Phase 4: The Mathematical Truth: Linear vs Logistic Regression

How to beautifully explain the mathematical truth behind Linear and Logistic regression

(Still under construction)

1. The Theoretical World: The Full Data-Generating Process

In the idealized mathematical world, we assume the existence of a Data-Generating Process (DGP)
a mechanism that maps all causal inputs in the universe to the variable of interest \(Y\):

\[ Y = f(X_1, X_2, X_3, \ldots) \]

Each \(X_j\) represents a different characteristic or influence (education, experience, intelligence, etc.),
and together they fully determine the value of \(Y\).

If we had complete access to this \(f(\cdot)\) and to all relevant \(X_j\)’s, the process would be deterministic:
given the inputs, we could predict \(Y\) exactly.

Formally, the joint distribution of all variables is

\[ (Y, X_1, X_2, X_3, \ldots) \sim F_{Y, X_1, X_2, X_3, \ldots} \]

and the DGP defines the conditional distribution

\[ F_{Y \mid X_1, X_2, X_3, \ldots}(y \mid x_1, x_2, x_3, \ldots) \]

which would be perfectly degenerate (a Dirac delta) if the world were truly deterministic.


2. The Linear Regression Case: Deterministic DGP, Incomplete Knowledge

2.1. From Theory to Practice

In the real world, we rarely observe all the variables that influence \(Y\).
Suppose the true DGP is

\[ Y = 20 + 3X_1 + 2X_2 \]

where \(X_1\) is years of education and \(X_2\) is years of experience.
If we knew both \(X_1\) and \(X_2\), the model would be deterministic:
for \(X_1=10, X_2=5\), we know \(Y=20+3(10)+2(5)=50\).

But imagine we only measure \(X_1\).
We must then approximate the conditional behavior of \(Y\) given \(X_1\):

\[ Y = \beta_0 + \beta_1 X_1 + \varepsilon \]

The term \(\varepsilon\) now captures the influence of \(X_2\) (and any other unobserved factors):

\[ \varepsilon = 2X_2 \]

and since \(X_2\) varies randomly in the population, \(\varepsilon\) is random to us.

This motivates the probabilistic model

\[ Y \mid X_1 = x_1 \sim \mathcal{N}(\beta_0 + \beta_1 x_1, \sigma^2) \]

where the conditional variance \(\sigma^2\) reflects epistemic randomness — randomness due to our ignorance about unobserved determinants.
In other words, the world might be deterministic, but our model is not.


2.2. Conceptual Picture: “Slicing” the Joint Distribution

The true DGP defines a high-dimensional surface in the space of all variables.
By conditioning on only one variable (\(X_1\)), we take a slice through that surface:

\[ F_{Y \mid X_1}(y \mid x_1) \]

This slice still contains variation from the omitted axes (\(X_2, X_3, \ldots\)).
That variation appears as the random scatter of points around the regression line.

Hence, in linear regression:

Randomness arises because our model conditions on an incomplete subset of the true DGP.

If we had access to all the relevant \(X_j\)’s and the true functional form \(f\),
the process would become deterministic and \(Y\) would be known with certainty.


3. The Logistic Regression Case: A Probabilistic DGP

Now consider a fundamentally different scenario.
Let \(Y\) represent whether a person gets hired (\(Y=1\)) or not hired (\(Y=0\)).
We still have predictors such as education \(X_1\) and experience \(X_2\).

Even if we could measure every possible factor, two people with identical \((X_1, X_2)\) might still face different outcomes.
The process of hiring, medical recovery, or clicking an ad is inherently random at the individual level.
Here, the DGP itself is stochastic:

\[ Y \mid X_1, X_2 \sim \text{Bernoulli}(p(X_1, X_2)) \]

where

\[ p(X_1, X_2) = P(Y=1 \mid X_1, X_2) \]

This means that the theoretical DGP is not a deterministic function \(f(\cdot)\) but a probability law describing how likely each outcome is.

We specify the probability function \(p(\cdot)\) using a logistic form:

\[ p(x_1, x_2) = \frac{e^{\beta_0 + \beta_1 x_1 + \beta_2 x_2}}{1 + e^{\beta_0 + \beta_1 x_1 + \beta_2 x_2}} \]


3.1. Example: The Hiring Probability

Let

\[ \beta_0 = -8, \quad \beta_1 = 0.5, \quad \beta_2 = 0.2 \]

For a candidate with 12 years of education (\(X_1=12\)) and 5 years of experience (\(X_2=5\)):

\[ p = \frac{e^{-8 + 0.5(12) + 0.2(5)}}{1 + e^{-8 + 0.5(12) + 0.2(5)}} = \frac{e^{-1}}{1 + e^{-1}} \approx 0.27 \]

Thus, even knowing all the predictors and parameters,

\[ P(Y=1 \mid X_1=12, X_2=5) = 0.27 \]

means that among 100 identical candidates (same \(X_1, X_2\)),
around 27 would be hired and 73 would not — but we cannot know which ones.

Each individual outcome is generated by an independent Bernoulli(0.27) draw.

Candidate Education \(X_1\) Experience \(X_2\) \(p_i\) Realized \(Y_i\)
1 12 5 0.27 0
2 12 5 0.27 1
3 12 5 0.27 0
4 12 5 0.27 0
5 12 5 0.27 1

Even with complete knowledge of the DGP, \(Y\) remains random.

This randomness is ontological — it comes from the probabilistic nature of the DGP itself,
not from ignorance about missing variables.


4. The Fundamental Distinction

Feature Linear Regression Logistic Regression
Nature of DGP Deterministic function of all relevant \(X_j\) Intrinsically probabilistic (Bernoulli process)
Conditional distribution \(Y \mid X \sim \mathcal{N}(\mu(X), \sigma^2)\) \(Y \mid X \sim \text{Bernoulli}(p(X))\)
Randomness arises from Omitted or unobserved variables (epistemic) The event-generation mechanism itself (ontological)
What the model approximates Conditional mean \(E[Y\mid X] = \mu(X)\) Success probability \(P(Y=1\mid X) = p(X)\)
If we knew all of \(X\) and the true DGP \(Y\) becomes deterministic \(Y\) remains random
Limiting case (\(p=0\) or \(1\)) Perfect prediction possible Becomes deterministic, but no longer logistic
Conceptual analogy “The world is deterministic but we can’t see it all.” “The world itself flips a weighted coin.”

Hence:

🔹 Linear regression models a deterministic world we only partially see.
🔹 Logistic regression models a probabilistic world whose outcomes remain random even when all causes are known.


5. Appendix — Conditioning as Projection on Subspaces (Optional)

In the theoretical world, the joint distribution \(F_{Y,X_1,X_2,\ldots}\) defines a high-dimensional space of relationships between all variables. Conditioning on a subset of them — for instance, only \(X_1\) — corresponds to taking a projection of that space onto a lower-dimensional subspace.

In linear algebraic terms, if we represent \(Y\) and the \(X_j\)’s as elements of a vector space of random variables with an inner product \(\langle A,B \rangle = E[AB]\), then the conditional expectation \(E[Y \mid X_1]\) is precisely the orthogonal projection of \(Y\) onto the subspace spanned by \(X_1\).

The residual \(\varepsilon = Y - E[Y \mid X_1]\) is orthogonal to that subspace:

\[ E[\varepsilon X_1] = 0 \]

This provides a geometric interpretation of “taking a slice” of the DGP: we restrict our attention to one axis (one subspace) of the full theoretical space, and the remaining variation appears as randomness in the orthogonal complement.


Summary Insight:
Linear regression transforms deterministic complexity into stochastic simplicity
by conditioning on incomplete information.
Logistic regression models inherent probabilistic events,
where randomness persists even when all causes are known.