Department of Epidemiology, GROW - School for Oncology and Developmental Biology, Maastricht University, Maastricht, the Netherlands.
J Clin Epidemiol. 2020 May;121:91-100. doi: 10.1016/j.jclinepi.2020.01.021. Epub 2020 Feb 14.
In research addressing causal questions about relations between exposures and outcomes, confounding is an issue when effects of interrelated exposures on an outcome are confused. For making valid inferences about cause-and-effect relationships, the biasing influence of confounding must be controlled by design or eliminated during data analysis. Consequently, researchers require a sound understanding of the concept of confounding to adequately deal with this type of bias when setting up and conducting (clinical) epidemiological research. For explaining confounding on a conceptual level, the counterfactual framework for causal inference is invaluable but can be very complicated. In this article, therefore, a nontechnical explanation of the counterfactual definition of confounding is presented. When considering confounding in a counterfactual way, the principle of exchangeability plays a pivotal role. Causal effects of an exposure on an outcome can be evaluated only when different exposure groups have comparable background risks of the outcome. Then, exposure groups are exchangeable and thus unconfounded. By providing a simplified explanation of the counterfactual principles of exchangeability, and consequences of nonexchangeability, this article aims to increase understanding of confounding on a conceptual level as well as the rationale underlying design and analytic strategies for dealing with confounding in (clinical) epidemiological research.
在针对暴露与结局之间关系的因果问题进行研究时,如果相关暴露对结局的影响发生混淆,就会出现混杂问题。为了对因果关系做出有效推断,必须通过设计控制或在数据分析过程中消除混杂的偏倚影响。因此,研究人员需要充分理解混杂的概念,以便在进行(临床)流行病学研究的设计和实施过程中充分应对这种偏倚。为了从概念层面解释混杂,因果推断的反事实框架非常有价值,但也可能非常复杂。因此,本文对混杂的反事实定义进行了非技术性解释。在反事实的思维方式下考虑混杂时,可交换性原则起着关键作用。只有当不同的暴露组具有可比的结局发生风险时,才能评估暴露对结局的因果效应。此时,暴露组是可交换的,因此是无混杂的。通过简化反事实的可交换性原则及其不可交换性的后果的解释,本文旨在提高对混杂的概念层面的理解,以及针对(临床)流行病学研究中的混杂问题设计和分析策略的基本原理的理解。