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Bland-Altman method comparison tutorial

Learn how to assess the agreement between two methods of measurement.

In a 1986 issue of The Lancet, Bland & Altman published a paper that changed how method comparison studies are performed. In 1999, they published a follow-up paper that extended their earlier work to many different scenarios.

If you prefer you can watch a video of this tutorial.

In this tutorial you will perform the following tasks:

Plotting the relationship between methods

When assessing the agreement between two methods, it is useful to the plot the difference between methods against the mean of the methods (a difference plot).

A difference plot is, effectively, a scatter plot rotated 45 degrees clockwise. However, a difference plot is more informative than a scatter plot since the data points are not tightly clustered around the diagonal. A difference plot also clearly shows any relationship between the differences and the magnitude of measurement.

To illustrate this concept, we will use an example from Bland & Altman’s 1986 paper. This example compares two methods of measuring peak expiratory flow rate (PEFR). On each of 17 subjects, two measurements were taken with a Wright meter, and two with a mini Wright meter.

  1. Open the file tutorials\PEFR.xlsx.
  2. Click a cell in the dataset.
  3. On the Analyse-it ribbon tab, in the Statistical Analyses group, click Agreement / Method Comparison, and then click Difference plot.
    The analysis task pane opens.
  4. In the X variable drop-down list, select Wright meter.
  5. In the Y variable drop-down list, select Mini Wright meter.
  6. Select the 1st replicate option.

    Per Bland & Altman‘s paper, only the first measurement (replicate) by each method is used to illustrate the difference plot and limits of agreement. Both measurements (replicates) are used in the study of repeatability.

  7. Click Calculate.
    The results are calculated and the analysis report opens.

The points on the difference plot roughly form a constant width horizontal band across the measuring interval, and there is no obvious relationship between the difference and the mean or the variability of the measurements and the mean.

difference plot

Estimating the average bias and the limits of agreement

If the differences are not related to magnitude, the mean of the differences provides an estimate of the average bias between the methods. The limits of agreement estimate the interval that a given proportion of differences between measurements is likely to lie within. The limits can be used to determine if the methods can be used interchangeably, or if a new method can replace an old method without changing the interpretation of the results.

  1. On the Analyse-it ribbon tab, in the Method Comparison group, click Estimate Agreement Limits.
    The Fit Differences task is added to the analysis task pane. Provided the differences are normally distributed, the default settings are suitable for analyzing methods with constant bias and variability.
  2. Click Recalculate.
    The results are recalculated and the analysis report updates.

The mean difference estimate is 2.1, which indicates that the Mini Wright meter reads on average 2.1 l/min higher than the Wright meter. A hypothesis test could be performed to determine if this is significantly different from zero. If it is, adjusting readings from the Mini Wright meter by subtracting 2.1 will make them agree more closely with the Wright meter.

limits of agreement

The limits of agreement estimate an interval of -73.9 to 78.1, which indicates that the Mini Wright meter may measure as much as 73.9 l/min below and 78.1 l/min above the large meter. This would be unacceptable for clinical purposes.

The confidence intervals for the mean difference and limits of agreement indicate the uncertainty in the estimates. The wide intervals are due to the small sample size and large variation of the differences. Even the most optimistic interpretation would conclude that the agreement is unacceptable.

Understanding the importance of repeatability

Repeatability — or variation in repeated measurements on the same subject under identical conditions over a short period of time — is important because it directly affects the agreement between methods. To assess repeatability, two or more measurements by each method on each subject must be made.

If one method has poor repeatability, the agreement between the two methods will also be poor. If both methods have poor repeatability, the agreement will be even worse. When comparing agreement with an old method with poor repeatability, even a perfect new method will not agree with it.

  1. On the Analyse-it ribbon tab, in the Method Comparison group, click Precision.
  2. Click Recalculate.
    The results are recalculated and the analysis report updates.

The repeatability plots show the standard deviation (SD) of the measurements for each subject and method. Larger values indicate poor agreement between replicate measurements. Based on the plots, the repeatability of both methods is similar and the SD is not related to the magnitude of the measurement.

repeatability plot

The coefficient of repeatability is 42.4 for the Wright meter and 55.2 for the Mini Wright meter. Therefore, 95% of differences between repeated measurements made with the Wright meter are expected to be within 42.4 l/min and similarly 55.2 l/min for the Mini Wright meter.

Using repeated measurements

When repeated measurements (replicates) are made for each subject, it is inefficient to estimate average bias and limits of agreement using only the first measurement, rather than all measurements.

If replicates are available, it is sensible to use the mean of the replicates to estimate average bias. However, when estimating the limits of agreement, the reduction in the standard deviation due to averaging of the measurements must be considered and adjusted for if necessary.

  1. On the analysis task pane, select the Mean of replicates option.
  2. On the Fit Differences task pane, in the Difference between drop-down list, select single measurements.
    The limits of agreement will be estimated for the difference between single measurements by each method. This is standard practice when reporting patient results for PEFR. The mean measurements option uses the mean of the replicates to compute the limits of agreement. However, this will lead to narrower limits of agreement (due to the reduction in standard deviation mentioned above) and should only be used when it is standard practice to use the mean of multiple measurements as the patient result.
  3. Click Recalculate.
    The results are recalculated and the analysis report updates.

The mean difference estimate is 6.0, which indicates that the Mini Wright meter reads on average 6.0 l/min higher than the Wright meter. The confidence interval is narrower because the measurement error was reduced by using the mean of the replicates.

limits of agreement with bias

The limits of agreement estimate an interval of -67.8 to 79.8, which indicates that the Mini Wright meter may measure as much as 67.8 l/min below and 79.8 l/min above the large meter. This would be unacceptable for clinical purposes. Again, the confidence intervals are narrower due to the use of more measurements.

Dealing with a relationship between difference and magnitude of measurement

The difference plot may sometimes suggest a relationship between the differences and magnitude of measurement. Often, the band of points on the difference plot will start narrow and then widen to the right of the plot as magnitude increases. This indicates that the variability of the differences increases with magnitude of measurement. Sometimes, the band of points may not be horizontal, which indicates a relationship between average difference and the magnitude.

To illustrate these concepts, we will use an example from Bland & Altman’s 1999 paper. This example measures plasma volume expressed as a percentage of normal using two alternative sets of normal values from Nadler and Hurley.

  1. Open the file tutorials\Plasma.xlsx.
  2. Click a cell in the dataset.
  3. On the Analyse-it ribbon tab, in the Statistical Analyses group, click Method Comparison, and then click Bland-Altman.
    The analysis task pane opens.
  4. In the Model drop-down list, click Matched Pairs to indicate the layout of the data.
  5. In the Y variable drop-down list, select Plasma volume.
  6. In the Item variable drop-down list, select Subject.
  7. In the Method variable drop-down list, select Method.
  8. Click Calculate.
    The results are calculated and the analysis report opens.

The difference plot shows an obvious systematic difference between the methods as all the differences are above the line of equality (zero). There is also a clear relationship between the difference and the mean, with the difference increasing as plasma volume rises. The limits of agreement appear rather wide at low values and too narrow at higher values.

difference plot nonconstant

Transforming the measurements to remove a relationship between differences and magnitude

When the differences are related to magnitude, it is best to try to eliminate the relationship using a transformation. Because it has a clear interpretation, logarithmic transformation is often used to remove the effect of differences increasing with magnitude. (The difference between the logarithms of two values is equivalent to the ratio of the two values.)

Other transformations, such as square root or reciprocal, cannot be clearly interpreted and are best avoided. However, rather than use a logarithmic transformation, it is usually easier to use the ratio of the measurements or the difference expressed as a percentage of the mean.

  1. On the Fit Differences task pane, in the D drop-down list, select Ratio.
  2. Click Recalculate.
    The results are recalculated and the analysis report updates.

The difference plot shows the ratio of the measurements with the points now forming a constant-width band across the measuring interval.

difference plot ratioloa

The mean ratio estimate is 1.10, which indicates that the Nadler method measures an average of 10% higher than the Hurley method. The limits of agreement indicate that the Nadler method may measure between ~6% to ~15% above the Hurley method for 95% of measurements.

limits of agreement ratio

Estimating regression based limits of agreement when transformation is not enough

Sometimes, a transformation does not solve the problem of a relationship between the differences and magnitude. For example, this could occur when differences are negative for low values and positive for high values.

To illustrate these concepts, we will use another example from Bland & Altman’s 1999 paper. In this example, the fat content of human milk was measured by enzymic procedures for the determination of triglycerides and using the standard Gerber method.

  1. Open the file tutorials\Fat.xlsx.
    The analysis report on the Fat worksheet shows that the differences are related to the magnitude, although the variability looks fairly constant throughout the measuring interval.
  2. On the Analyse-it ribbon tab, in the Report group, click Edit.
    The analysis task pane opens.
  3. On the Analyse-it ribbon tab, in the Method Comparison group, click Estimate Agreement Limits.
    The Fit Differences task is added to the analysis task pane.
  4. In the Mean function drop-down list, select Linear.
  5. Click Recalculate.
    The results are recalculated and the analysis report updates.

The difference plot shows the average bias estimated using a linear regression. The limits of agreement are estimated using the residual standard deviation from the regression.

difference plot regression loa

The p-value of the slope term is significant (p < 0.05) and confirms that the average difference is related to the magnitude.

loa regression fit

If we suspect that the variability of the differences is also related to the mean, we could model the SD using the residuals from the fit.

Estimating nonparametric limits of agreement in non-normally distributed data

An assumption of the Bland-Altman limits of agreement is that the differences (or residuals, when fitting a regression) are normally distributed. In many cases, there will not be a big impact on the limits of agreement when the distribution of the differences is not normal. However, there may be cases where it is preferable to estimate the limits using a nonparametric method.

A histogram of the differences is useful for assessing the assumption of normality. If the distribution is skewed or has very long tails, the assumption of normality may not be valid.

To illustrate these concepts, we will use another example from Bland & Altman’s 1999 paper. This example shows the differences in systolic blood pressure measurements by a device and those by sphygmomanometer.

  1. Open the file tutorials\SBP.xlsx.
    The analysis report on the SBP worksheet shows that the differences are fairly constant but contain a few large discrepancies.
  2. On the Analyse-it ribbon tab, in the Report group, click Edit.
    The analysis task pane opens.
  3. On the Fit Differences task pane, in the LoA estimator drop-down list, select Percentiles.
  4. Click Recalculate.
    The results are recalculated and the analysis report updates.

The difference plot shows the limits of agreement estimated using the 2.5th and 97.5th percentiles and the average bias estimated as the median of the differences.

difference plot nonparametricloadifference plot 2

The limits of agreement estimated by the nonparametric method are wider than the limits estimated using the parametric method. Roughly 2.5% of the observations are above, with a similar percentage below the limits of agreement. In contrast, the narrower parametric-based limits of agreement show all observations outside the lower limits of agreement and none above the upper limit.

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