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Reader Q&A--Why Not "Sire and his Sons"?

TrueNicks community user russf posted a comment under the recent blog post Updated Cross Notations for TrueNicks which we thought warranted a closer look at the logic flow behind the TrueNicks algorithm.

russf commented:

Congrats on these updated cross notations, this is helpful. But please help me understand how the algorithm decides which stallion to use.

For example, I’m not sure why the winner of this year’s Arlington Million gets a TrueNicks score of A and not C. Debussy’s TrueNicks score of A (click to view report) uses Sharpen Up and his sons and grandsons over Sadler's Wells and his sons and grandsons. Why wouldn’t the model use Diesis instead of Sharpen Up from the top line? That pairing gets a TrueNicks score of C. Apparently, the Debussy algorithm passed by Diesis and went to Sharpen Up. Yet there seems to be a sufficient number of stakes winners pairing Diesis and his sons and grandsons over Sadler's Wells and his sons and grandsons. To test that I ran a TrueNicks score for the hypothetical pedigree of Sweet Return (GB) (TrueNicks,SRO) over Opera Comique, dam of Debussy. That score was C (click to view report), using Diesis over Sadler's Wells. I realize that the TrueNicks score for SR/OC couldn’t use Sharpen Up – he’s beyond the grandsire of the sire - but if Diesis is used for Sweet Return over Opera Comique, why couldn’t it be used for Debussy?

Byron Rogers, partner of Pedigree Consultants (Visit Site) and co-developer of TrueNicks, replies:

russf, thanks for the comment, you raise an interesting example of the logic flow of TrueNicks.

Debussy is a relatively rare example of a situation where you have an older sire and a very young broodmare sire resulting in the calculation having to gather a large number of examples on the broodmare sire line to create a rating. In the original logic flow behind TrueNicks, well before it was released to the public, we did in fact have the option of rating "the sire and his sons" with mares by "the grandsire of the broodmare sire, his sons and grandsons" but there were two factors which prompted its elimination from the logic flow that you see in use today.

 

Firstly, especially in the case of older stallions, we wanted to maintain the primacy of the sire. In the case of an older stallion like Diesis, where there was enough data to consider the sire inclusive of the data set, we didn’t think it best to have the pedigree move "forward" of the sire in question unnecessarily. Keeping the data set as relevant to the sire in question as possible was a primary concern of ours. So in this case of Debussy, we viewed "Sharpen Up and his Sons", which includes all data created by Diesis himself, more relevant than "Diesis and his sons". Both sets of data would include data for Diesis himself but we found it to be slightly more relevant for a stallion if the calculation was made on his own sire and his sons as opposed to him and his sons, with the latter having more potential for variability especially in the early years where the first sons of a sire tend to visit a wider variety of broodmare sires than their own sire at the same time.

Secondly, getting back to my original statement, we did actually have this line ("Diesis and his sons") in the original TrueNicks mathematical logic. There were in fact 28 logic flow rules in the original TrueNicks logic. However, when we conducted the two split tests of 50,000 horses each, this rule (and a number of others) actually had a very, very small set of the population calculated on it. It was only actually opportunities like Debussy above where older stallions were hitting young broodmare sires. The main protagonist in this situation was actually Cozzene, who for some reason in his latter years served a lot of mares by young, unproven broodmare sires. After going back through the results we pared the number of logic flow rules down from 28 to 16, eliminating many of the rules that didn’t have significant calculations made on them like this one. When we re-tested the results, on horses like Cozzene above, we found that there was very little difference to the rating being displayed, despite them being calculated on another rule that fell slightly later in the logic flow. Eliminating these unnecessary logic flows also allowed us to return the result slightly faster to the user.

The update to the cross notation obviously gives you a little more information on the development of the TrueNicks rating and we hope to bring some more changes like this in weeks to come that will allow you to better understand the creation and validity of the TrueNicks rating. Thanks again for your question and if you have any follow up please don't hesitate to comment.

–Byron Rogers

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3 Comments:

Thanks for that response, Byron.

That leads me to ask if you think that any rating bias exists when there is one prominent son of a sire who appears to behave very differently from the other sons.    Consider the cases of Diesis/Sharpen Up, Distorted Humor/Forty Niner, and A P Indy/Seattle Slew.  

If Diesis/Sadlers Wells gets a C, while Sharpen Up/Sadlers Wells earns an A, that seems to imply that Diesis is dragging down the otherwise favorable rating of his sire when matched with Sadlers Wells line mares.  Do these different ratings imply that Sharpen Up line sires - who don’t come through Diesis – have a very different affect – a much better one - over Sadlers Wells line mares than do Diesis-line sons? As a result, it may not be appropriate to infer an affinity for Diesis and his sons from the broader base of Sharpen Up and his sons.   The apparently superior results of Kris, Selkirk, et al, are masking the less than stellar results for Diesis, himself, and his sons and grandsons.

Similarly, can the reverse case be made for Distorted Humor/Forty Niner?  Forty Niner-line sires - other than through Distorted Humor – don’t seem to work with Seattle Slew line mares.    Consider that Funny Cide’s pedigree produces an A++ score (Distorted Humor/Seattle Slew), while Ide over Belle’s Good Cide gets a C+ (Forty Niner/Seattle Slew).    Thus, despite the favorable results contributed by Distorted Humor with Slew-line mares, Forty Niner and all his sons and grandsons can only produce a C+ rating with Seattle Slew and his sons and grandsons.  Those non-DH sons of Forty Niner must not work at all with the Slew line.  Put another way, Forty Niner and his sons may consist of two substantially different subsets; one for Distorted Humor, and another consisting of all other sons and grandsons. – and the composite rating may not be accurate for any son of Forty Niner.   Seattle Slew may behave similarly with A P Indy and his sons and grandsons in one camp, versus all other sons and grandsons of Seattle Slew in another.  

My point is that it may not be appropriate, in certain cases, to use the broader ratings of a sire as a proxy for each of his sons.   The published rating for Debussy is an example where the rating may be biased high because of this effect.

Does it seem logical to interpolate between True Nicks scores like this?  I realize that the data can get pretty thin when we start to look at subsets of sire line/sire line crosses.  

russf 24 Aug 2010 10:54 AM

Russf,

Interesting comment. We may lose a couple of readers here as we go along discussing this, but I think that this is a very interesting line of thought, and certainly one worth further comment. Apologies in advance if you feel at any time that you have been misquoted and selectively referenced and feel free to do the same to me if I have missed a point that you are trying to make. Please also accept my apologies if the answer below is a little long.

The overriding question that you seek an answer to is if I “think that any rating bias exists when there is one prominent son of a sire who appears to behave very differently from the other sons.”

In our experience, borne out by the data we collected while creating TrueNicks, sirelines tend to operate in a similar way over several generations. To give an example, take a look at Fappiano/Unbridled/Unbridled’s Song with In Reality and his sons and grandsons, and you can appreciate that over time these two sirelines have generally worked well together. Right now if you mate a mare by Diktat (great-grandson of In Reality) to Zensational (great-grandson of Fappiano) it is an “A+.” Similarly, there are very few branches of In Reality that don’t rate well with sons of Unbridled's Song (grandson of Fappiano).

But just as Fappiano was a different type of Mr Prospector, and operated in some ways differently than most of that horses sons, so there are other sons of Fappiano who have created their own distinct branches. The Cryptoclearance branch, for instance doesn’t seem to work as well with In Reality, but that doesn’t mean he doesn’t share some common affinity with his general sireline. The few sons and grandsons of Cryptoclearance that are at stud have moved in a slightly different direction genetically, more towards another sireline that Unbridled’s Song has also shown affinity towards, for example Storm Bird/Storm Cat.

An example in reverse, where a son has shown a totally different affinity to his sireline, is Point Given. He doesn’t act at all like his sire or his grandsire. Neither Gulch nor Thunder Gulch have shown any particular affinity to Seattle Slew line mares, indeed they have underperformed with the Seattle Slew line mares to which they have been bred, but Point Given has been outstanding with the Seattle Slew line. He is an exception though, as other sons of Thunder Gulch have pretty much behaved like the sireline in general when crossed with Seattle Slew line mares.  Our feeling on this is that there are some other phenotypic interactions taking place here with Point Given that make him a unique son of the sireline.

Subsets based on number of times tried can be difficult, because at times it is neccessary to go back beyond of the most relevant subset to gain sufficient numbers to generate a rating. Alan and I discussed and researched the possibility of stopping at selective distinct ancestors but we found it is horrendously difficult to consistently apply, especially given that some crosses seem to be affected by the phenotypes involved and some less so. In other instances, phenotype seems to be a key to genotype behavior (for example Point Given, who is more physically reminiscent of his broodmare sire, Turkoman, emulating that stallion be crossing well with Seattle Slew) in the same way a mixed breed dog tends to have behavior traits most similar to the parent it most physically resembles.

As far as a bias existing, we have also seen examples where there is compensating data. If you take an unproven son of Storm Cat and mate him to a generic son of Mr Prospector it returns a C+. This rating includes the data of a son of Storm Cat that has done really well with Mr Prospector in Giant's Causeway (A+) and one that has not done so well in Forestry (D). In the abscence of any data to the contrary and give a relevant rating, TrueNicks, and for that matter any pedigree rating system that is based on sireline/broodmare sireline affinity, works on the presumption that a stallion will generally appreciate the same bloodlines that his own sire has been successful with. In the main, this is the correct assumption to make but there are exceptions and when there are exceptions, because TrueNicks uses live data that is updated daily from foals, starters and stakes winners from around the world we are quickly able to identify those stallions that are not behaving like a “normal son” and create their ratings based on their own results. We believe that this is the best way to handle the stallions, and for that matter broodmare sires, that don’t behave like the rest of the horses in particular circumstances with the latter word being the key. Getting back to Forestry as an example, while he is deplorable with Mr Prospector line mares in general, he is good with Fappiano line mares and like a lot of sons of Storm Cat, great with Damascus, so in some ways he is only "different" in certain circumstances, a nuance that helps breeders and stallion managers alike make informed decisions.

Byron

brogers 24 Aug 2010 4:52 PM

many thanks, Byron, for this very thorough and thoughtful response, it's greatly appreciated!

russf 26 Aug 2010 8:14 AM

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