Generalised Balanced Softmax: A Finite-Data Perspective on Logit Adjustment for Long-Tailed Recognition
Authors: Yi-Hang Zhu, Rajeev Raman, Shiqi Su, Jianyuan Sun, Xinyu Yang, Nan Xing, Huiyu Zhou
Organizations: School of Computing and Mathematical Sciences, University of Leicester, Leicester, LE1 7RH, UK · Scientific Computing, Rutherford Appleton Laboratory, Science and Technology Facilities Council, Didcot, OX11 0QX, UK · School of Computer Science and Informatics, De Montfort University, Leicester, LE1 9BH, UK · School of Automation and Information Engineering, Xi’an University of Technology, Xi’an, 710048, China
Models trained on long-tailed data using standard softmax tend to exhibit higher training error and a larger generalisation gap for classes with fewer training samples. We characterise this class-wise disparity as the preference issue and quantify it using a new metric, the model imbalance level I. To understand this issue, we analyse how imbalanced training data adversely affects class-wise gradients under standard softmax training. This paper then develops a finite-data Generalised Balanced Softmax (GBS) framework for analysing and mitigating the preference issue. The framework uses the training-time logit adjustment znc+βlog∣Nc∣, which is algebraically identical to the training-time logit-adjusted loss of Menon et al. (2021) when τ=β. The case β=1 also coincides with Balanced Softmax and with the unit adjustment supported by the Fisher-consistency argument under the true data distribution, corresponding to an idealised infinite-data setting. Building on this existing loss family, this paper uses a heuristic power-law assumption to motivate the adjustable coefficient and studies how β affects trained models. Across the evaluated long-tailed benchmarks, β=1 does not attain the highest average testing recall on most datasets, showing that a different coefficient can be preferable when training on finite data. The selected values of β reduce I and improve average testing recall relative to the β=1 reference, while retaining negligible computational overhead and compatibility with existing representation-learning frameworks.
Long-tailed recognition methods often modify losses, margins, or representations to reduce the dominance of frequent classes. We ask whether, after Balanced Softmax training, the remaining tail error can be reduced by retraining only the classifier. We evaluate BS-cRT, a two-stage procedure that trains a backbone and cosine classifier with Balanced Softmax, freezes the backbone, and updates only the classifier on balanced episodic batches. The second stage keeps the empirical-prior Balanced Softmax objective and uses raw cosine logits at inference. Across CIFAR-100-LT, CIFAR-10-LT, ImageNet-LT, and Places-LT, this classifier-only step consistently improves Few-shot accuracy over the matched Balanced Softmax checkpoint. At imbalance factor 100, Few-shot gains are +5.15 points on CIFAR-100-LT and +5.83 on CIFAR-10-LT; on ImageNet-LT and Places-LT, gains are +6.92 and +9.78 points, respectively, with a Top-1/Few-shot trade-off on ImageNet-LT. We also analyze Counterfactual Boundary Risk Minimization (CBRM), a boundary-probe extension using prototype-based features near decision boundaries. CBRM identifies two failure modes: scaled-logit cosine margins destabilize training, and corrected hardest-negative probes remain head-class anchored. The results support BS-cRT as a practical classifier-side baseline and indicate that boundary supervision must account for class frequency.
Juan Terven, Diana Margarita Córdova Esparza, Julio Alejandro Romero Gonzalez +4
Deep learning models in computer vision face significant challenges when trained on long-tailed datasets, where a few majority classes dominate while many minority classes are severely underrepresented. Such imbalances frequently arise in real-world scenarios such as rare species recognition, manufacturing fault detection, and medical image understanding, leading to biased models that underperform on tail classes. Existing reweighting methods typically rely on static class frequencies to penalize the model, ignoring the dynamic nature of how effectively a network actually learns a class over time. We address this by introducing a novel Learning-Dynamics Aware Loss (LDAL) function that shifts the focus from static sample counts to dynamic learning progress. LDAL framework adjusts class weights continuously by leveraging: (i) the strength of learned feature representations (semantic scale), (ii) the intrinsic learning difficulty of each class, measured via the Shannon entropy of its predictions, and (iii) an inter-epoch regularizer term that tracks prediction shifts between consecutive epochs to stabilize training and avoid local minima. LDAL is purely a objective function which incurs negligible computational overhead while adapting to the feature learning of the model. Experimental results on multiple benchmark datasets demonstrate that our approach significantly surpasses state-of-the-art reweighting loss functions, providing an optimal trade-off between accuracy and generalizability. The source code is available at https://github.com/sdm2026/ldal
Varad Shinde, Nikhil Kumar Shrey, Magesh Rajasekaran +5
Real-world datasets often exhibit long-tailed class distributions, where a few head classes contain a large number of training samples while a large number of tail classes have only a few. The composition of each mini-batch, determined by the sampling strategy, governs which classes contribute to the stochastic gradient estimate, and therefore affects convergence behaviour and generalisation across the whole class spectrum. We provide a systematic theoretical and empirical comparison of four mini-batch sampling strategies for long-tailed image classification: uniform instance sampling, class-balanced sampling, square-root sampling, and progressively balanced sampling. We place all four in a unified bias-variance framework describing their effect on gradient estimation, which exposes the tension between unbiased optimisation of the empirical loss and fair representation of rare classes. We then evaluate them under controlled conditions using ResNet-32 on CIFAR-100-LT at three imbalance ratios (rho = 10, 50, 100), with every strategy sharing the same long-tailed subsets and initialisation within a seed. Progressive sampling improves tail-class accuracy by 25% relative to the uniform baseline at rho = 100 (13.5% versus 10.8%), consistently across all three seeds, while its overall accuracy is not distinguishable from that of uniform sampling given the seed-to-seed variation (40.0% versus 39.7%); the tail-class gain, not the overall gain, is the robust effect. At rho = 100, class-balanced sampling degrades accuracy on every class group, including the tail classes it is designed to help, which we attribute to overfitting caused by extreme oversampling of scarce data; at rho = 50 this failure is confined to head and medium classes. These results indicate that when rebalancing is applied during training matters as much as how much rebalancing is applied.