Chapter 7: Inference in Multiple Regression & Control Variables Copyright © 2011 Pearson Addison-Wesley. All rights reserved. 1-1 Outline 1. 2. 3. 4. Hypothesis tests and confidence intervals for one coefficient Joint hypothesis tests on multiple coefficients Other types of hypotheses involving multiple coefficients Variables of interest, control variables, and how to decide which variables to include in a regression model Copyright © 2011 Pearson Addison-Wesley. All rights reserved. 7-2 Hypothesis Tests and Confidence Intervals for a Single Coefficient • Hypothesis tests and confidence intervals for a single coefficient in multiple regression follow the same logic and recipe as for the slope coefficient in a single-regressor model. • βˆ1 − E (βˆ1 ) var(βˆ1 ) is approximately distributed N(0,1) (CLT). • Hypotheses on β1 can be tested with usual t-statistic, and confidence intervals are constructed as { ± 1.96×SE( )}. • So too for β2,…, βk. Copyright © 2011 Pearson Addison-Wesley. All rights reserved. 7-3 Example: The California class size data 1. TestScore = 698.9 – 2.28×STR (10.4) (0.52) 2. TestScore = 686.0 – 1.10×STR – 0.650PctEL (8.7) (0.43) (0.031) • The coefficient on STR in (2) is the effect on TestScores of a unit change in STR, holding constant the percentage of English Learners in the district • The coefficient on STR falls by one-half • The 95% confidence interval for coefficient on STR in (2) is {–1.10 ± 1.96×0.43} = (–1.95, –0.26) • The t-statistic testing βSTR = 0 is t = –1.10/0.43 = –2.54, so we reject the hypothesis at the 5% significance level Copyright © 2011 Pearson Addison-Wesley. All rights reserved. 7-4 Standard errors in STATA reg testscr str pctel, robust; Regression with robust standard errors Number of obs F( 2, 417) Prob > F R-squared Root MSE = = = = = 420 223.82 0.0000 0.4264 14.464 -----------------------------------------------------------------------------| Robust testscr | Coef. Std. Err. t P>|t| [95% Conf. Interval] -------------+---------------------------------------------------------------str | -1.101296 .4328472 -2.54 0.011 -1.95213 -.2504616 pctel | -.6497768 .0310318 -20.94 0.000 -.710775 -.5887786 _cons | 686.0322 8.728224 78.60 0.000 668.8754 703.189 ------------------------------------------------------------------------------ = 686.0 – 1.10×STR – 0.650PctEL TestScore (8.7) (0.43) (0.031) We use robust standard errors (robust to heteroskedasticity)– Stata’s default is homoskedasticity-only SE’s, which are typically wrong Copyright © 2011 Pearson Addison-Wesley. All rights reserved. 7-5 Tests of Joint Hypotheses Let Expn = expenditures per pupil and consider the model: TestScorei = β0 + β1STRi + β2Expni + β3PctELi + ui By including Expn, coeff. on STR is effect on TestScore while holding fixed Expn and PctEL. Reason: Principal wants to hire more teachers (decrease STR) without breaking budget/pupil Skeptical taxpayer: Null hypothesis that “school resources don’t matter,” and the alternative that they do: H0: β1 = 0 and β2 = 0 vs. H1: either β1 ≠ 0 or β2 ≠ 0 or both TestScorei = β0 + β1STRi + β2Expni + β3PctELi + ui Copyright © 2011 Pearson Addison-Wesley. All rights reserved. 7-6 Tests of joint hypotheses, ctd. • H0: β1 = 0 and β2 = 0 • vs. H1: either β1 ≠ 0 or β2 ≠ 0 or both • A joint hypothesis specifies a value for two or more coefficients; restricts two or more coefficients. • In general, a joint hypothesis will involve q restrictions. Here, q = 2, and the two restrictions are β1 = 0 and β2 = 0. • A “common sense” idea is to reject if either of the individual t-statistics exceeds 1.96 in absolute value. • But this “one at a time” test isn’t valid: the resulting test rejects too often under the null hypothesis (more than 5%)! Copyright © 2011 Pearson Addison-Wesley. All rights reserved. 7-7 Why can’t we just test the coefficients one at a time? Because the test’s rejection rate under the null isn’t 5%. To see why, assume for simplicity that the t-statistics are independently distributed: ˆ −0 ˆ −0 β β 1 t1 = and t2 = 2 SE (βˆ 2 ) SE (βˆ1 ) The “one at time” test is: reject H0: β1 = β2 = 0 if |t1| > 1.96 and/or |t2| > 1.96 What is the probability that this “one at a time” test rejects H0, when H0 is actually true? (It should be 5%, given 1.96!) Copyright © 2011 Pearson Addison-Wesley. All rights reserved. 7-8 Using independence (to make point) Let’s compute the “one at a time” test’s size, i.e. the probability of incorrectly rejecting true null hypothesis: = PrH [|t1| > 1.96 and/or |t2| > 1.96] 0 = 1 – PrH [|t1| ≤ 1.96 and |t2| ≤ 1.96] 0 =independence 1 – PrH [|t1| ≤ 1.96] ×PrH [|t2| ≤ 1.96] 0 0 = 1 – (.95)2 = .0975 = 9.75% – which is not 5%! • The size of the “common sense” test isn’t 5%! • In general, its size depends on the correlation between t1 & t2 (hence on the correlation between the estimated β’s) Copyright © 2011 Pearson Addison-Wesley. All rights reserved. 7-9 Two correct approaches for right size : • Use a different critical value in this procedure, given by the “Bonferroni method – see Appendix. 7.1. (Rarely done.) • Use a different test statistic designed to test both β1 and β2 at once: the F-statistic. (Usually done.) Copyright © 2011 Pearson Addison-Wesley. All rights reserved. 7-10 The F-statistic The F-statistic tests all parts of a joint hypothesis at once. • Formula for more than two β’s: Ch18. • Formula for two regressors (joint hyp β1 = β1,0,β2 = β2,0 ): 2 2 t + t 1 1 2 − 2 ρˆ t1 ,t2 t1t2 F= 2 ˆ 2 1 − ρt1 ,t2 ˆ t ,t estimates the correlation between t1 and t2. where ρ 1 2 • The F-statistic is large when t1 large or t2 large • The F-statistic corrects for any correlation between t1 and t2. Copyright © 2011 Pearson Addison-Wesley. All rights reserved. 7-11 Large-sample distribution of F-statistic Special case: t1 , t2 independent, so ρˆ t1 ,t2 →p 0 in large samples Then the formula becomes 2 2 1 t1 + t2 − 2ρˆ t1 ,t2 t1t2 1 2 2 F= ≅ (t1 + t2 ) 2 2 1 − ρˆ t1 ,t2 2 • Under the null, t1 & t2 have std. normal distributions that, in this special case, are independent. • Recall,Fm ,∞ := ( z12 + ... + zm2 ) / m with zi independent std.normals • Conclude F-statistic is F2,∞! • This conclusion remains true, even beyond special case. Copyright © 2011 Pearson Addison-Wesley. All rights reserved. 7-12 The Fm ,∞ distribution The Fm ,∞ distribution with m degrees of freedom is defined to be that of a sum of m independent squared std. normals, over m. In large samples, F-stat distributed as Fm ,∞ (Table 4, p.753) where m=#restrictions Selected large-sample critical values of q 5% critical value 1 3.84 2 3.00 3 2.60 4 2.37 5 2.21 Copyright © 2011 Pearson Addison-Wesley. All rights reserved. Fm ,∞ (the case m=2 above) 7-13 Computing the p-value using F-statistic: p-value = probability that Fm ,∞ distribution exceeds F-statistic. Implementation in STATA: Use “test” command after regressing Example: Test the joint hypothesis that the population coefficients on STR and expenditures per pupil (expn_stu) are both zero, against the alternative that not. Copyright © 2011 Pearson Addison-Wesley. All rights reserved. 7-14 F-test example, California class size data: reg testscr str expn_stu pctel, r; Regression with robust standard errors Number of obs = 420 F( 3, 416) = 147.20 Prob > F = 0.0000 R-squared = 0.4366 Root MSE = 14.353 -----------------------------------------------------------------------------| Robust testscr | Coef. Std. Err. t P>|t| [95% Conf. Interval] -------------+---------------------------------------------------------------str | -.2863992 .4820728 -0.59 0.553 -1.234001 .661203 expn_stu | .0038679 .0015807 2.45 0.015 .0007607 .0069751 pctel | -.6560227 .0317844 -20.64 0.000 -.7185008 -.5935446 _cons | 649.5779 15.45834 42.02 0.000 619.1917 679.9641 -----------------------------------------------------------------------------NOTE test str expn_stu; The test command follows the regression ( 1) ( 2) str = 0.0 There are q=2 restrictions being tested expn_stu = 0.0 F( 2, 416) = 5.43 The 5% critical value for m=2 is 3.00 Prob > F = 0.0047 Stata computes the p-value for you Copyright © 2011 Pearson Addison-Wesley. All rights reserved. 7-15 Intuition for F-statistic There is a simple formula for the F-statistic that holds only under homoskedasticity (so unreliable) but does clarify it. The homoskedasticity-only F-statistic formula Formula is in terms of the following R-squareds: • Run two regressions, one under the null hypothesis (the “restricted” regression) and one under the alternative hypothesis (the “unrestricted” regression). • Compare the fits of the regressions – the R2s – if the “unrestricted” model fits sufficiently better, reject the null Copyright © 2011 Pearson Addison-Wesley. All rights reserved. 7-16 The “restricted” and “unrestricted” regressions Example: are the coefficients on STR and Expn zero? Unrestricted population regression (under H1): TestScorei = β0 + β1STRi + β2Expni + β3PctELi + ui Restricted population regression (that is, under H0): TestScorei = β0 + β3PctELi + ui • The number of restrictions under H0 is q = 2. • The R2 will spike in unrestricted regression (SSR drops) • By how much must the R2 spike for the coefficients on Expn and PctEL to be judged statistically significant? Copyright © 2011 Pearson Addison-Wesley. All rights reserved. 7-17 Formula for homoskedasticity-only F-stat. where: 2 Rrestricted 2 2 ( Runrest − R . rest . ) / q F= 2 (1 − Runrest . ) / ( n − kunrest . − 1) = the R2 for the restricted regression 2 = the R2 for the unrestricted regression Runrestricted q = the number of restrictions under the null kunrestricted = # regressors in unrestricted regression. • Formula shows that the null is more unlikely (bigger F-stat) the bigger is the spike in R2 of removing null’s restrictions. Copyright © 2011 Pearson Addison-Wesley. All rights reserved. 7-18 Example: Restricted regression: = 644.7 –0.671PctEL, TestScore 2 = 0.4149 Rrestricted (1.0) (0.032) Unrestricted regression: TestScore = 649.6 – 0.29STR + 3.87Expn – 0.656PctEL (15.5) (0.48) 2 Runrestricted So (1.59) (0.032) = 0.4366, kunrestricted = 3, q = 2 F= 2 2 (Runrestricted − Rrestricted )/q 2 (1− Runrestricted ) / (n − kunrestricted − 1) (.4366 − .4149) / 2 = = 8.01 (1− .4366) / (420 − 3 − 1) Note: Heteroskedasticity-robust F = 5.43…(neat formula unreliable) Copyright © 2011 Pearson Addison-Wesley. All rights reserved. 7-19 The homoskedasticity-only F-statistic – summary F= 2 2 ( Runrestricted − Rrestricted )/q 2 (1− Runrestricted ) / (n − kunrestricted − 1) • The homoskedasticity-only F-statistic rejects when adding the two variables increases R2 by “enough” • If the errors are homoskedastic, then the homoskedasticityonly F-statistic has a large-sample distribution that is Fm ,∞ • But if the errors aren’t, the large-sample distribution of the homoskedasticity-only F-statistic is not Fm ,∞ • Upshot: Use Stata to compute F-stat that is robust (slide 15) Copyright © 2011 Pearson Addison-Wesley. All rights reserved. 7-20 The F distribution Your regression printouts might refer to the “F” distribution. If the four multiple regression LS assumptions hold and if: 5. ui is homoskedastic: var(u|X1,…,Xk) does not depend on X’s 6. u1,…,un are normally distributed then the homoskedasticity-only F-statistic has “Fq,n-k–1” dist’bn even in small samples, where q = # restrictions k = # regressors under the alternative (unrestricted model) Copyright © 2011 Pearson Addison-Wesley. All rights reserved. 7-21 The Fq,n–k–1 distribution: • The Fq,n-k-1 distribution is tabulated in p.754-6 • Also, Fq ,n −k –1 → Fq ,∞ as sample n → ∞ • For q not too big and n≥100, both essentially identical. • Stata computes p-values of F-stats using Fq,n-k-1 distribution • Fq,n-k-1 distribution appears in published empirical work. • But all this relevant if assn’s 5, 6 hold … typically don’t! So why bother with this? It’s a historical relic, back when computers were unavailable and people computed probabilities by hand … a simple formula was used despite unrealistic assns. • It does give larger critical values (conservative viz Fq,∞ ) • This the reason some still use it, given small samples. Copyright © 2011 Pearson Addison-Wesley. All rights reserved. 7-22 Copyright © 2011 Pearson Addison-Wesley. All rights reserved. 7-23 Summary: testing joint hypotheses • The “one at a time” approach of rejecting if either of the tstatistics exceeds 1.96 rejects more than 5% of the time under the null (the size exceeds the desired significance level) • The heteroskedasticity-robust F-statistic is built in to STATA (“test” command); this tests all q restrictions at once. • For n large, the F-statistic is distributed Fq,∞ • The homoskedasticity-only F-statistic is important historically (and thus in practice), and can help intuition, but isn’t valid when there is heteroskedasticity Copyright © 2011 Pearson Addison-Wesley. All rights reserved. 7-24 Testing Single Restrictions on Multiple Coefficients Yi = β0 + β1X1i + β2X2i + ui, i = 1,…,n Consider the null and alternative hypothesis, H0: β1 = β2 vs. H1: β1 ≠ β2 This null imposes a single restriction (q = 1) on multiple coefficients – it is not a joint hypothesis with multiple restrictions (compare with β1 = 0 and β2 = 0). Copyright © 2011 Pearson Addison-Wesley. All rights reserved. 7-25 Testing single restrictions on multiple coefficients, ctd. Here are two methods for testing single restrictions on multiple coefficients: 1. 2. Rearrange (“transform”) the regression Rearrange the regressors so that the restriction becomes a restriction on a single coefficient in an equivalent regression; or, Perform the test directly STATA lets you test these restrictions directly Copyright © 2011 Pearson Addison-Wesley. All rights reserved. 7-26 Method 1: Rearrange (“transform”) the regression Yi = β0 + β1X1i + β2X2i + ui H0: β1 = β2 vs. H1: β1 ≠ β2 Add and subtract β2X1i: Yi = β0 + (β1 – β2) X1i + β2(X1i + X2i) + ui or Yi = β0 + γ1 X1i + β2Wi + ui Where γ1 = β1 – β2 Wi = X1i + X2i Copyright © 2011 Pearson Addison-Wesley. All rights reserved. 7-27 Rearrange the regression, ctd. (a) Original equation: Yi = β0 + β1X1i + β2X2i + ui H0: β1 = β2 vs. H1: β1 ≠ β2 (b) Rearranged (“transformed”) equation: Yi = β0 + γ1 X1i + β2Wi + ui where γ1 = β1 – β2 and Wi = X1i + X2i So H0: γ1 = 0 vs. H1: γ1 ≠ 0 • These two regressions ((a) and (b)) have the same R2, the same predicted values, and the same residuals. • The testing problem is now a simple one: test whether γ1 = 0 in regression (b). Copyright © 2011 Pearson Addison-Wesley. All rights reserved. 7-28 Method 2: Perform the test directly Yi = β0 + β1X1i + β2X2i + ui H0: β1 = β2 vs. H1: β1 ≠ β2 Example: TestScorei = β0 + β1STRi + β2Expni + β3PctELi + ui In STATA, to test β1 = β2 vs. β1 ≠ β2 (two-sided): regress testscore str expn pctel, r test str=expn Copyright © 2011 Pearson Addison-Wesley. All rights reserved. 7-29 Confidence Sets for Multiple Coefficients Yi = β0 + β1X1i + β2X2i + … + βkXki + ui, i = 1,…,n What is a joint confidence set for β1 and β2? A 95% joint confidence set is: • A set-valued function of the data that contains the true coefficient(s) in 95% of hypothetical repeated samples. • Equivalently, the set of coefficient values that cannot be rejected at the 5% significance level. You can find a 95% confidence set as the set of (β1, β2) that cannot be rejected at the 5% level using an F-test. Copyright © 2011 Pearson Addison-Wesley. All rights reserved. 7-30 Joint confidence sets ctd. • Let F(β1,0, β2,0) be the (heteroskedasticity-robust) F-statistic testing the hypothesis that β1 = β1,0 and β2 = β2,0: • 95% confidence set = {β1,0, β2,0: F(β1,0, β2,0) < 3.00} • 3.00 is the 5% critical value of the F2,∞ distribution • This set has coverage rate 95% because the test on which it is based (the test it “inverts”) has size of 5% • 5% of the time, the test incorrectly rejects the null when the null is true, so 95% of the time it does not; therefore the confidence set constructed as the nonrejected values contains the true value 95% of the time (in 95% of all samples). Copyright © 2011 Pearson Addison-Wesley. All rights reserved. 7-31 The confidence set based on the Fstatistic is an ellipse: 2 2 1 t1 + t2 − 2ρˆ t1 ,t2 t1t2 {β1, β2: F = ≤ 3.00} 2 ˆ 2 1 − ρt1 ,t2 Now 1 2 2 ˆ × t + t F= 1 2 − 2 ρt1 ,t2 t1t 2 2 2(1 − ρˆ t1 ,t2 ) = 1 × 2 2(1 − ρˆ t1 ,t2 ) βˆ − β 2 βˆ − β 2 ˆ − β βˆ − β β 2,0 1 1,0 1 1,0 2 2,0 2 ˆ ρ 2 + + t1 ,t2 ˆ ˆ SE (βˆ 2 ) SE (βˆ1 ) β β SE ( ) SE ( ) 1 2 This is a quadratic form in β1,0 and β2,0 – thus the boundary of the set F = 3.00 is an ellipse. Copyright © 2011 Pearson Addison-Wesley. All rights reserved. 7-32 Confidence set based on inverting the Fstatistic Copyright © 2011 Pearson Addison-Wesley. All rights reserved. 7-33 Regression Specification: variables of interest, control variables, and conditional mean independence We want to get an unbiased estimate of the effect on test scores of changing class size, holding constant factors outside the school committee’s control – such as outside learning opportunities (museums, etc), parental involvement in education (reading with mom at home?), etc. If we could run an experiment, we would randomly assign students (and teachers) to differently sized classes. For then STRi would be independent of all the things that go into ui, so E(ui|STRi) = 0 and the OLS slope estimator in the regression of TestScorei on STRi would be unbiased. Copyright © 2011 Pearson Addison-Wesley. All rights reserved. 7-34 But with observational data, ui depends on additional factors (museums, parental involvement, knowledge of English etc). • If you can observe those factors, then include them in the regression. • But what if you cannot (e.g. parental involvement in homework)? • The idea is to include “control variables” – they are correlated with the causal OVs, but need not be causal themselves. Copyright © 2011 Pearson Addison-Wesley. All rights reserved. 7-35 Control variables in multiple regression Sps. X is a regressor of interest (STR), ie trying to understand how it causally influences the dependent variable. If there is an OV, such as learning opportunity outside school, OV bias in the estimated coefficient of X may arise. A control variable W is one correlated with a causal OV in regression of Y on X. Care not whether has causal effect on Y. Examples: PctEL & LnchPct, both correlated with OV “outside learning opportunity” Goal is to solve OV bias by including, if not the OV, then at least a control variable. Copyright © 2011 Pearson Addison-Wesley. All rights reserved. 7-36 Control variable: CA test scores TestScore = 700.2 – 1.00STR – 0.122PctEL – 0.547LchPct, (5.6) (0.27) (.033) (.024) R 2 =0.773 • STR is the variable of interest • PctEL probably has a direct causal effect (English tests harder for English learners). But it is also a control variable: Immigrant communities tend to be have fewer outside learning opportunities, and PctEL is correlated with these causal OV. PctEL is both a possible causal variable and a control variable. • LchPct might have a causal effect (eating lunch helps learning); it also is correlated with income-related outside learning opportunities. LchPct is both a possible causal variable and a control variable. Copyright © 2011 Pearson Addison-Wesley. All rights reserved. 7-37 Control variables, ctd. Equivalent statements of control variable being effective I. Among individuals (entities) with the same value of the control variable(s), the variable of interest is uncorrelated with the omitted determinant of Y II. A control variable is effective if, when included in the regression, it makes the error term uncorrelated with the variable of interest. III. Holding constant the control variable(s), the variable of interest is “as if” randomly assigned. IV. Conditional mean independence: E(ui|Xi, Wi) = E(ui|Wi) Copyright © 2011 Pearson Addison-Wesley. All rights reserved. 7-38 Control variables & causality Control variables need not be causal & their coefficients need not have a causal interpretation. For example, LchPct TestScore = 700.2 – 1.00STR – 0.122PctEL – 0.547LchPct, (5.6) (0.27) (.033) (.024) R 2 0.773 • Does the coefficient on LchPct have a causal interpretation? If so, then should eliminating the school lunch program should boost test scores (given negative coefficient). • If anything, eliminating it would lower test scores! Clearly, any causal effect LchPct has is overwhelmed by being correlated with an OV (which is what we wish!) Copyright © 2011 Pearson Addison-Wesley. All rights reserved. 7-39 Conditional mean independence, ctd. Consider the regression model, Y = β0 + β1X + β2W + u where X is the variable of interest and W is an effective control variable so that E(ui|Xi, Wi) = E(ui|Wi). In addition, suppose that LSA #2, #3, and #4 hold. Then: 1. β1 has a causal interpretation. 2. β̂1 3. The coefficient on control variable, β̂2 , is generally biased. is unbiased Copyright © 2011 Pearson Addison-Wesley. All rights reserved. 7-40 The math of conditional mean independence 1. β1 has a causal interpretation. The expected change in Y resulting from a change in X, holding (a single) W constant, is: E(Y|X = x+∆x, W=w) – E(Y|X = x, W=w) = [β0 + β1(x+∆x) + β2w + E(u|X = x+∆x, W=w)] – [β0 + β1x + β2w + E(u|X = x, W=w)] = β1∆x + [E(u|X = x+∆x, W=w) – E(u|X = x, W=w)] = β1∆x where last line uses\ conditional mean independence: E(u|X = x+∆x, W=w) = E(u|W=w) = E(u|X = x, W=w). Copyright © 2011 Pearson Addison-Wesley. All rights reserved. 7-41 The math of conditional mean independence, ctd. Under conditional mean independence: 2. β̂1 is unbiased 3. β̂ 2 is in general biased The math: Consider the regression model, Y = β0 + β1X + β2W + u where u satisfies the conditional mean independence assumption. For convenience, suppose E(u|W) = γ0 + γ2W (that is, that E(u|W) is linear in W). Copyright © 2011 Pearson Addison-Wesley. All rights reserved. 7-42 Unbiased coeff. on var of interest E(u|X, W) = E(u|W) = γ0 + γ2W. (*) Let v := u – E(u|X, W) (**) so that E(v|X, W) = 0. Combining (*) and (**) yields, u = E(u|X, W) + v = γ0 + γ2W + v Now substitute (***) into the regression, Y = β0 + β1X + β2W + u Copyright © 2011 Pearson Addison-Wesley. All rights reserved. (***) (+) 7-43 So that Y = β0 + β1X + β2W + u = β0 + β1X + β2W + (γ0 + γ2W + v) (+) from (***) = (β0+ γ0) + β1X + (β2+γ2)W + v = δ0+ β1X + δ2W + v (++) • Because E(v|X, W) = 0, equation (++) satisfies OLS1 so the OLS estimators of δ0, β1, and δ2 in (++) are unbiased. • Because the regressors in (+) and (++) are the same, the OLS coefficients in regression (+) satisfy, E( β̂1 ) = β1 and E( β̂2 ) = δ2 = β2+ γ2 ≠ β2 in general. Copyright © 2011 Pearson Addison-Wesley. All rights reserved. 7-44 E( β̂ ) = β1 1 and E(β̂ 2 ) = δ2 = β2+ γ2 ≠ β2 In summary, if W is effective, then: • The OLS estimator of the effect of interest, β̂1 , is unbiased. • The OLS estimator of the coefficient on the control variable, β̂2, is biased. This bias owes to control variable being correlated with the error term through the OV. Copyright © 2011 Pearson Addison-Wesley. All rights reserved. 7-45 Implications for variable selection and “model specification” 1. Identify the variable of interest 2. Think of causal OVs that could bias estimated coefficients 3. Include any causal OVs & otherwise include Vs correlated with them if conditional mean independence plausibly holds. Arrive at “base” or “benchmark” model 4. Specify various alternative models with other variables 5. Estimate base & alternative models (“sensitivity checks”) Copyright © 2011 Pearson Addison-Wesley. All rights reserved. 7-46 Model specification, ctd. Questions to ask: – Does a candidate variable change the coefficient of interest (β1)? – Is a candidate variable statistically significant? – Use judgment, not a recipe such as maximizing R2 Copyright © 2011 Pearson Addison-Wesley. All rights reserved. 7-47 Digression about measures of fit… It is seductive trying to maximize the R2, but the goal remains an unbiased estimator of coefficient on variable of interest. • A high R2 means that the regressors explain Y’s variation • A high R2 does not mean you have eliminated omitted variable bias. • A high R2 does not mean you have an unbiased estimator of a causal effect (β1). • A high R2 does not mean the included variables are statistically significant. Copyright © 2011 Pearson Addison-Wesley. All rights reserved. 7-48 Analysis of the Test Score Data Set 1. Identify the variable of interest: --- STR --- 2. Think of causal OVs that could bias estimated coefficients …whether the students know English; outside learning opportunities; parental involvement; teacher quality (if teacher salary is correlated with district wealth)… 3. Include any causal OVs & otherwise include Vs correlated with them if conditional mean independence plausibly holds …many of the causal OVs are hard to measure, control Vs could be PctEL and measures of district wealth. Copyright © 2011 Pearson Addison-Wesley. All rights reserved. 7-49 4. Specify various alternative models with other variables . . . It isn’t clear which of the income-related variables will best control for the many omitted causal factors such as outside learning opportunities, so the alternative specifications include regressions with PctEL and LchPct and PctAssistance Test scores vs controls: 5. Estimate base & alternative models (“sensitivity checks”) Copyright © 2011 Pearson Addison-Wesley. All rights reserved. 7-50 Presenting regression results • A table is a clear way to report a number of regressions • A table of regression results should include: – estimated coefficients and significance levels (* if 5%, ** if 1%) – standard errors – measures of fit – number of observations – relevant F-statistics, if any – Any other pertinent information. Copyright © 2011 Pearson Addison-Wesley. All rights reserved. 7-51 Copyright © 2011 Pearson Addison-Wesley. All rights reserved. 7-52 Discussion of specifications • Including control variables cuts in half the estimated effect of class size on test scores, from -2.3 to about -1 in all specifications. (We had guessed that OVs caused overstatement bias) Estimate -1 significant at 5% level. So lowering STR by 1 is expected to boost scores by 1 point. • Control variables much better fit the test scores. The adjusted R-squared jumps from .05 with STR as sole regressor, to .77 with PctEl & LchPct as included controls • The control variables are not always statistically significant, such as PctPublicAssistance. Since including this is not significant and not changing esimated coefficient on STR, this control seems redundant. Copyright © 2011 Pearson Addison-Wesley. All rights reserved. 7-53 Summary: Multiple Regression • Multiple regression allows you to estimate the effect on Y of a change in X1, holding other included variables constant. • If you can measure a variable, you can avoid omitted variable bias from that variable by including it. • If you can’t measure the omitted variable, you still might be able to control for its effect by including a control variable. • There is no simple recipe for deciding which variables belong in a regression – you must exercise judgment. • One approach is to specify a base model – relying on a-priori reasoning – then explore the sensitivity of the key estimate(s) in alternative specifications. Copyright © 2011 Pearson Addison-Wesley. All rights reserved. 7-54