McNemar's test

In statistics, McNemar's test is a non-parametric method used on nominal data. It is applied to 2 × 2 contingency tables with a dichotomous trait, with matched pairs of subjects, to determine whether the row and column marginal frequencies are equal ("marginal homogeneity"). It is named after Quinn McNemar, who introduced it in 1947.^[1] An application of the test in genetics is the transmission disequilibrium test for detecting genetic linkage.^[2]

Definition

The test is applied to a 2 × 2 contingency table, which tabulates the outcomes of two tests on a sample of n subjects, as follows.

	Test 2 positive	Test 2 negative	Row total
Test 1 positive	a	b	a + b
Test 1 negative	c	d	c + d
Column total	a + c	b + d	n

The null hypothesis of marginal homogeneity states that the two marginal probabilities for each outcome are the same, i.e. p_a + p_b = p_a + p_c and p_c + p_d = p_b + p_d.

Thus the null hypothesis is^[1]

p_b = p_c.

Here p_a, etc., denote the theoretical probability of occurrences in cells with the corresponding label.

The McNemar test statistic with Yates's correction for continuity^[3] is given by:^{[citation needed]}

$\chi^2 = {(|b-c|-0.5)^2 \over b+c}.$

An alternative correction of 1 instead of 0.5 is attributed to Edwards ^[4] by Fleiss ^[5], resulting in a similar equation:

$\chi^2 = {(|b-c|-1)^2 \over b+c}.$

Under the null hypothesis, with a sufficiently large number of discordants (cells b and c), χ² has a chi-squared distribution with 1 degree of freedom. If either b or c is small (b + c < 25) then χ² is not well-approximated by the chi-squared distribution.^{[citation needed]} The binomial distribution can be used to obtain the exact distribution for an equivalent to the uncorrected form of McNemar's test statistic.^[6] In this formulation, b is compared to a binomial distribution with size parameter equal to b + c and "probability of success" = ½, which is essentially the same as the binomial sign test. For b + c < 25, the binomial calculation should be performed, and indeed, most software packages simply perform the binomial calculation in all cases, since the result then is an exact test in all cases. When comparing the resulting χ² statistic to the right tail of the chi-squared distribution, the p-value that is found is two-sided, whereas to achieve a two-sided p-value in the case of the exact binomial test, the p-value of the extreme tail should be multiplied by 2.

If the χ² result is significant, this provides sufficient evidence to reject the null hypothesis, in favour of the alternative hypothesis that p_b ≠ p_c, which would mean that the marginal proportions are significantly different from each other.

Example

In the following example, a researcher attempts to determine if a drug has an effect on a particular disease. Counts of individuals are given in the table, with the diagnosis (disease: present or absent) before treatment given in the rows, and the diagnosis after treatment in the columns. The test requires the same subjects to be included in the before-and-after measurements (matched pairs).

	After: present	After: absent	Row total
Before: present	101	121	222
Before: absent	59	33	92
Column total	160	154	314

In this example, the null hypothesis of "marginal homogeneity" would mean there was no effect of the treatment. From the above data, the McNemar test statistic with Yates's continuity correction is

$\chi^2 = {(|121 - 59| - 0.5)^2 \over {121 + 59}}$

has the value 21.01, which is extremely unlikely from the distribution implied by the null hypothesis. Thus the test provides strong evidence to reject the null hypothesis of no treatment effect.

Discussion

An interesting observation when interpreting McNemar's test is that the elements of the main diagonal do not contribute to the decision about whether (in the above example) pre- or post-treatment condition is more favourable.

An extension of McNemar's test exists in situations where independence does not necessarily hold between the pairs; instead, there are clusters of paired data where the pairs in a cluster may not be independent, but independence holds between different clusters.^{[citation needed]} An example is analyzing the effectiveness of a dental procedure; in this case, a pair corresponds to the treatment of an individual tooth in patients who might have multiple teeth treated; the effectiveness of treatment of two teeth in the same patient is not likely to be independent, but the treatment of two teeth in different patients is more likely to be independent.^[7]

Information in the pairings

John Rice wrote:^[8]

85 Hodgkin's patients [...] had a sibling of the same sex who was free of the disease and whose age was within 5 years of the patient's. These investigators presented the following table:

$\begin{array}{c|c|c} \hline & \text{Tonsillectomy} & \text{No tonsillectomy} \\ \hline\text{Hodgkins} & 41 & 44 \\ \hline\text{Control} & 33 & 52 \end{array}$

They calculated a chi-squared statistic of 1.53, which is not significant.[...] [they] had made an error in their analysis by ignoring the pairings.[...] [their] samples were not independent, because the siblings were paired [...] we set up a table that exhibits the pairings:

$\begin{array}{cc} & \text{Sibling} \\ \text{Patient} & \begin{array}{c|c|c} \hline & \text{No tonsillectomy} & \text{Tonsillectomy} \\ \hline\text{No tonsillectomy} & 37 & 7 \\ \hline\text{Tonsillectomy} & 15 & 26 \end{array} \end{array}$

It is to the second table that McNemar's test can be applied. Notice that the sum of the numbers in the second table is 85—the number of pairs of siblings—whereas the sum of the numbers in the first table is twice as big, 170—the number of individuals. The second table gives more information than the first. The numbers in the first table can be found by using the numbers in the second table, but not vice versa. The numbers in the first table give only the marginal totals of the numbers in the second table.

Related tests

• The Cochran's Q test is a generalization that allows for more than two row and/or column categories.
• The Liddell's exact test is an exact alternative to McNemar's test.^[9][10]
• The Stuart–Maxwell test is different generalization of the McNemar test, used for testing marginal homogeneity in a square table with more than two rows/columns.^[11]
• The Bhapkar's test (1966) is a more powerful alternative to the Stuart–Maxwell test.^[12]

See also

• Pearson's chi-squared test

References

1. ^ ^{a b} McNemar, Quinn (June 18, 1947). "Note on the sampling error of the difference between correlated proportions or percentages". Psychometrika 12 (2): 153–157. doi:10.1007/BF02295996. PMID 20254758. 
2. ^ Spielman RS; McGinnis RE; Ewens WJ (Mar 1993). "Transmission test for linkage disequilibrium: the insulin gene region and insulin-dependent diabetes mellitus (IDDM)". Am J Hum Genet. 52 (3): 506–16. PMC 1682161. PMID 8447318. http://www.pubmedcentral.nih.gov/articlerender.fcgi?tool=pmcentrez&artid=1682161. 
3. ^ Yates, F (1934). Contingency table involving small numbers and the χ² test. Supplement to the Journal of the Royal Statistical Society 1(2), 217–235.JSTOR Archive for the journal
4. ^ Edwards, A (1948). "Note on the "correction for continuity" in testing the significance of the difference between correlated proportions". Psychometrika 13: 185–187. 
5. ^ Fleiss, J. L. (1981). Statistical methods for rates and proportions (2nd ed.). New York: John Wiley. p. 114. ISBN 0-471-06428-9. 
6. ^ Sheskin (2004)
7. ^ Durkalski, V.L.; Palesch, Y.Y.; Lipsitz, S.R.; Rust, P.F. (2003). "Analysis of clustered matched-pair data". Statistics in medicine 22 (15): 2417–28. doi:10.1002/sim.1438. PMID 12872299. http://www3.interscience.wiley.com/journal/104545274/abstract. Retrieved April 1, 2009. 
8. ^ Rice, John (1995). Mathematical Statistics and Data Analysis (Second ed.). Belmont, California: Duxbury Press. pp. 492–494. ISBN 0-534-20934-3. 
9. ^ Liddell, D. (1976). "Practical Tests of 2 × 2 Contingency Tables". Journal of the Royal Statistical Society 25 (4): 295–304. JSTOR 2988087. 
10. ^ http://rimarcik.com/en/navigator/z-nominal.html
11. ^ Sun, Xuezheng; Yang, Zhao (2008). "Generalized McNemar's Test for Homogeneity of the Marginal Distributions". SAS Global Forum. http://www2.sas.com/proceedings/forum2008/382-2008.pdf. 
12. ^ http://www.john-uebersax.com/stat/mcnemar.htm#bhapkar

External links

• Vassar College's McNemar 2×2 Grid
• McNemar Tests of Marginal Homogeneity