ---------- link : a link instance, optional The default link for the Gamma family is the inverse link. Available links are log, identity, and inverse. See statsmodels.genmod.families.links for more information. check_link : bool If True (default), then and exception is raised if the link is invalid for the family. If False, then the link is not checked. Attributes ---------- Gamma.link : a link instance The link function of the Gamma instance Gamma.variance : varfunc instance ``variance`` is an instance of statsmodels.genmod.family.varfuncs.mu_squared See Also -------- statsmodels.genmod.families.family.Family : Parent class for all links. :ref:`links` : Further details on links. """ links = [L.Log, L.Identity, L.InversePower] variance = V.mu_squared safe_links = [L.Log, ] def __init__(self, link=None, check_link=True): if link is None: link = L.InversePower() super().__init__( link=link, variance=Gamma.variance, check_link=check_link ) def _resid_dev(self, endog, mu): r""" Gamma deviance residuals Parameters ---------- endog : ndarray The endogenous response variable. mu : ndarray The inverse of the link function at the linear predicted values. Returns ------- resid_dev : float Deviance residuals as defined below. Notes ----- .. math:: resid\_dev_i = 2 * ((endog_i - \mu_i) / \mu_i - \log(endog_i / \mu_i)) """ endog_mu = self._clean(endog / mu) resid_dev = -np.log(endog_mu) + (endog - mu) / mu return 2 * resid_dev
[docs] def loglike_obs(self, endog, mu, var_weights=1., scale=1.): r""" The log-likelihood function for each observation in terms of the fitted mean response for the Gamma distribution. Parameters ---------- endog : ndarray Usually the endogenous response variable. mu : ndarray Usually but not always the fitted mean response variable. var_weights : array_like 1d array of variance (analytic) weights. The default is 1. scale : float The scale parameter. The default is 1. Returns ------- ll_i : float The value of the loglikelihood evaluated at (endog, mu, var_weights, scale) as defined below. Notes ----- .. math:: ll_i = var\_weights_i / scale * (\ln(var\_weights_i * endog_i / (scale * \mu_i)) - (var\_weights_i * endog_i) / (scale * \mu_i)) - \ln \Gamma(var\_weights_i / scale) - \ln(\mu_i) """ endog_mu = self._clean(endog / mu) weight_scale = var_weights / scale ll_obs = weight_scale * np.log(weight_scale * endog_mu) ll_obs -= weight_scale * endog_mu ll_obs -= special.gammaln(weight_scale) + np.log(endog) return ll_obs
# in Stata scale is set to equal 1 for reporting llf # in R it's the dispersion, though there is a loss of precision vs. # our results due to an assumed difference in implementation
[docs] def resid_anscombe(self, endog, mu, var_weights=1., scale=1.): r""" The Anscombe residuals Parameters ---------- endog : ndarray The endogenous response variable mu : ndarray The inverse of the link function at the linear predicted values. var_weights : array_like 1d array of variance (analytic) weights. The default is 1. scale : float, optional An optional argument to divide the residuals by sqrt(scale). The default is 1. Returns ------- resid_anscombe : ndarray The Anscombe residuals for the Gamma family defined below Notes ----- .. math:: resid\_anscombe_i = 3 * (endog_i^{1/3} - \mu_i^{1/3}) / \mu_i^{1/3} / \sqrt{scale} * \sqrt(var\_weights) """ resid = 3 * (endog**(1/3.) - mu**(1/3.)) / mu**(1/3.) / scale ** 0.5 resid *= np.sqrt(var_weights) return resid
[docs] def get_distribution(self, mu, scale, var_weights=1.): r""" Frozen Gamma distribution instance for given parameters Parameters ---------- mu : ndarray Usually but not always the fitted mean response variable. scale : float The scale parameter is required argument for get_distribution. var_weights : array_like 1d array of variance (analytic) weights. The default is 1. Returns ------- distribution instance """ # combine var_weights with scale scale_ = scale / var_weights shape = 1 / scale_ scale_g = mu * scale_ return stats.gamma(shape, scale=scale_g)
[docs] class Binomial(Family): """ Binomial exponential family distribution. Parameters ---------- link : a link instance, optional The default link for the Binomial family is the logit link. Available links are logit, probit, cauchy, log, loglog, and cloglog. See statsmodels.genmod.families.links for more information. check_link : bool If True (default), then and exception is raised if the link is invalid for the family. If False, then the link is not checked. Attributes ---------- Binomial.link : a link instance The link function of the Binomial instance Binomial.variance : varfunc instance ``variance`` is an instance of statsmodels.genmod.families.varfuncs.binary See Also -------- statsmodels.genmod.families.family.Family : Parent class for all links. :ref:`links` : Further details on links. Notes ----- endog for Binomial can be specified in one of three ways: A 1d array of 0 or 1 values, indicating failure or success respectively. A 2d array, with two columns. The first column represents the success count and the second column represents the failure count. A 1d array of proportions, indicating the proportion of successes, with parameter `var_weights` containing the number of trials for each row. """ links = [L.Logit, L.Probit, L.Cauchy, L.Log, L.LogC, L.CLogLog, L.LogLog, L.Identity] variance = V.binary # this is not used below in an effort to include n # Other safe links, e.g. cloglog and probit are subclasses safe_links = [L.Logit, L.CDFLink] def __init__(self, link=None, check_link=True): # , n=1.): if link is None: link = L.Logit() # TODO: it *should* work for a constant n>1 actually, if freq_weights # is equal to n self.n = 1 # overwritten by initialize if needed but always used to initialize # variance since endog is assumed/forced to be (0,1) super().__init__( link=link, variance=V.Binomial(n=self.n), check_link=check_link )
[docs] def starting_mu(self, y): r""" The starting values for the IRLS algorithm for the Binomial family. A good choice for the binomial family is :math:`\mu_0 = (Y_i + 0.5)/2` """ return (y + .5)/2
[docs] def initialize(self, endog, freq_weights): ''' Initialize the response variable. Parameters ---------- endog : ndarray Endogenous response variable freq_weights : ndarray 1d array of frequency weights Returns ------- If `endog` is binary, returns `endog` If `endog` is a 2d array, then the input is assumed to be in the format (successes, failures) and successes/(success + failures) is returned. And n is set to successes + failures. ''' # if not np.all(np.asarray(freq_weights) == 1): # self.variance = V.Binomial(n=freq_weights) if endog.ndim > 1 and endog.shape[1] > 2: raise ValueError('endog has more than 2 columns. The Binomial ' 'link supports either a single response variable ' 'or a paired response variable.') elif endog.ndim > 1 and endog.shape[1] > 1: y = endog[:, 0] # overwrite self.freq_weights for deviance below self.n = endog.sum(1) return y*1./self.n, self.n else: return endog, np.ones(endog.shape[0])
def _resid_dev(self, endog, mu): r""" Binomial deviance residuals Parameters ---------- endog : ndarray The endogenous response variable. mu : ndarray The inverse of the link function at the linear predicted values. Returns ------- resid_dev : float Deviance residuals as defined below. Notes ----- .. math:: resid\_dev_i = 2 * n * (endog_i * \ln(endog_i /\mu_i) + (1 - endog_i) * \ln((1 - endog_i) / (1 - \mu_i))) """ endog_mu = self._clean(endog / (mu + 1e-20)) n_endog_mu = self._clean((1. - endog) / (1. - mu + 1e-20)) resid_dev = endog * np.log(endog_mu) + (1 - endog) * np.log(n_endog_mu) return 2 * self.n * resid_dev
[docs] def loglike_obs(self, endog, mu, var_weights=1., scale=1.): r""" The log-likelihood function for each observation in terms of the fitted mean response for the Binomial distribution. Parameters ---------- endog : ndarray Usually the endogenous response variable. mu : ndarray Usually but not always the fitted mean response variable. var_weights : array_like 1d array of variance (analytic) weights. The default is 1. scale : float The scale parameter. The default is 1. Returns ------- ll_i : float The value of the loglikelihood evaluated at (endog, mu, var_weights, scale) as defined below. Notes ----- If the endogenous variable is binary: .. math:: ll_i = \sum_i (y_i * \log(\mu_i/(1-\mu_i)) + \log(1-\mu_i)) * var\_weights_i If the endogenous variable is binomial: .. math:: ll_i = \sum_i var\_weights_i * (\ln \Gamma(n+1) - \ln \Gamma(y_i + 1) - \ln \Gamma(n_i - y_i +1) + y_i * \log(\mu_i / (n_i - \mu_i)) + n * \log(1 - \mu_i/n_i)) where :math:`y_i = Y_i * n_i` with :math:`Y_i` and :math:`n_i` as defined in Binomial initialize. This simply makes :math:`y_i` the original number of successes. """ n = self.n # Number of trials y = endog * n # Number of successes # note that mu is still in (0,1), i.e. not converted back return ( special.gammaln(n + 1) - special.gammaln(y + 1) - special.gammaln(n - y + 1) + y * np.log(mu / (1 - mu + 1e-20)) + n * np.log(1 - mu + 1e-20)) * var_weights
[docs] def resid_anscombe(self, endog, mu, var_weights=1., scale=1.): r''' The Anscombe residuals Parameters ---------- endog : ndarray The endogenous response variable mu : ndarray The inverse of the link function at the linear predicted values. var_weights : array_like 1d array of variance (analytic) weights. The default is 1. scale : float, optional An optional argument to divide the residuals by sqrt(scale). The default is 1. Returns ------- resid_anscombe : ndarray The Anscombe residuals as defined below. Notes ----- .. math:: n^{2/3}*(cox\_snell(endog)-cox\_snell(mu)) / (mu*(1-mu/n)*scale^3)^{1/6} * \sqrt(var\_weights) where cox_snell is defined as cox_snell(x) = betainc(2/3., 2/3., x)*betainc(2/3.,2/3.) where betainc is the incomplete beta function as defined in scipy, which uses a regularized version (with the unregularized version, one would just have :math:`cox_snell(x) = Betainc(2/3., 2/3., x)`). The name 'cox_snell' is idiosyncratic and is simply used for convenience following the approach suggested in Cox and Snell (1968). Further note that :math:`cox\_snell(x) = \frac{3}{2}*x^{2/3} * hyp2f1(2/3.,1/3.,5/3.,x)` where hyp2f1 is the hypergeometric 2f1 function. The Anscombe residuals are sometimes defined in the literature using the hyp2f1 formulation. Both betainc and hyp2f1 can be found in scipy. References ---------- Anscombe, FJ. (1953) "Contribution to the discussion of H. Hotelling's paper." Journal of the Royal Statistical Society B. 15, 229-30. Cox, DR and Snell, EJ. (1968) "A General Definition of Residuals." Journal of the Royal Statistical Society B. 30, 248-75. ''' endog = endog * self.n # convert back to successes mu = mu * self.n # convert back to successes def cox_snell(x): return special.betainc(2/3., 2/3., x) * special.beta(2/3., 2/3.) resid = (self.n ** (2/3.) * (cox_snell(endog * 1. / self.n) - cox_snell(mu * 1. / self.n)) / (mu * (1 - mu * 1. / self.n) * scale ** 3) ** (1 / 6.)) resid *= np.sqrt(var_weights) return resid
[docs] def get_distribution(self, mu, scale=1., var_weights=1., n_trials=1): r""" Frozen Binomial distribution instance for given parameters Parameters ---------- mu : ndarray Usually but not always the fitted mean response variable. scale : float The scale parameter is ignored. var_weights : array_like 1d array of variance (analytic) weights. The default is 1. var_weights are ignored for Poisson. n_trials : int Number of trials for the binomial distribution. The default is 1 which corresponds to a Bernoulli random variable. Returns ------- distribution instance """ return stats.binom(n=n_trials, p=mu)
[docs] class InverseGaussian(Family): """ InverseGaussian exponential family. Parameters ---------- link : a link instance, optional The default link for the inverse Gaussian family is the inverse squared link. Available links are InverseSquared, Inverse, Log, and Identity. See statsmodels.genmod.families.links for more information. check_link : bool If True (default), then and exception is raised if the link is invalid for the family. If False, then the link is not checked. Attributes ---------- InverseGaussian.link : a link instance The link function of the inverse Gaussian instance InverseGaussian.variance : varfunc instance ``variance`` is an instance of statsmodels.genmod.families.varfuncs.mu_cubed See Also -------- statsmodels.genmod.families.family.Family : Parent class for all links. :ref:`links` : Further details on links. Notes ----- The inverse Gaussian distribution is sometimes referred to in the literature as the Wald distribution. """ links = [L.InverseSquared, L.InversePower, L.Identity, L.Log] variance = V.mu_cubed safe_links = [L.InverseSquared, L.Log, ] def __init__(self, link=None, check_link=True): if link is None: link = L.InverseSquared() super().__init__( link=link, variance=InverseGaussian.variance, check_link=check_link ) def _resid_dev(self, endog, mu): r""" Inverse Gaussian deviance residuals Parameters ---------- endog : ndarray The endogenous response variable. mu : ndarray The inverse of the link function at the linear predicted values. Returns ------- resid_dev : float Deviance residuals as defined below. Notes ----- .. math:: resid\_dev_i = 1 / (endog_i * \mu_i^2) * (endog_i - \mu_i)^2 """ return 1. / (endog * mu ** 2) * (endog - mu) ** 2
[docs] def loglike_obs(self, endog, mu, var_weights=1., scale=1.): r""" The log-likelihood function for each observation in terms of the fitted mean response for the Inverse Gaussian distribution. Parameters ---------- endog : ndarray Usually the endogenous response variable. mu : ndarray Usually but not always the fitted mean response variable. var_weights : array_like 1d array of variance (analytic) weights. The default is 1. scale : float The scale parameter. The default is 1. Returns ------- ll_i : float The value of the loglikelihood evaluated at (endog, mu, var_weights, scale) as defined below. Notes ----- .. math:: ll_i = -1/2 * (var\_weights_i * (endog_i - \mu_i)^2 / (scale * endog_i * \mu_i^2) + \ln(scale * \endog_i^3 / var\_weights_i) - \ln(2 * \pi)) """ ll_obs = -var_weights * (endog - mu) ** 2 / (scale * endog * mu ** 2) ll_obs += -np.log(scale * endog ** 3 / var_weights) - np.log(2 * np.pi) ll_obs /= 2 return ll_obs
[docs] def resid_anscombe(self, endog, mu, var_weights=1., scale=1.): r""" The Anscombe residuals Parameters ---------- endog : ndarray The endogenous response variable mu : ndarray The inverse of the link function at the linear predicted values. var_weights : array_like 1d array of variance (analytic) weights. The default is 1. scale : float, optional An optional argument to divide the residuals by sqrt(scale). The default is 1. Returns ------- resid_anscombe : ndarray The Anscombe residuals for the inverse Gaussian distribution as defined below Notes ----- .. math:: resid\_anscombe_i = \log(Y_i / \mu_i) / \sqrt{\mu_i * scale} * \sqrt(var\_weights) """ resid = np.log(endog / mu) / np.sqrt(mu * scale) resid *= np.sqrt(var_weights) return resid
[docs] def get_distribution(self, mu, scale, var_weights=1.): r""" Frozen Inverse Gaussian distribution instance for given parameters Parameters ---------- mu : ndarray Usually but not always the fitted mean response variable. scale : float The scale parameter is required argument for get_distribution. var_weights : array_like 1d array of variance (analytic) weights. The default is 1. Returns ------- distribution instance """ # combine var_weights with scale scale_ = scale / var_weights mu_ig = mu * scale_ return stats.invgauss(mu_ig, scale=1 / scale_)
[docs] class NegativeBinomial(Family): r""" Negative Binomial exponential family (corresponds to NB2). Parameters ---------- link : a link instance, optional The default link for the negative binomial family is the log link. Available links are log, cloglog, identity, nbinom and power. See statsmodels.genmod.families.links for more information. alpha : float, optional The ancillary parameter for the negative binomial distribution. For now ``alpha`` is assumed to be nonstochastic. The default value is 1. Permissible values are usually assumed to be between .01 and 2. check_link : bool If True (default), then and exception is raised if the link is invalid for the family. If False, then the link is not checked. Attributes ---------- NegativeBinomial.link : a link instance The link function of the negative binomial instance NegativeBinomial.variance : varfunc instance ``variance`` is an instance of statsmodels.genmod.families.varfuncs.nbinom See Also -------- statsmodels.genmod.families.family.Family : Parent class for all links. :ref:`links` : Further details on links. Notes ----- Power link functions are not yet supported. Parameterization for :math:`y=0, 1, 2, \ldots` is .. math:: f(y) = \frac{\Gamma(y+\frac{1}{\alpha})}{y!\Gamma(\frac{1}{\alpha})} \left(\frac{1}{1+\alpha\mu}\right)^{\frac{1}{\alpha}} \left(\frac{\alpha\mu}{1+\alpha\mu}\right)^y with :math:`E[Y]=\mu\,` and :math:`Var[Y]=\mu+\alpha\mu^2`. """ links = [L.Log, L.CLogLog, L.Identity, L.NegativeBinomial, L.Power] # TODO: add the ability to use the power links with an if test # similar to below variance = V.nbinom safe_links = [L.Log, ] def __init__(self, link=None, alpha=1., check_link=True): self.alpha = 1. * alpha # make it at least float if alpha is self.__init__.__defaults__[1]: # `is` is intentional warnings.warn("Negative binomial dispersion parameter alpha not " f"set. Using default value alpha={alpha}.", ValueWarning) if link is None: link = L.Log() super().__init__( link=link, variance=V.NegativeBinomial(alpha=self.alpha), check_link=check_link ) def _resid_dev(self, endog, mu): r""" Negative Binomial deviance residuals Parameters ---------- endog : ndarray The endogenous response variable. mu : ndarray The inverse of the link function at the linear predicted values. Returns ------- resid_dev : float Deviance residuals as defined below. Notes ----- .. math:: resid_dev_i = 2 * (endog_i * \ln(endog_i / \mu_i) - (endog_i + 1 / \alpha) * \ln((endog_i + 1 / \alpha) / (\mu_i + 1 / \alpha))) """ endog_mu = self._clean(endog / mu) endog_alpha = endog + 1 / self.alpha mu_alpha = mu + 1 / self.alpha resid_dev = endog * np.log(endog_mu) resid_dev -= endog_alpha * np.log(endog_alpha / mu_alpha) return 2 * resid_dev
[docs] def loglike_obs(self, endog, mu, var_weights=1., scale=1.): r""" The log-likelihood function for each observation in terms of the fitted mean response for the Negative Binomial distribution. Parameters ---------- endog : ndarray Usually the endogenous response variable. mu : ndarray Usually but not always the fitted mean response variable. var_weights : array_like 1d array of variance (analytic) weights. The default is 1. scale : float The scale parameter. The default is 1. Returns ------- ll_i : float The value of the loglikelihood evaluated at (endog, mu, var_weights, scale) as defined below. Notes ----- Defined as: .. math:: llf = \sum_i var\_weights_i / scale * (Y_i * \log{(\alpha * \mu_i / (1 + \alpha * \mu_i))} - \log{(1 + \alpha * \mu_i)}/ \alpha + Constant) where :math:`Constant` is defined as: .. math:: Constant = \ln \Gamma{(Y_i + 1/ \alpha )} - \ln \Gamma(Y_i + 1) - \ln \Gamma{(1/ \alpha )} constant = (special.gammaln(endog + 1 / self.alpha) - special.gammaln(endog+1)-special.gammaln(1/self.alpha)) return (endog * np.log(self.alpha * mu / (1 + self.alpha * mu)) - np.log(1 + self.alpha * mu) / self.alpha + constant) * var_weights / scale """ ll_obs = endog * np.log(self.alpha * mu) ll_obs -= (endog + 1 / self.alpha) * np.log(1 + self.alpha * mu) ll_obs += special.gammaln(endog + 1 / self.alpha) ll_obs -= special.gammaln(1 / self.alpha) ll_obs -= special.gammaln(endog + 1) return var_weights / scale * ll_obs
[docs] def resid_anscombe(self, endog, mu, var_weights=1., scale=1.): r""" The Anscombe residuals Parameters ---------- endog : ndarray The endogenous response variable mu : ndarray The inverse of the link function at the linear predicted values. var_weights : array_like 1d array of variance (analytic) weights. The default is 1. scale : float, optional An optional argument to divide the residuals by sqrt(scale). The default is 1. Returns ------- resid_anscombe : ndarray The Anscombe residuals as defined below. Notes ----- Anscombe residuals for Negative Binomial are the same as for Binomial upon setting :math:`n=-\frac{1}{\alpha}`. Due to the negative value of :math:`-\alpha*Y` the representation with the hypergeometric function :math:`H2F1(x) = hyp2f1(2/3.,1/3.,5/3.,x)` is advantageous .. math:: resid\_anscombe_i = \frac{3}{2} * (Y_i^(2/3)*H2F1(-\alpha*Y_i) - \mu_i^(2/3)*H2F1(-\alpha*\mu_i)) / (\mu_i * (1+\alpha*\mu_i) * scale^3)^(1/6) * \sqrt(var\_weights) Note that for the (unregularized) Beta function, one has :math:`Beta(z,a,b) = z^a/a * H2F1(a,1-b,a+1,z)` """ def hyp2f1(x): return special.hyp2f1(2 / 3., 1 / 3., 5 / 3., x) resid = (3 / 2. * (endog ** (2 / 3.) * hyp2f1(-self.alpha * endog) - mu ** (2 / 3.) * hyp2f1(-self.alpha * mu)) / (mu * (1 + self.alpha * mu) * scale ** 3) ** (1 / 6.)) resid *= np.sqrt(var_weights) return resid
[docs] def get_distribution(self, mu, scale=1., var_weights=1.): r""" Frozen NegativeBinomial distribution instance for given parameters Parameters ---------- mu : ndarray Usually but not always the fitted mean response variable. scale : float The scale parameter is ignored. var_weights : array_like 1d array of variance (analytic) weights. The default is 1. var_weights are ignored for NegativeBinomial. Returns ------- distribution instance """ size = 1. / self.alpha prob = size / (size + mu) return stats.nbinom(size, prob)
[docs] class Tweedie(Family): """ Tweedie family. Parameters ---------- link : a link instance, optional The default link for the Tweedie family is the log link. Available links are log, Power and any aliases of power. See statsmodels.genmod.families.links for more information. var_power : float, optional The variance power. The default is 1. eql : bool If True, the Extended Quasi-Likelihood is used, else the likelihood is used. In both cases, for likelihood computations the var_power must be between 1 and 2. check_link : bool If True (default), then and exception is raised if the link is invalid for the family. If False, then the link is not checked. Attributes ---------- Tweedie.link : a link instance The link function of the Tweedie instance Tweedie.variance : varfunc instance ``variance`` is an instance of statsmodels.genmod.families.varfuncs.Power Tweedie.var_power : float The power parameter of the variance function. See Also -------- statsmodels.genmod.families.family.Family : Parent class for all links. :ref:`links` : Further details on links. Notes ----- Loglikelihood function not implemented because of the complexity of calculating an infinite series of summations. The variance power can be estimated using the ``estimate_tweedie_power`` function that is part of the statsmodels.genmod.generalized_linear_model.GLM class. """ links = [L.Log, L.Power] variance = V.Power(power=1.5) safe_links = [L.Log, L.Power] def __init__(self, link=None, var_power=1., eql=False, check_link=True): self.var_power = var_power self.eql = eql if eql and (var_power < 1 or var_power > 2): raise ValueError("Tweedie: if EQL=True then var_power must fall " "between 1 and 2") if link is None: link = L.Log() super().__init__( link=link, variance=V.Power(power=var_power * 1.), check_link=check_link ) def _resid_dev(self, endog, mu): r""" Tweedie deviance residuals Parameters ---------- endog : ndarray The endogenous response variable. mu : ndarray The inverse of the link function at the linear predicted values. Returns ------- resid_dev : float Deviance residuals as defined below. Notes ----- When :math:`p = 1`, .. math:: dev_i = \mu_i when :math:`endog_i = 0` and .. math:: dev_i = endog_i * \log(endog_i / \mu_i) + (\mu_i - endog_i) otherwise. When :math:`p = 2`, .. math:: dev_i = (endog_i - \mu_i) / \mu_i - \log(endog_i / \mu_i) For all other p, .. math:: dev_i = endog_i^{2 - p} / ((1 - p) * (2 - p)) - endog_i * \mu_i^{1 - p} / (1 - p) + \mu_i^{2 - p} / (2 - p) The deviance residual is then .. math:: resid\_dev_i = 2 * dev_i """ p = self.var_power if p == 1: dev = np.where(endog == 0, mu, endog * np.log(endog / mu) + (mu - endog)) elif p == 2: endog1 = self._clean(endog) dev = ((endog - mu) / mu) - np.log(endog1 / mu) else: dev = (endog ** (2 - p) / ((1 - p) * (2 - p)) - endog * mu ** (1-p) / (1 - p) + mu ** (2 - p) / (2 - p)) return 2 * dev
[docs] def loglike_obs(self, endog, mu, var_weights=1., scale=1.): r""" The log-likelihood function for each observation in terms of the fitted mean response for the Tweedie distribution. Parameters ---------- endog : ndarray Usually the endogenous response variable. mu : ndarray Usually but not always the fitted mean response variable. var_weights : array_like 1d array of variance (analytic) weights. The default is 1. scale : float The scale parameter. The default is 1. Returns ------- ll_i : float The value of the loglikelihood evaluated at (endog, mu, var_weights, scale) as defined below. Notes ----- If eql is True, the Extended Quasi-Likelihood is used. At present, this method returns NaN if eql is False. When the actual likelihood is implemented, it will be accessible by setting eql to False. References ---------- R Kaas (2005). Compound Poisson Distributions and GLM's -- Tweedie's Distribution. https://core.ac.uk/download/pdf/6347266.pdf#page=11 JA Nelder, D Pregibon (1987). An extended quasi-likelihood function. Biometrika 74:2, pp 221-232. https://www.jstor.org/stable/2336136 """ p = self.var_power endog = np.atleast_1d(endog) if p == 1: return Poisson().loglike_obs( endog=endog, mu=mu, var_weights=var_weights, scale=scale ) elif p == 2: return Gamma().loglike_obs( endog=endog, mu=mu, var_weights=var_weights, scale=scale ) if not self.eql: if p < 1 or p > 2: # We have not yet implemented the actual likelihood return np.nan # scipy compat bessel_wright added in 1.7 if SP_LT_17: # old return was nan return np.nan # See: Dunn, Smyth (2004) "Series evaluation of Tweedie # exponential dispersion model densities" # pdf(y, mu, p, phi) = f(y, theta, phi) # = c(y, phi) * exp(1/phi (y theta - kappa(theta))) # kappa = cumulant function # theta = function of expectation mu and power p # alpha = (2-p)/(1-p) # phi = scale # for 1<p<2: # c(y, phi) = 1/y * wright_bessel(a, b, x) # a = -alpha # b = 0 # x = (p-1)**alpha/(2-p) / y**alpha / phi**(1-alpha) scale = scale / var_weights theta = mu ** (1 - p) / (1 - p) kappa = mu ** (2 - p) / (2 - p) alpha = (2 - p) / (1 - p) ll_obs = (endog * theta - kappa) / scale idx = endog > 0 if np.any(idx): if not np.isscalar(endog): endog = endog[idx] if not np.isscalar(scale): scale = scale[idx] x = ((p - 1) * scale / endog) ** alpha x /= (2 - p) * scale wb = special.wright_bessel(-alpha, 0, x) ll_obs[idx] += np.log(1/endog * wb) return ll_obs else: # Equations 4 of Kaas llf = np.log(2 * np.pi * scale) + p * np.log(endog) llf -= np.log(var_weights) llf /= -2 u = (endog ** (2 - p) - (2 - p) * endog * mu ** (1 - p) + (1 - p) * mu ** (2 - p)) u *= var_weights / (scale * (1 - p) * (2 - p)) return llf - u
[docs] def resid_anscombe(self, endog, mu, var_weights=1., scale=1.): r""" The Anscombe residuals Parameters ---------- endog : ndarray The endogenous response variable mu : ndarray The inverse of the link function at the linear predicted values. var_weights : array_like 1d array of variance (analytic) weights. The default is 1. scale : float, optional An optional argument to divide the residuals by sqrt(scale). The default is 1. Returns ------- resid_anscombe : ndarray The Anscombe residuals as defined below. Notes ----- When :math:`p = 3`, then .. math:: resid\_anscombe_i = \log(endog_i / \mu_i) / \sqrt{\mu_i * scale} * \sqrt(var\_weights) Otherwise, .. math:: c = (3 - p) / 3 .. math:: resid\_anscombe_i = (1 / c) * (endog_i^c - \mu_i^c) / \mu_i^{p / 6} / \sqrt{scale} * \sqrt(var\_weights) """ if self.var_power == 3: resid = np.log(endog / mu) / np.sqrt(mu * scale) else: c = (3. - self.var_power) / 3. resid = ((1. / c) * (endog ** c - mu ** c) / mu ** (self.var_power / 6.)) / scale ** 0.5 resid *= np.sqrt(var_weights) return resid

Last update: Dec 16, 2024