Beyond the Illusion of Power: Calibrating Quasi-Experiments in Observational IS

Structured potential outcomes such as microscopy images may be recorded after an unknown, unit-specific transformation. If that transformation can depend on treatment, covariates or the intrinsic outcome, raw-coordinate analyses may mix biological effects with acquisition geometry. We study the unrestricted observation model X = Γ . Y(A) and characterize its observable information: a target is uniformly recoverable exactly when it is constant on group orbits, while a Borel maximal invariant retains every measurable invariant target. We then distinguish observability from statistical losslessness. A quotient-faithful reconstruction theorem shows that quotient reduction is sufficient for the full transformed experiment exactly when the conditional law of the raw observation given treatment, covariates and the quotient has a parameter-free version. Conditional Haar contamination on a compact group yields Blackwell equivalence as a special case; it is not imposed in the main model. We also separate independent site-specific product actions from shared diagonal actions and show why componentwise canonicalization can discard relative cross-site information. Under explicit metric and kernel regularity, an approximate-contamination theorem bounds quotient-law Wasserstein error and the induced perturbation of population maximum mean discrepancy. For finite-support multichannel lattice images, we construct a maximal invariant under integer translations and quarter turns, combine its characteristic Gaussian kernel with a complete paired-swap test, and retain the original simulations and RxRx1 HUVEC study. Under the sharp null, the quotient test rejected in 0.052 of simulation replicates; at unit effect strength its power was 0.992. The primary RxRx1 contrast had an enumerated paired-swap p-value of 0.0078.

Causal queries are often only partially identifiable from observational data, and experiments that could tighten the resulting bounds are typically costly. We study the problem of selecting, prior to observing experimental outcomes, a cost-constrained subset of experiments that maximally tightens bounds on a target query. We formalize this as the max-potency problem, where epistemic potency measures the worst-case reduction in bound width guaranteed by an experiment, and show that this problem is NP-hard via a reduction from 0-1 knapsack. Building on the polynomial-programming framework of Duarte et al. (2023), we give a general procedure for evaluating epistemic potency in discrete settings. To control the super-exponential search space, we introduce two graphical pruning criteria that depend only on the causal graph and the query: a novel path-interception rule that exploits district structure to certify zero potency in linear time, and an identifiability check based on the ID algorithm. On Erdos-Renyi random graphs and 11 bnlearn benchmark networks, the two criteria together prune 50-88% of candidate experiments on average without solving a single polynomial program. For the general subset search, we show that ID-pruned experiments are combinatorially inert, yielding a super-exponential reduction in the number of subsets evaluated. We close with an end-to-end demonstration on observational NHANES data, selecting optimal experiments for estimating the effect of physical activity on diabetes.

This paper studies experimental designs for estimation and inference on policies with spillover effects. Units are organized into a finite number of large clusters and interact in unknown ways within each cluster. First, we introduce a single-wave experiment that, by varying the randomization across cluster pairs, estimates the marginal effect of a change in treatment probabilities, taking spillover effects into account. Using the marginal effect, we propose a test for policy optimality. Second, we design a multiple-wave experiment to estimate welfare-maximizing treatment rules. We provide strong theoretical guarantees and an implementation in a large-scale field experiment.