Introduction

This vignette provides an introduction to the coevolve package. It briefly describes the class of generalized dynamic phylogenetic models (GDPMs) that the package is designed to fit. It then runs through a working example to showcase different features of the package.

The generalized dynamic phylogenetic model

In the coevolve package, the main function is coev_fit(), which fits a generalized dynamic phylogenetic model to traits given the phylogenetic relationships among taxa. The model allows the user to determine whether evolutionary change in one trait precedes evolutionary change in another trait.

A full description of the model can be found in this paper. Briefly, the model represents observed variables as latent variables that are allowed to coevolve along an evolutionary time series. Coevolution unfolds according to a stochastic differential equation similar to an Ornstein-Uhlenbeck process, which contains both “selection” (tendency towards an optimum value) and “drift” (exogenous Gaussian noise) components. Change in the latent variables depend upon all other latent variables in the model and themselves, allowing users to assess the directional influence of one variable on future change in another variable.

Similar dynamic coevolutionary models are offered in programs like BayesTraits (see here). However, these models are limited to a small number of discrete traits. The coevolve package goes beyond these models by allowing the user to estimate coevolutionary effects between any number of variables and a much wider range of response distributions, including continuous, binary, ordinal, and count distributions.

A working example

To show the model in action, we will use data on political and religious authority among 97 Austronesian societies. Political and religious authority are both four-level ordinal variables representing whether each type of authority is absent (not present above the household level), sublocal (incorporating a group larger than the household but smaller than the local community), local (incorporating the local community) and supralocal (incorporating more than one local community). These data were compiled by Sheehan et al. (2023).

library(coevolve)
head(authority$data)
        language political_authority religious_authority
1          Aiwoo            Sublocal            Sublocal
2          Alune          Supralocal          Supralocal
3 AnejomAneityum          Supralocal          Supralocal
4          Anuta               Local               Local
5          Atoni          Supralocal          Supralocal
6          Baree               Local               Local

Each society is on a separate row and is linked to a different Austronesian language. These languages can be represented on a linguistic phylogeny (see authority$phylogeny). We are interested in using this phylogeny to understand how political and religious authority have coevolved over the course of Austronesian cultural evolution.

To fit the generalized dynamic phylogenetic model, we use the coev_fit() function. Internally, this function builds the Stan code, builds a data list, and then compiles and fits the model using the cmdstanr package. Users can run these steps one-by-one using the coev_make_stancode() and coev_make_standata() functions, but for brevity we just use the coev_fit() function.

fit <-
  coev_fit(
    data = authority$data,
    variables = list(
      political_authority = "ordered_logistic",
      religious_authority = "ordered_logistic"
    ),
    id = "language",
    tree = authority$phylogeny,
    # set manual prior
    prior = list(A_offdiag = "normal(0, 2)"),
    # additional arguments for cmdstanr
    parallel_chains = 4,
    iter_sampling = 2000,
    iter_warmup = 2000,
    refresh = 0,
    seed = 1
  )
Running MCMC with 4 parallel chains...

Chain 3 finished in 552.2 seconds.
Chain 4 finished in 639.2 seconds.
Chain 1 finished in 696.3 seconds.
Chain 2 finished in 726.0 seconds.

All 4 chains finished successfully.
Mean chain execution time: 653.4 seconds.
Total execution time: 726.1 seconds.

The function takes several arguments, including a dataset, a named list of variables that we would like to coevolve in the model (along with their associated response distributions), the column in the dataset that links to the phylogeny tip labels, and a phylogeny of class phylo. The function sets priors for the parameters by default, but it is possible for the user to manually set these priors. The user can also pass additional arguments to cmdstanr’s sample() method which runs under the hood.

Once the model has fitted, we can print a summary of the parameters.

summary(fit)
Variables: political_authority = ordered_logistic 
           religious_authority = ordered_logistic 
     Data: authority$data (Number of observations: 97)
Phylogeny: authority$phylogeny (Number of trees: 1)
    Draws: 4 chains, each with iter = 2000; warmup = 2000; thin = 1
           total post-warmup draws = 8000

Autoregressive selection effects:
                    Estimate Est.Error  2.5% 97.5% Rhat Bulk_ESS Tail_ESS
political_authority    -0.65      0.52 -1.95 -0.03 1.00     4343     4203
religious_authority    -0.79      0.59 -2.15 -0.03 1.00     5225     3876

Cross selection effects:
                                          Estimate Est.Error  2.5% 97.5% Rhat Bulk_ESS
political_authority ⟶ religious_authority     2.33      0.98  0.44  4.29 1.00     3328
religious_authority ⟶ political_authority     1.74      1.09 -0.32  3.91 1.00     2109
                                          Tail_ESS
political_authority ⟶ religious_authority     3594
religious_authority ⟶ political_authority     4686

Drift parameters:
                                             Estimate Est.Error  2.5% 97.5% Rhat Bulk_ESS
sd(political_authority)                          1.98      0.84  0.21  3.54 1.00     1272
sd(religious_authority)                          1.25      0.79  0.06  2.92 1.00     1640
cor(political_authority,religious_authority)     0.25      0.31 -0.42  0.77 1.00     4837
                                             Tail_ESS
sd(political_authority)                          1261
sd(religious_authority)                          3283
cor(political_authority,religious_authority)     5973

Continuous time intercept parameters:
                    Estimate Est.Error  2.5% 97.5% Rhat Bulk_ESS Tail_ESS
political_authority     0.21      0.94 -1.64  2.01 1.00     8830     5761
religious_authority     0.29      0.93 -1.54  2.11 1.00    10528     5870

Ordinal cutpoint parameters:
                       Estimate Est.Error  2.5% 97.5% Rhat Bulk_ESS Tail_ESS
political_authority[1]    -1.32      0.88 -3.04  0.45 1.00     5327     4841
political_authority[2]    -0.56      0.85 -2.23  1.14 1.00     6127     5424
political_authority[3]     1.63      0.88 -0.03  3.44 1.00     7270     5857
religious_authority[1]    -1.50      0.92 -3.26  0.33 1.00     6697     5991
religious_authority[2]    -0.82      0.90 -2.53  1.00 1.00     6992     6041
religious_authority[3]     1.63      0.93 -0.11  3.51 1.00     7742     6728
Warning: There were 14 divergent transitions after warmup.
http://mc-stan.org/misc/warnings.html#divergent-transitions-after-warmup

We can see a printed summary of the model parameters, including the autoregressive effects (i.e., the effects of variables on themselves in the future), the cross effects (i.e., the effects of variables on the other variables in the future), the amount of drift, correlated drift, the continuous time intercepts for the stochastic differential equation, and the ordinal cutpoints for both variables.

While the summary output is useful, it is difficult to interpret the parameters directly to make inferences about coevolutionary patterns. An alternative approach is to directly “intervene” in the system. By doing this, we can better understand how increases or decreases in a variable change the equilibrium trait values of other variables in the system. For example, we can hold one variable at its average value and then increase it by a standardised amount to see how the equilibrium value for the other trait changes.

The function coev_calculate_delta_theta() allows the user to calculate \(\Delta\theta_{z}\), which is defined as the change in the equilibrium trait value for one variable which results from a median absolute deviation increase in another variable. This function returns a posterior distribution. We can easily visualise the posterior distributions for all cross effects at once using the function coev_plot_delta_theta().

coev_plot_delta_theta(fit, prob_outer = 0.90)

This plot shows the posterior distribution, the posterior median, and the 66% and 90% credible intervals for \(\Delta\theta_{z}\). We can conclude that political and religious authority both influence each other in their evolution. A one median absolute deviation increase in political authority results in an increase in the equilibrium trait value for religious authority, and vice versa. In other words, these two variables coevolve reciprocally over time.

There are several ways to visualise this runaway coevolutionary process: (1) a flow field of evolutionary change, (2) a selection gradient plot, and (3) a time series simulation of evolutionary dynamics. In order to make these various plots more understandable, it is useful to first plot where the different taxa are situated in latent trait space. We can do this using the coev_plot_trait_values() function, which produces a pairs plot of estimated trait values for all the variables in the model (along with associated posterior uncertainty on the diagonal).

coev_plot_trait_values(fit, xlim = c(-5, 7), ylim = c(-5, 7))

Now that we have a good sense of the trait space, we can plot a flow field of evolutionary change. The coev_plot_flowfield() function plots the strength and direction of evolutionary change at different locations in trait space.

coev_plot_flowfield(
  object = fit,
  var1 = "political_authority",
  var2 = "religious_authority",
  limits = c(-5, 5)
  )

The arrows in this plot tend to point towards the upper right-hand corner, suggesting that political and religious authority evolve towards higher levels in a runaway coevolutionary process.

We can also visualise the coevolutionary dynamics with a selection gradient plot. The function coev_plot_selection_gradient() produces a heatmap which shows how selection acts on both variables at different locations in trait space, with green indicating positive selection and red indicating negative selection.

coev_plot_selection_gradient(
  object = fit,
  var1 = "political_authority",
  var2 = "religious_authority",
  limits = c(-5, 5)
)

We can see from this plot that as each variable increases, the selection on the other variable increases.

Finally, we can “replay the past” by simulating these coevolutionary dynamics over a time series. By default, the coev_plot_pred_series() function uses the model-implied ancestral states at the root of the phylogeny as starting points, and allows the variables to coevolve over time. Shaded areas represent 95% credible intervals for the predictions.

It is also possible to initialise the variables at different starting points, to see the implied coevolutionary dynamics. For example, we can imagine a case where the ancestral society had high levels of political authority but low levels of religious authority.

coev_plot_pred_series(
  object = fit,
  eta_anc = list(
    political_authority = 5,
    religious_authority = -5
  )
)

Available response distributions

In the above example, both variables were ordinal. As such, we declared both of them to follow the “ordered_logistic” response distribution. But the coevolve package supports several more response distributions.

Response distribution Data type Link function
bernoulli_logit Binary Logit
ordered_logistic Ordinal Logit
poisson_softplus Count Softplus
negative_binomial_softplus Count Softplus
normal Continuous real -
gamma_log Positive real Log

Different variables need not follow the same response distribution. This can be useful when users would like to assess the coevolution between variables of different types.

Conclusion

We hope that this package is a useful addition to the phylogenetic comparative methods toolkit. If you have any questions about the package, please feel free to email Scott Claessens () or Erik Ringen () or raise an issue over on GitHub: https://github.com/ScottClaessens/coevolve/issues

References

Sheehan, O., Watts, J., Gray, R. D., Bulbulia, J., Claessens, S., Ringen, E. J., & Atkinson, Q. D. (2023). Coevolution of religious and political authority in Austronesian societies. Nature Human Behaviour, 7(1), 38-45.