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Why Mathematics? | Passing–Bablok Regression, Pairwise Slopes and Robust Method Comparison

Why is mathematics important when two measurement methods should follow a linear relationship but ordinary regression assumptions are doubtful? Passing–Bablok regression estimates a method-comparison line from the ordered set of pairwise slopes. It is nonparametric in a specific sense, resistant to some outliers and designed to examine constant and proportional differences without pretending that one axis is error-free.

This chapter uses six original pairs: X = 1, 2, 3, 4, 5, 6 and Y = 3, 5, 7, 9, 11, 14. Five points lie on Y = 2X + 1; the final point is one unit higher. Ten of the fifteen pairwise slopes equal two, so the worked median slope is two and the median intercept is one. The clean result lets us inspect the algorithm, its assumptions and its limits.

Full chapter index

Chapters 1–3 · Understand the question
  1. Begin with a method-comparison line
  2. Read the six pairs
  3. Count all pairwise slopes
Chapters 4–7 · Reproduce the example
  1. Order the slopes
  2. Calculate the intercept
  3. Compare with the identity line
  4. A Did You Know moment about pairs
Chapters 8–13 · Check assumptions
  1. Robustness has limits
  2. Linearity is still required
  3. Positive association assumption
  4. Ties and repeated values
  5. Error in both methods
  6. Intervals for slope and intercept
Chapters 14–18 · Explore applications
  1. Bias at a decision point
  2. Outlier investigation
  3. Sampling the operating range
  4. Comparison with Deming regression
  5. A practical workflow
Chapters 19–25 · Study and verify
  1. How students can reproduce the example
  2. Common misconceptions
  3. Practice and checking
  4. Parent and student guidance
  5. Frequently asked questions
  6. Sources and next reading
  7. Final audit

CHAPTER 1 OF 25 · Understand the question

1. Begin with a method-comparison line

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If two methods were identical on the same units, the target line would be Y = X. Method comparison often asks whether an estimated intercept is compatible with zero and slope with one, within practical tolerances.

Our methods instead have a conversion relationship near Y = 2X + 1. The purpose is to recover that relationship despite one modest departure.

Passing–Bablok uses ranks and medians of pairwise slopes rather than minimising squared vertical residuals.

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CHAPTER 2 OF 25 · Understand the question

2. Read the six pairs

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The pairs are (1,3), (2,5), (3,7), (4,9), (5,11) and (6,14). The first five fit exactly on slope two, intercept one.

The sixth point would be 13 on that line but is observed as 14. It is a synthetic illustration, not a real instrument claim.

Plot the pairs and the identity line before computing anything. The graph immediately shows strong linear increase and non-identity scaling.

ItemXYY − (2X + 1)
1130
2250
3370
4490
55110
66141
Six synthetic method-comparison pairs.

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CHAPTER 3 OF 25 · Understand the question

3. Count all pairwise slopes

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Six points generate 6 choose 2 = 15 unordered pairs. For i < j with different X values, calculate (Yj − Yi)/(Xj − Xi).

Among the first five points, there are 5 choose 2 = 10 slopes, all exactly two. The five slopes connecting the final point to earlier points are 11/5, 9/4, 7/3, 5/2 and 3.

The slope list therefore contains ten twos and five larger values.

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CHAPTER 4 OF 25 · Reproduce the example

4. Order the slopes

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Sort the fifteen slopes. The first ten positions are all two. The remaining values are 2.2, 2.25, about 2.333, 2.5 and 3.

With no special negative-slope adjustment needed in this positive example, the middle eighth value is two. The estimated slope is therefore two.

Official implementations include rules for slopes of −1, infinite slopes and the shifted median used in method comparison. Hand calculations should follow the exact documented algorithm rather than assume every median-of-slopes method is identical.

Source pairsNumberSlopes
Among first five102 each
Point 6 with earlier points511/5, 9/4, 7/3, 5/2, 3
Median position8th2
Pairwise slopes in the worked example.

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CHAPTER 5 OF 25 · Reproduce the example

5. Calculate the intercept

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For slope two, compute Yi − 2Xi for each point. The six values are 1, 1, 1, 1, 1 and 2.

Their median is one. The fitted line is Y = 1 + 2X.

This line captures the dominant relationship while the final point retains a residual of one.

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CHAPTER 6 OF 25 · Reproduce the example

6. Compare with the identity line

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Identity requires intercept zero and slope one. Our fitted line has intercept one and slope two, so the methods are not interchangeable without conversion.

The intercept describes a constant component and the slope a proportional component within the linear model. Confidence intervals are needed for population claims.

Even if intervals included zero and one, practical equivalence would require predefined tolerances and adequate precision.

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CHAPTER 7 OF 25 · Reproduce the example

7. A Did You Know moment about pairs

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Did you know that adding one observation creates n new pairwise comparisons when a dataset grows from n to n + 1? Pairwise-slope methods expand quickly.

The slopes are not independent observations because many share points. The algorithm uses their ordering, but inference must respect the underlying six pairs.

Do not calculate a confidence interval as if fifteen slopes came from fifteen independent experiments.

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CHAPTER 8 OF 25 · Check assumptions

8. Robustness has limits

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The five-point line dominates the median despite the final departure. That demonstrates resistance to one moderate outlier.

Robust does not mean immune. Several influential points, clustered contamination or leverage at the range extremes can change the result.

Inspect the plot, residuals and data provenance. Never use “robust” as permission to skip quality checks.

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CHAPTER 9 OF 25 · Check assumptions

9. Linearity is still required

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Passing–Bablok assumes a linear relationship for method comparison. A curved calibration cannot be summarised honestly by one slope and intercept.

The NIST implementation describes a modified cusum check for departure from linearity. A non-rejection is not proof of perfect linearity, especially in a small sample.

Collect enough points across the operating range and examine residual structure.

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CHAPTER 10 OF 25 · Check assumptions

10. Positive association assumption

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The method-comparison procedure is intended for strongly positively related methods. If measurements are weakly related or decreasing, the usual interpretation may not apply.

Confirm that both variables measure the same quantity in compatible direction. Reverse-coded scales should be harmonised only with a documented meaning.

The algorithm’s special treatment of negative slopes is another reason to use a verified implementation.

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CHAPTER 11 OF 25 · Check assumptions

11. Ties and repeated values

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If two points share the same X value, their pairwise slope can be undefined or infinite depending on Y. If both X and Y tie, the slope is 0/0 and is omitted.

Official software defines practical handling for these cases. Large numbers of ties can affect the estimate and interval.

Preserve raw precision rather than adding arbitrary jitter solely to make denominators nonzero.

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CHAPTER 12 OF 25 · Check assumptions

12. Error in both methods

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Like Deming regression, Passing–Bablok is used when both methods contain measurement error. It does not require a known variance ratio in the same way.

That advantage comes with its own assumptions and efficiency tradeoffs. The choice should follow the measurement process, error structure and study aim.

Compare methods through design and sensitivity, not a universal ranking.

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CHAPTER 13 OF 25 · Check assumptions

13. Intervals for slope and intercept

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Point estimates alone are insufficient. Passing–Bablok procedures use the ordering of slopes to form a slope interval, then derive intercept uncertainty.

With six pairs, intervals are likely wide. The clean slope two should not be mistaken for high precision.

Software version, confidence level and handling of ties should be reported.

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CHAPTER 14 OF 25 · Explore applications

14. Bias at a decision point

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Slope and intercept can be translated into predicted difference at a meaningful X value. At X = 5, the fitted Y is 11, compared with identity value 5.

For methods on different known scales, conversion may be expected. If they should share units, such a difference is unacceptable.

State the target relationship before interpreting coefficients.

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CHAPTER 15 OF 25 · Explore applications

15. Outlier investigation

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The final pair (6,14) is not automatically an error. It might represent random variation, a transcription problem or a genuine range-specific issue.

Check source records and conditions. If corrected, retain an audit trail. If genuine, show sensitivity with and without it.

Deleting a point because it changes the fit undermines the robustness the method is meant to provide.

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CHAPTER 16 OF 25 · Explore applications

16. Sampling the operating range

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Pairwise slopes depend on where points lie. A narrow range produces unstable slopes when X differences are small.

Include low, middle and high values relevant to use, with attention to decision thresholds. Avoid extrapolation beyond observed values.

A well-spread design often contributes more than a complicated formula applied to convenience data.

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CHAPTER 17 OF 25 · Explore applications

17. Comparison with Deming regression

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Deming uses a variance-ratio model and squared scaled distances. Passing–Bablok uses an ordered pairwise-slope construction and no declared lambda.

Deming can be efficient under its assumptions; Passing–Bablok can resist some outliers and distributional departures. Neither proves interchangeability alone.

Use difference plots and practical bias limits alongside either regression.

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CHAPTER 18 OF 25 · Explore applications

18. A practical workflow

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Define methods, units, identity or conversion target, range and tolerance. Collect paired independent items under comparable conditions.

Plot data, compute the verified Passing–Bablok fit and its intervals, check linearity and inspect residuals and outliers. Evaluate bias at important concentrations.

Validate any conversion on new pairs. Preserve software settings and raw data.

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CHAPTER 19 OF 25 · Study and verify

19. How students can reproduce the example

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Write all fifteen slopes in a triangular list. Verify ten slopes among the first five points equal two and calculate the five slopes involving point six.

Sort them and select the eighth slope. Then calculate six intercept candidates and their median.

This exercise joins combinations, fractions, medians, coordinate geometry and measurement reasoning without relying on a black box.

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CHAPTER 20 OF 25 · Study and verify

20. Common misconceptions

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  • Passing–Bablok is not ordinary least squares with a different name.
  • Robustness does not remove outliers or assumptions.
  • A fitted line does not prove methods agree.
  • Pairwise slopes are not independent replicates.
  • A confidence interval containing the identity values does not prove equivalence.
  • Strong correlation does not establish interchangeability.

The model must be interpreted against units, tolerance and the intended relationship.

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CHAPTER 21 OF 25 · Study and verify

21. Practice and checking

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Using the six pairs:

  • confirm there are fifteen slopes;
  • list the ten slopes equal to two;
  • calculate 11/5, 9/4, 7/3, 5/2 and 3;
  • verify the median slope is two;
  • calculate intercept candidates 1, 1, 1, 1, 1 and 2; and
  • verify median intercept one.

Then change the final Y from 14 to 20. Determine whether one extreme point changes the median slope and explain why.

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CHAPTER 22 OF 25 · Study and verify

22. Parent and student guidance

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Students can compare two measuring methods and calculate pairwise slopes by hand for a small dataset. Drawing the lines between pairs makes the median idea concrete.

Parents can ask why the middle slope may resist one unusual reading and why that does not make the unusual reading irrelevant.

The activity develops problem-solving skills, numeracy and the habit of matching a mathematical method to how data were produced.

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CHAPTER 23 OF 25 · Study and verify

23. Frequently asked questions

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Is Passing–Bablok the same as Theil–Sen regression?

They are related through pairwise slopes, but the method-comparison algorithm includes specific ordering and adjustment rules. Use the intended implementation.

Does it need a variance ratio?

It does not use a Deming-style known lambda, but it has other assumptions including linear, strongly positive relation.

Can it handle ties?

Implementations specify how undefined, infinite and special slopes are handled. Many ties require careful interpretation.

Does slope one and intercept zero prove agreement?

No. Uncertainty, difference spread and practical tolerances still matter.

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CHAPTER 24 OF 25 · Study and verify

24. Sources and next reading

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The primary paper is Passing and Bablok, A New Biometrical Procedure for Testing the Equality of Measurements from Two Different Analytical Methods, 1983, DOI 10.1515/cclm.1983.21.11.709. The NIST Passing–Bablok documentation specifies pairwise slopes, special cases, shifted median and linearity guidance.

Continue with the Mathematics Learning Hub and Deming regression documentation to compare modelling assumptions.

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CHAPTER 25 OF 25 · Study and verify

25. Final audit

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Verify pairing, units, operating range, positive linear relation, complete slope rules, ties, intervals, residuals, outliers and practical tolerance. Keep method conversion separate from method agreement.

The importance of mathematics is that a complicated calibration question can be made auditable through combinations and medians while its assumptions remain visible.

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Extended practice laboratory

Practice case 1: Exact line

Setup: All points satisfy Y equals 2X plus 1. Task: Calculate slopes.

Check: Every finite pairwise slope is two and every intercept candidate is one. Rebuild the relevant counts before interpreting the coefficient, preserve the stated design, and write one sentence separating the numerical result from the claim it can support. Then vary one defensible assumption, calculate again, and explain whether the conclusion changes because of new data, a new reference model, or a new decision purpose. Finish by naming the unit, tolerance, and evidence needed for transfer.

Practice case 2: One high point

Setup: Raise the final Y by one. Task: Test resistance.

Check: The median stays two because ten of fifteen slopes remain two. Rebuild the relevant counts before interpreting the coefficient, preserve the stated design, and write one sentence separating the numerical result from the claim it can support. Then vary one defensible assumption, calculate again, and explain whether the conclusion changes because of new data, a new reference model, or a new decision purpose. Finish by naming the unit, tolerance, and evidence needed for transfer.

Practice case 3: Many outliers

Setup: Alter three points. Task: Question robustness.

Check: Contamination can dominate pairwise slopes; robust never means invulnerable. Rebuild the relevant counts before interpreting the coefficient, preserve the stated design, and write one sentence separating the numerical result from the claim it can support. Then vary one defensible assumption, calculate again, and explain whether the conclusion changes because of new data, a new reference model, or a new decision purpose. Finish by naming the unit, tolerance, and evidence needed for transfer.

Practice case 4: Six points

Setup: Count pairwise slopes. Task: Use combinations.

Check: Six choose two gives fifteen. Rebuild the relevant counts before interpreting the coefficient, preserve the stated design, and write one sentence separating the numerical result from the claim it can support. Then vary one defensible assumption, calculate again, and explain whether the conclusion changes because of new data, a new reference model, or a new decision purpose. Finish by naming the unit, tolerance, and evidence needed for transfer.

Practice case 5: Ten points

Setup: Count again. Task: Assess computation.

Check: Ten choose two gives forty-five dependent slopes. Rebuild the relevant counts before interpreting the coefficient, preserve the stated design, and write one sentence separating the numerical result from the claim it can support. Then vary one defensible assumption, calculate again, and explain whether the conclusion changes because of new data, a new reference model, or a new decision purpose. Finish by naming the unit, tolerance, and evidence needed for transfer.

Practice case 6: Tied X

Setup: Two X values match but Y differs. Task: Handle the slope.

Check: The pair is infinite under documented implementation rules. Rebuild the relevant counts before interpreting the coefficient, preserve the stated design, and write one sentence separating the numerical result from the claim it can support. Then vary one defensible assumption, calculate again, and explain whether the conclusion changes because of new data, a new reference model, or a new decision purpose. Finish by naming the unit, tolerance, and evidence needed for transfer.

Practice case 7: Tied pair

Setup: Both X and Y match. Task: Handle 0 over 0.

Check: The undefined slope is omitted according to the algorithm. Rebuild the relevant counts before interpreting the coefficient, preserve the stated design, and write one sentence separating the numerical result from the claim it can support. Then vary one defensible assumption, calculate again, and explain whether the conclusion changes because of new data, a new reference model, or a new decision purpose. Finish by naming the unit, tolerance, and evidence needed for transfer.

Practice case 8: Slope minus one

Setup: A pair produces exactly minus one. Task: Check method rules.

Check: Passing–Bablok method-comparison implementations apply a special omission rule. Rebuild the relevant counts before interpreting the coefficient, preserve the stated design, and write one sentence separating the numerical result from the claim it can support. Then vary one defensible assumption, calculate again, and explain whether the conclusion changes because of new data, a new reference model, or a new decision purpose. Finish by naming the unit, tolerance, and evidence needed for transfer.

Practice case 9: Negative slopes

Setup: Some slopes fall below minus one. Task: Use verified software.

Check: The shifted-median index depends on their count. Rebuild the relevant counts before interpreting the coefficient, preserve the stated design, and write one sentence separating the numerical result from the claim it can support. Then vary one defensible assumption, calculate again, and explain whether the conclusion changes because of new data, a new reference model, or a new decision purpose. Finish by naming the unit, tolerance, and evidence needed for transfer.

Practice case 10: Weak association

Setup: Points show little positive relation. Task: Assess suitability.

Check: The method-comparison assumptions are doubtful. Rebuild the relevant counts before interpreting the coefficient, preserve the stated design, and write one sentence separating the numerical result from the claim it can support. Then vary one defensible assumption, calculate again, and explain whether the conclusion changes because of new data, a new reference model, or a new decision purpose. Finish by naming the unit, tolerance, and evidence needed for transfer.

Practice case 11: Curved relation

Setup: Residuals form an arc. Task: Change strategy.

Check: A linear line cannot represent the calibration across range. Rebuild the relevant counts before interpreting the coefficient, preserve the stated design, and write one sentence separating the numerical result from the claim it can support. Then vary one defensible assumption, calculate again, and explain whether the conclusion changes because of new data, a new reference model, or a new decision purpose. Finish by naming the unit, tolerance, and evidence needed for transfer.

Practice case 12: Narrow range

Setup: X differences are tiny. Task: Predict slope noise.

Check: Small denominators amplify measurement variation. Rebuild the relevant counts before interpreting the coefficient, preserve the stated design, and write one sentence separating the numerical result from the claim it can support. Then vary one defensible assumption, calculate again, and explain whether the conclusion changes because of new data, a new reference model, or a new decision purpose. Finish by naming the unit, tolerance, and evidence needed for transfer.

Practice case 13: Wide range

Setup: Add well-spaced valid pairs. Task: Explain benefit.

Check: Range supports slope estimation when it reflects intended use. Rebuild the relevant counts before interpreting the coefficient, preserve the stated design, and write one sentence separating the numerical result from the claim it can support. Then vary one defensible assumption, calculate again, and explain whether the conclusion changes because of new data, a new reference model, or a new decision purpose. Finish by naming the unit, tolerance, and evidence needed for transfer.

Practice case 14: Identity target

Setup: The methods should match. Task: Interpret parameters.

Check: Compare slope with one and intercept with zero using intervals and tolerance. Rebuild the relevant counts before interpreting the coefficient, preserve the stated design, and write one sentence separating the numerical result from the claim it can support. Then vary one defensible assumption, calculate again, and explain whether the conclusion changes because of new data, a new reference model, or a new decision purpose. Finish by naming the unit, tolerance, and evidence needed for transfer.

Practice case 15: Known conversion

Setup: Y should equal two X plus one. Task: Set the target.

Check: Agreement is assessed against that documented line rather than identity. Rebuild the relevant counts before interpreting the coefficient, preserve the stated design, and write one sentence separating the numerical result from the claim it can support. Then vary one defensible assumption, calculate again, and explain whether the conclusion changes because of new data, a new reference model, or a new decision purpose. Finish by naming the unit, tolerance, and evidence needed for transfer.

Practice case 16: Outlier removal

Setup: Delete the final point after seeing it. Task: Assess bias.

Check: Use an independent error rule and report sensitivity. Rebuild the relevant counts before interpreting the coefficient, preserve the stated design, and write one sentence separating the numerical result from the claim it can support. Then vary one defensible assumption, calculate again, and explain whether the conclusion changes because of new data, a new reference model, or a new decision purpose. Finish by naming the unit, tolerance, and evidence needed for transfer.

Practice case 17: Deming comparison

Setup: Both methods are noisy. Task: Choose assumptions.

Check: Deming needs a variance ratio; Passing–Bablok uses slope ordering and other assumptions. Rebuild the relevant counts before interpreting the coefficient, preserve the stated design, and write one sentence separating the numerical result from the claim it can support. Then vary one defensible assumption, calculate again, and explain whether the conclusion changes because of new data, a new reference model, or a new decision purpose. Finish by naming the unit, tolerance, and evidence needed for transfer.

Practice case 18: Theil–Sen confusion

Setup: Software offers a median-slope fit. Task: Verify definition.

Check: Related estimators may handle negative slopes and intercepts differently. Rebuild the relevant counts before interpreting the coefficient, preserve the stated design, and write one sentence separating the numerical result from the claim it can support. Then vary one defensible assumption, calculate again, and explain whether the conclusion changes because of new data, a new reference model, or a new decision purpose. Finish by naming the unit, tolerance, and evidence needed for transfer.

Practice case 19: Intervals

Setup: Point slope equals two. Task: Discuss precision.

Check: A small sample can give wide intervals despite a tidy estimate. Rebuild the relevant counts before interpreting the coefficient, preserve the stated design, and write one sentence separating the numerical result from the claim it can support. Then vary one defensible assumption, calculate again, and explain whether the conclusion changes because of new data, a new reference model, or a new decision purpose. Finish by naming the unit, tolerance, and evidence needed for transfer.

Practice case 20: Threshold bias

Setup: A decision occurs at X equals five. Task: Evaluate the fitted value.

Check: Compare predicted Y and its uncertainty with the operational target. Rebuild the relevant counts before interpreting the coefficient, preserve the stated design, and write one sentence separating the numerical result from the claim it can support. Then vary one defensible assumption, calculate again, and explain whether the conclusion changes because of new data, a new reference model, or a new decision purpose. Finish by naming the unit, tolerance, and evidence needed for transfer.

Practice case 21: Repeated items

Setup: Several pairs come from one specimen. Task: Handle dependence.

Check: Inference must respect clusters instead of counting every row as independent. Rebuild the relevant counts before interpreting the coefficient, preserve the stated design, and write one sentence separating the numerical result from the claim it can support. Then vary one defensible assumption, calculate again, and explain whether the conclusion changes because of new data, a new reference model, or a new decision purpose. Finish by naming the unit, tolerance, and evidence needed for transfer.

Practice case 22: Order drift

Setup: Method Y is always later. Task: Improve design.

Check: Balance timing so drift is not attributed to calibration. Rebuild the relevant counts before interpreting the coefficient, preserve the stated design, and write one sentence separating the numerical result from the claim it can support. Then vary one defensible assumption, calculate again, and explain whether the conclusion changes because of new data, a new reference model, or a new decision purpose. Finish by naming the unit, tolerance, and evidence needed for transfer.

Practice case 23: Validation

Setup: Apply the conversion to new pairs. Task: Prevent optimism.

Check: Independent validation tests transfer beyond the fitted sample. Rebuild the relevant counts before interpreting the coefficient, preserve the stated design, and write one sentence separating the numerical result from the claim it can support. Then vary one defensible assumption, calculate again, and explain whether the conclusion changes because of new data, a new reference model, or a new decision purpose. Finish by naming the unit, tolerance, and evidence needed for transfer.

Practice case 24: Audit file

Setup: Another analyst repeats the procedure. Task: Save essentials.

Check: Provide pairs, units, implementation rules, confidence level, software version and residual checks. Rebuild the relevant counts before interpreting the coefficient, preserve the stated design, and write one sentence separating the numerical result from the claim it can support. Then vary one defensible assumption, calculate again, and explain whether the conclusion changes because of new data, a new reference model, or a new decision purpose. Finish by naming the unit, tolerance, and evidence needed for transfer.