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Regularized DeepIV with Model Selection

Zihao Li, Hui Lan, Vasilis Syrgkanis, Mengdi Wang, Masatoshi Uehara

arXiv 7 Mar 2024 · Machine Learning

arXiv:2403.04236 · PDF · DOI · OpenAlex · Extracted main text

Abstract

In this paper, we study nonparametric estimation of instrumental variable (IV) regressions. While recent advancements in machine learning have introduced flexible methods for IV estimation, they often encounter one or more of the following limitations: (1) restricting the IV regression to be uniquely identified; (2) requiring minimax computation oracle, which is highly unstable in practice; (3) absence of model selection procedure. In this paper, we present the first method and analysis that can avoid all three limitations, while still enabling general function approximation. Specifically, we propose a minimax-oracle-free method called Regularized DeepIV (RDIV) regression that can converge to the least-norm IV solution. Our method consists of two stages: first, we learn the conditional distribution of covariates, and by utilizing the learned distribution, we learn the estimator by minimizing a Tikhonov-regularized loss function. We further show that our method allows model selection procedures that can achieve the oracle rates in the misspecified regime. When extended to an iterative estimator, our method matches the current state-of-the-art convergence rate. Our method is a Tikhonov regularized variant of the popular DeepIV method with a non-parametric MLE first-stage estimator, and our results provide the first rigorous guarantees for this empirically used method, showcasing the importance of regularization which was absent from the original work.

Citation extraction

87
references
190
in-text mentions
87
distinct cited
11
self-citations
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main-text words

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Most heavily cited references

The works this paper leans on most, across its whole bibliography — not restricted to papers in our corpus. Ranked by composite intensity, which combines how often a work is mentioned, how many sections mention it, and how much of that falls in the main text rather than the appendix.

ReferenceIntensityMentionsSectionsMain text
1Andrew Bennett, Nathan Kallus, Xiaojie Mao, Whitney Newey, Vasilis S… (2023) Minimax instrumental variable regression and $l_2$ convergence guarantees without identification or closedness, 2023a self0.9507586%
2Jason Hartford, Greg Lewis, Kevin Leyton-Brown, and Matt Taddy (2017) Deep iv: A flexible approach for counterfactual prediction0.94112483%
3Yifan Cui, Hongming Pu, Xu Shi, Wang Miao, and Eric Tchetgen Tchetgen (2020) Semiparametric proximal causal inference0.9285380%
4Liyuan Xu, Heishiro Kanagawa, and Arthur Gretton (2021) Deep proxy causal learning and its application to confounded bandit policy evaluation0.88810470%
5Andrew Bennett, Nathan Kallus, Xiaojie Mao, Whitney Newey, Vasilis S… (2023) Source condition double robust inference on functionals of inverse problems, 2023b self0.87412667%
6Rahul Singh, Maneesh Sahani, and Arthur Gretton (2019) Kernel instrumental variable regression0.8746467%
7Nishanth Dikkala, Greg Lewis, Lester Mackey, and Vasilis Syrgkanis (2020) Minimax estimation of conditional moment models self0.8746367%
8Nathan Kallus, Xiaojie Mao, and Masatoshi Uehara (2021) Causal inference under unmeasured confounding with negative controls: A minimax learning approach self0.8746367%
9Martin J Wainwright (2019) High-dimensional statistics: A non-asymptotic viewpoint, volume 480.73710440%
10Luofeng Liao, You-Lin Chen, Zhuoran Yang, Bo Dai, Mladen Kolar, and… (2020) Provably efficient neural estimation of structural equation models: An adversarial approach0.7375260%

Showing the top 10 of 87 scored citations.

Cited by, within the corpus

arXiv econ.EM papers that cite this one, ranked by how heavily they lean on it.

Citing paperIntensityMentionsSections
1Debiased Ill-Posed Regression0.69351
2Penalized GMM Framework for Inference on Functionals of Nonparametric Instrumental Variable Estimators0.64422