Design-based theory for causal inference

Fuente: arXiv
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Main Authors: Lu, Xin, Fu, Wanjia, Li, Hongzi, Yu, Haoyang, Zhang, Honghao, Zhu, Ke, Liu, Hanzhong
Format: Preprint
Published: 2025
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_version_ 1866911291725053952
author Lu, Xin
Fu, Wanjia
Li, Hongzi
Yu, Haoyang
Zhang, Honghao
Zhu, Ke
Liu, Hanzhong
author_facet Lu, Xin
Fu, Wanjia
Li, Hongzi
Yu, Haoyang
Zhang, Honghao
Zhu, Ke
Liu, Hanzhong
contents Causal inference, as a major research area in statistics and data science, plays a central role across diverse fields such as medicine, economics, education, and the social sciences. Design-based causal inference begins with randomized experiments and emphasizes conducting statistical inference by leveraging the known randomization mechanism, thereby enabling identification and estimation of causal effects under weak model dependence. Grounded in the seminal works of Fisher and Neyman, this paradigm has evolved to include various design strategies, such as stratified randomization and rerandomization, and analytical methods including Fisher randomization tests, Neyman-style asymptotic inference, and regression adjustment. In recent years, with the emergence of complex settings involving high-dimensional data, individual noncompliance, and network interference, design-based causal inference has witnessed remarkable theoretical and methodological advances. This paper provides a systematic review of recent progress in this field, focusing on covariate-balanced randomization designs, design-based statistical inference methods, and their extensions to high-dimensional, noncompliance, and network interference scenarios. It concludes with a comprehensive perspective on future directions for the theoretical development and practical applications of causal inference.
format Preprint
id arxiv_https___arxiv_org_abs_2511_22518
institution arXiv
publishDate 2025
record_format arxiv
spellingShingle Design-based theory for causal inference
Lu, Xin
Fu, Wanjia
Li, Hongzi
Yu, Haoyang
Zhang, Honghao
Zhu, Ke
Liu, Hanzhong
Methodology
Causal inference, as a major research area in statistics and data science, plays a central role across diverse fields such as medicine, economics, education, and the social sciences. Design-based causal inference begins with randomized experiments and emphasizes conducting statistical inference by leveraging the known randomization mechanism, thereby enabling identification and estimation of causal effects under weak model dependence. Grounded in the seminal works of Fisher and Neyman, this paradigm has evolved to include various design strategies, such as stratified randomization and rerandomization, and analytical methods including Fisher randomization tests, Neyman-style asymptotic inference, and regression adjustment. In recent years, with the emergence of complex settings involving high-dimensional data, individual noncompliance, and network interference, design-based causal inference has witnessed remarkable theoretical and methodological advances. This paper provides a systematic review of recent progress in this field, focusing on covariate-balanced randomization designs, design-based statistical inference methods, and their extensions to high-dimensional, noncompliance, and network interference scenarios. It concludes with a comprehensive perspective on future directions for the theoretical development and practical applications of causal inference.
title Design-based theory for causal inference
topic Methodology
url https://arxiv.org/abs/2511.22518