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Quantitative genetics
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==== Gene-model approach β Mather Jinks Hayman==== [[File:Model Var 2.jpg|thumb|300px|right|Components of genotypic variance using the gene-model effects.]] It is convenient to follow the biometrical approach, which is based on correcting the ''unadjusted sum of squares (USS)'' by subtracting the ''correction factor (CF)''. Because all effects have been examined through frequencies, the USS can be obtained as the sum of the products of each genotype's frequency' and the square of its ''gene-effect''. The CF in this case is the mean squared. The result is the SS, which, again because of the use of frequencies, is also immediately the ''variance''.<ref name="S & T"/> The <math display="inline">\mathsf{USS} = p^2a^2 + 2pqd^2 + q^2(-a)^2</math>, and the <math display="inline">\mathsf{CF} = \mathsf{G}^2</math>. The <math display="inline">\mathsf{SS} = \mathsf{USS} - \mathsf{CF}</math> After partial simplification, <math display="block"> \begin{align} \sigma^2_G & = 2pq a^2 + (q-p) 4pq ad + 2pq d^2 + (2pq)^2 d^2 \\ & = \sigma^2_a + (\text{weighted-covariance})_{ad} + \sigma^2_d + \sigma^2_D \\ & = \tfrac{1}{2}\mathsf{D} + \tfrac{1}{2}\mathsf{F}^\prime + \tfrac{1}{2}\mathsf{H}_1 + \tfrac{1}{4}\mathsf{H}_2 \end{align}</math> The last line is in Mather's terminology.<ref name="M&J 1971"/>{{rp|212}}<ref>In Mather's terminology, the fraction in front of the letter is ''a part of the label'' for the component.</ref><ref>In each line of these equations, the components are presented in the same order. Therefore, vertical comparison by component gives the definition of each in various forms. The Mather components have been translated thereby into Fisherian symbols: thus facilitating their comparison. The translation has been derived formally as well. See Gordon 2003.</ref> Here, '''Ο<sup>2</sup><sub>a</sub>''' is the ''homozygote'' or '''allelic''' variance, and '''Ο<sup>2</sup><sub>d</sub>''' is the ''heterozygote'' or '''dominance''' variance. The ''substitution deviations'' variance ('''Ο<sup>2</sup><sub>D</sub>''') is also present. The ''(weighted_covariance)<sub>ad</sub>''<ref name = "cov">Covariance is the co-variability between two sets of data. Similarly to the variance, it is based on a ''sum of cross-products (SCP)'' instead of a SS. From this, it is clear therefore that the variance is but a special form of the covariance.</ref> is abbreviated hereafter to " '''cov<sub>ad</sub>''' ". These components are plotted across all values of '''p''' in the accompanying figure. Notice that ''cov<sub>ad</sub>'' is '''negative''' for ''p > 0.5''. Most of these components are affected by the change of central focus from ''homozygote mid-point'' ('''mp''') to ''population mean'' ('''G'''), the latter being the basis of the ''Correction Factor''. The ''cov<sub>ad</sub>'' and ''substitution deviation'' variances are simply artifacts of this shift. The ''allelic'' and ''dominance'' variances are genuine genetical partitions of the original gene-model, and are the only eu-genetical components. Even then, the algebraic formula for the ''allelic'' variance is effected by the presence of ''G'': it is only the ''dominance'' variance (i.e. Ο<sup>2</sup><sub>d</sub> ) which is unaffected by the shift from ''mp'' to ''G''.<ref name="Gordon 2003"/> These insights are commonly not appreciated. Further gathering of terms [in Mather format] leads to <math display="inline">\tfrac{1}{2}\mathsf{D} + \tfrac{1}{2}\mathsf{F}^\prime + \tfrac{1}{2}\mathsf{H}_3 + \tfrac{1}{4}\mathsf{H}_2</math>, where <math display="inline">\tfrac{1}{2}\mathsf{H}_3 = (q-p)^2 \tfrac{1}{2}\mathsf{H}_1 = (q-p)^2 2pq d^2</math>. It is useful later in Diallel analysis, which is an experimental design for estimating these genetical statistics.<ref name="Hayman 1960">{{cite journal|last1=Hayman|first1=B. I.|title=The theory and analysis of the diallel cross. III.|journal=Genetics|date=1960|volume=45|issue=2|pages=155β172|doi=10.1093/genetics/45.2.155|pmid=17247915|pmc=1210041}}</ref> If, following the last-given rearrangements, the first three terms are amalgamated together, rearranged further and simplified, the result is the variance of the Fisherian ''substitution expectation''. That is: <math>\sigma^2_A = \sigma^2_a + \mathsf{cov}_{ad} + \sigma^2_d</math> Notice particularly that '''Ο<sup>2</sup><sub>A</sub>''' is not '''Ο<sup>2</sup><sub>a</sub>'''. The first is the ''substitution expectations'' variance, while the second is the ''allelic'' variance.<ref>It has been observed that when '''p''' = '''q''', or when '''d''' = '''0''', '''Ξ²''' [= a+(q-p)d] "reduces" to '''a'''. In such circumstances, '''Ο<sup>2</sup><sub>A</sub>''' = '''Ο<sup>2</sup><sub>a</sub>'''βbut only '''''numerically'''''. They still have not ''become'' the one and the same identity. This would be a similar ''non sequitur'' to that noted earlier for the "substitution deviations" being regarded as the "dominance" for the gene-model.</ref> Notice also that '''Ο<sup>2</sup><sub>D</sub>''' (the ''substitution-deviations'' variance) is ''not'' '''Ο<sup>2</sup><sub>d</sub>''' (the ''dominance'' variance), and recall that it is an artifact arising from the use of ''G'' for the Correction Factor. [See the "blue paragraph" above.] It now will be referred to as the "quasi-dominance" variance. Also note that '''Ο<sup>2</sup><sub>D</sub>''' < '''Ο<sup>2</sup><sub>d</sub>''' ("2pq" being always a fraction); and note that (1) '''Ο<sup>2</sup><sub>D</sub>''' = '''2pq Ο<sup>2</sup><sub>d</sub>''', and that (2) '''Ο<sup>2</sup><sub>d</sub>''' = '''Ο<sup>2</sup><sub>D</sub> / (2pq)'''. That is: it is confirmed that Ο<sup>2</sup><sub>D</sub> does not quantify the dominance variance in the model. It is Ο<sup>2</sup><sub>d</sub> which does that. However, the dominance variance (Ο<sup>2</sup><sub>d</sub>) can be estimated readily from the Ο<sup>2</sup><sub>D</sub> if ''2pq'' is available. From the Figure, these results can be visualized as accumulating '''Ο<sup>2</sup><sub>a</sub>''', '''Ο<sup>2</sup><sub>d</sub>''' and '''cov<sub>ad</sub>''' to obtain '''Ο<sup>2</sup><sub>A</sub>''', while leaving the '''Ο<sup>2</sup><sub>D</sub>''' still separated. It is clear also in the Figure that '''Ο<sup>2</sup><sub>D</sub>''' < '''Ο<sup>2</sup><sub>d</sub>''', as expected from the equations. The overall result (in Fisher's format) is <math display="block"> \begin{align} \sigma^2_G & = 2pq \left[ a+(q-p)d \right]^2 + \left( 2pq \right)^2 d^2 \\ & = \sigma^2_A + \sigma^2_D \\ & = \left[ \left( \sigma^2_a + \mathsf{cov}_{ad} + \sigma^2_d \right) \right] + \left[ 2pq \ \sigma^2_d \right] \end{align} </math> The Fisherian components have just been derived, but their derivation via the ''substitution effects'' themselves is given also, in the next section.
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