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Introduction and Motivation Models of Trait Evolution Along Phylogenies Phylogenetic Comparative Methods Laura Salter Kubatko Departments of Statistics and Evolution, Ecology, and Organismal Biology The Ohio State University [email protected] May 27, 2010 Stat 882: Statistical Phylogenetics - Lecture 8 - Part 2

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Page 1: Phylogenetic Comparative Methods · Models of Trait Evolution Along Phylogenies Phylogenetic Comparative Methods Laura Salter Kubatko Departments of Statistics and Evolution, Ecology,

Introduction and MotivationModels of Trait Evolution Along Phylogenies

Phylogenetic Comparative Methods

Laura Salter KubatkoDepartments of Statistics and

Evolution, Ecology, and Organismal BiologyThe Ohio State University

[email protected]

May 27, 2010

Stat 882: Statistical Phylogenetics - Lecture 8 - Part 2

Page 2: Phylogenetic Comparative Methods · Models of Trait Evolution Along Phylogenies Phylogenetic Comparative Methods Laura Salter Kubatko Departments of Statistics and Evolution, Ecology,

Introduction and MotivationModels of Trait Evolution Along Phylogenies

Brownian MotionThe Ornstein-Uhlenbeck Model

Contrasts

I Recall our discussion of contrasts – differences in trait valuesat tips

I It would be most desirable to have a set of these contraststhat were independent.

I Felsenstein (1985) showed how to construct these.

I Go back to our example from last time to see how we mightdo this.

Stat 882: Statistical Phylogenetics - Lecture 8 - Part 2

Page 3: Phylogenetic Comparative Methods · Models of Trait Evolution Along Phylogenies Phylogenetic Comparative Methods Laura Salter Kubatko Departments of Statistics and Evolution, Ecology,

Introduction and MotivationModels of Trait Evolution Along Phylogenies

Brownian MotionThe Ornstein-Uhlenbeck Model

Phylogenetic Independent Contrasts

I For any pair of sister taxa, consider the difference in their traitvalues.

I Example: x1i − x2i

var(x1i − x2i ) = var(x1i ) + var(x2i )− 2cov(x1i , x2i )

= σ2i (v1 + v8 + v9) + σ2

i (v2 + v8 + v9)− 2σ2i (v8 + v9)

= σ2i (v1 + v2)

x1 x2 x3 x4 x5 x6 x7

x0

x9

x8

x12

x11

x10

v1v2

v3

v8

v9

v12

v4

v5

v6 v7

v11

v10

Stat 882: Statistical Phylogenetics - Lecture 8 - Part 2

Page 4: Phylogenetic Comparative Methods · Models of Trait Evolution Along Phylogenies Phylogenetic Comparative Methods Laura Salter Kubatko Departments of Statistics and Evolution, Ecology,

Introduction and MotivationModels of Trait Evolution Along Phylogenies

Brownian MotionThe Ornstein-Uhlenbeck Model

Phylogenetic Independent Contrasts

I Now we have one contrast – let’s separate it from theremainder of tree by replacing this clade with a node whosetrait value is a weighted average of x1i and x2i

I So we want to define x′8 = fx1i + (1− f )x2i – how should we

pick f ?

I Pick the value that gives independence of x′8 and x1i − x2i –

find f to give cov(x1i − x2i , fx1i + (1− f )x2i ) = 0

I After a little work, we find f = v2v1+v2

x1 x2 x3 x4 x5 x6 x7

x0

x9

x8

x12

x11

x10

v1v2

v3

v8

v9

v12

v4

v5

v6 v7

v11

v10

Stat 882: Statistical Phylogenetics - Lecture 8 - Part 2

Page 5: Phylogenetic Comparative Methods · Models of Trait Evolution Along Phylogenies Phylogenetic Comparative Methods Laura Salter Kubatko Departments of Statistics and Evolution, Ecology,

Introduction and MotivationModels of Trait Evolution Along Phylogenies

Brownian MotionThe Ornstein-Uhlenbeck Model

Phylogenetic Independent Contrasts

I Now we have two important results:

I cov(x′

8, xji ) = cov(x1i , xji ) = cov(x2i , xji )

I var(x′

8) = σ2i

(v1v2

v1+v2+ v8 + v9

)I Note the added branch length

I Continuing in this manner gives a set of phylogeneticindependent contrasts – R package demo

Stat 882: Statistical Phylogenetics - Lecture 8 - Part 2

Page 6: Phylogenetic Comparative Methods · Models of Trait Evolution Along Phylogenies Phylogenetic Comparative Methods Laura Salter Kubatko Departments of Statistics and Evolution, Ecology,

Introduction and MotivationModels of Trait Evolution Along Phylogenies

Brownian MotionThe Ornstein-Uhlenbeck Model

Shortcomings of Brownian Motion Model

I Problem with BM model: biological realism

I Recall that

I expected value of the trait at each tip is x0 for all tips

I Variance increases as a function of time

I As an example, we’ll consider the paper:Butler, M.A. and A.A. King. 2004. Phylogenetic comparativeanalysis: A modeling approach for adaptive evolution.American Naturalist 164(6): 683-695.

Stat 882: Statistical Phylogenetics - Lecture 8 - Part 2

Page 7: Phylogenetic Comparative Methods · Models of Trait Evolution Along Phylogenies Phylogenetic Comparative Methods Laura Salter Kubatko Departments of Statistics and Evolution, Ecology,

Introduction and MotivationModels of Trait Evolution Along Phylogenies

Brownian MotionThe Ornstein-Uhlenbeck Model

Shortcomings of Brownian Motion Model

I Examples of some BM processes

From Am Nat 164(6):683-695. © 2004 by The University of Chicago. For permission to reuse, contact [email protected].

Stat 882: Statistical Phylogenetics - Lecture 8 - Part 2

Page 8: Phylogenetic Comparative Methods · Models of Trait Evolution Along Phylogenies Phylogenetic Comparative Methods Laura Salter Kubatko Departments of Statistics and Evolution, Ecology,

Introduction and MotivationModels of Trait Evolution Along Phylogenies

Brownian MotionThe Ornstein-Uhlenbeck Model

Shortcomings of Brownian Motion Model

I BM model omits two important evolutionary concepts

I Selection: we expect traits that are more fit (=better adaptedto the environment) to be maintained in the population, whiletraits that are less fit to die out

I Fitness varies overTime - e.g., ice age vs. present timeLineages (branches in the tree) - e.g., speciation might happendue to available habitat

I Still want to include the process of genetic drift: randomfluctuation in which traits are maintained or die out

Stat 882: Statistical Phylogenetics - Lecture 8 - Part 2

Page 9: Phylogenetic Comparative Methods · Models of Trait Evolution Along Phylogenies Phylogenetic Comparative Methods Laura Salter Kubatko Departments of Statistics and Evolution, Ecology,

Introduction and MotivationModels of Trait Evolution Along Phylogenies

Brownian MotionThe Ornstein-Uhlenbeck Model

The OU Model

I Goal: develop a phylogenetic model to incorporate bothselection and drift

I OU Process: dXt = α(θ − Xt) + σdWt

I Deterministic term: α(θ − Xt)I Used to model selectionI α = strength of selectionI θ = optimum trait valueI Force of selection is proportional to the distance of current

trait value from the optimum (θ − Xt)

Stat 882: Statistical Phylogenetics - Lecture 8 - Part 2

Page 10: Phylogenetic Comparative Methods · Models of Trait Evolution Along Phylogenies Phylogenetic Comparative Methods Laura Salter Kubatko Departments of Statistics and Evolution, Ecology,

Introduction and MotivationModels of Trait Evolution Along Phylogenies

Brownian MotionThe Ornstein-Uhlenbeck Model

The OU Model

I Goal: develop a phylogenetic model to incorporate bothselection and drift

I OU Process: dXt = α(θ − Xt) + σdWt

I Diffusion tem: σdWt

I Used to model random genetic driftI σ = intensity of drift

Stat 882: Statistical Phylogenetics - Lecture 8 - Part 2

Page 11: Phylogenetic Comparative Methods · Models of Trait Evolution Along Phylogenies Phylogenetic Comparative Methods Laura Salter Kubatko Departments of Statistics and Evolution, Ecology,

Introduction and MotivationModels of Trait Evolution Along Phylogenies

Brownian MotionThe Ornstein-Uhlenbeck Model

The OU Model

I Examples of some OU processes

From Am Nat 164(6):683-695. © 2004 by The University of Chicago. For permission to reuse, contact [email protected].

Stat 882: Statistical Phylogenetics - Lecture 8 - Part 2

Page 12: Phylogenetic Comparative Methods · Models of Trait Evolution Along Phylogenies Phylogenetic Comparative Methods Laura Salter Kubatko Departments of Statistics and Evolution, Ecology,

Introduction and MotivationModels of Trait Evolution Along Phylogenies

Brownian MotionThe Ornstein-Uhlenbeck Model

The OU Model

I Notes:I If α=0, the model reduces to BMI Often called the Hansen model in phylogeneticsI Assume the molecular clock (distance from tip to root is the

same for all species)

I To apply the model, we need:I Data on the distribution of quantitative characters across

speciesI A phylogeny with branch lengths relating the species of interestI Hypotheses regarding selective forces operating on each branch

Stat 882: Statistical Phylogenetics - Lecture 8 - Part 2

Page 13: Phylogenetic Comparative Methods · Models of Trait Evolution Along Phylogenies Phylogenetic Comparative Methods Laura Salter Kubatko Departments of Statistics and Evolution, Ecology,

Introduction and MotivationModels of Trait Evolution Along Phylogenies

Brownian MotionThe Ornstein-Uhlenbeck Model

The OU Model

I A two-taxon example

From Am Nat 164(6):683-695. © 2004 by The University of Chicago. For permission to reuse, contact [email protected].

Stat 882: Statistical Phylogenetics - Lecture 8 - Part 2

Page 14: Phylogenetic Comparative Methods · Models of Trait Evolution Along Phylogenies Phylogenetic Comparative Methods Laura Salter Kubatko Departments of Statistics and Evolution, Ecology,

Introduction and MotivationModels of Trait Evolution Along Phylogenies

Brownian MotionThe Ornstein-Uhlenbeck Model

The OU Model

I Extensions beyond two taxa:

I For an n taxon tree, there will be 2n − 2 branches

I Assume that there are a smaller number of selective optima,and assign these to branches.

I We’ll look at an example: Anolis lizard evolution

Stat 882: Statistical Phylogenetics - Lecture 8 - Part 2

Page 15: Phylogenetic Comparative Methods · Models of Trait Evolution Along Phylogenies Phylogenetic Comparative Methods Laura Salter Kubatko Departments of Statistics and Evolution, Ecology,

Introduction and MotivationModels of Trait Evolution Along Phylogenies

Brownian MotionThe Ornstein-Uhlenbeck Model

An Example: Anolis lizard evolution (Butler and King (2004))

I We’ll look at variation in body size on the Lesser AntillesIslands

I Islands with two species: one large and one small

I Islands with one species: intermediate body size

I Hypothesis of interest is character displacement: did twoinitially intermediate-sized species come into contact and thenevolve in opposite directions?

Stat 882: Statistical Phylogenetics - Lecture 8 - Part 2

Page 16: Phylogenetic Comparative Methods · Models of Trait Evolution Along Phylogenies Phylogenetic Comparative Methods Laura Salter Kubatko Departments of Statistics and Evolution, Ecology,

Introduction and MotivationModels of Trait Evolution Along Phylogenies

Brownian MotionThe Ornstein-Uhlenbeck Model

An Example: Anolis lizard evolution (Butler and King (2004))

I Models to be compared:

Stat 882: Statistical Phylogenetics - Lecture 8 - Part 2

Page 17: Phylogenetic Comparative Methods · Models of Trait Evolution Along Phylogenies Phylogenetic Comparative Methods Laura Salter Kubatko Departments of Statistics and Evolution, Ecology,

Introduction and MotivationModels of Trait Evolution Along Phylogenies

Brownian MotionThe Ornstein-Uhlenbeck Model

An Example: Anolis lizard evolution (Butler and King (2004))

I Results:

5/21/09 12:45 AMThe American Naturalist, 164(6):683-695 - Phylogenetic Comparative Analysis: A Modeling Approach for Adaptive Evolution.

Page 1 of 1http://www.journals.uchicago.edu.proxy.lib.ohio-state.edu/action/showFullPopup?doi=10.1086%2F426002&id=_e20

Go Back | Image of typeset table: 1

Stat 882: Statistical Phylogenetics - Lecture 8 - Part 2

Page 18: Phylogenetic Comparative Methods · Models of Trait Evolution Along Phylogenies Phylogenetic Comparative Methods Laura Salter Kubatko Departments of Statistics and Evolution, Ecology,

Introduction and MotivationModels of Trait Evolution Along Phylogenies

Brownian MotionThe Ornstein-Uhlenbeck Model

An Example: Anolis lizard evolution (Butler and King (2004))

I Results:

5/21/09 12:46 AMThe American Naturalist, 164(6):683-695 - Phylogenetic Comparative Analysis: A Modeling Approach for Adaptive Evolution.

Page 1 of 1http://www.journals.uchicago.edu.proxy.lib.ohio-state.edu/action/showFullPopup?doi=10.1086%2F426002&id=_e21

Go Back | Image of typeset table: 1

Stat 882: Statistical Phylogenetics - Lecture 8 - Part 2

Page 19: Phylogenetic Comparative Methods · Models of Trait Evolution Along Phylogenies Phylogenetic Comparative Methods Laura Salter Kubatko Departments of Statistics and Evolution, Ecology,

Introduction and MotivationModels of Trait Evolution Along Phylogenies

Brownian MotionThe Ornstein-Uhlenbeck Model

Comparative Methods

I Some issuesI Known phylogeny - never really trueI Numerical methods to get MLEsI Model selection and hypothesis testingI Amount/type of data - sufficient to fit models?

I Concerns about performance of typical measures (e.g., BIC)and asymptotic properties - see Ane, 2008. The Annals ofApplied Statistics 2(3): 1078-1102.

Stat 882: Statistical Phylogenetics - Lecture 8 - Part 2