For any binary classification dataset, let 𝑆𝐡 ∈ ℝ𝑑×𝑑 and π‘†π‘Š ∈ ℝ𝑑×𝑑 be…

2024

For any binary classification dataset, let 𝑆𝐡 ∈ ℝ𝑑×𝑑 and π‘†π‘Š ∈ ℝ𝑑×𝑑 be the between-class and within-class scatter (covariance) matrices, respectively. The Fisher linear discriminant is defined by π‘’βˆ— ∈ ℝ𝑑 , that maximizes

\(J(u) = \frac{u^T S_B u}{u^T S_W u} \)

If πœ† = 𝐽(π‘’βˆ— ), π‘†π‘Š is non-singular and 𝑆𝐡 β‰  0, then (π‘’βˆ— , πœ†) must satisfy which ONE of the following equations?

Note: ℝ denotes the set of real numbers.

  1. A.

    \(S_W^{-1} S_B u^* = \lambda u^* \)

  2. B.

    \(S_W u^* = \lambda S_B u^* \)

  3. C.

    \(S_B S_W u^* = \lambda u^* \)

  4. D.

    \(u^{*T} u^* = \lambda^2 \)

Show answer & explanation

Correct answer: A

Key result: At a stationary point u* of J(u) we have S_B u* = Ξ» S_W u*. Because S_W is invertible, this is equivalent to S_W^{-1} S_B u* = Ξ» u*, so u* is an eigenvector of S_W^{-1} S_B with eigenvalue Ξ» = J(u*).

Derivation (sketch):

  • Consider the Rayleigh quotient J(u) = (u^T S_B u)/(u^T S_W u). To find stationary points, use a Lagrange multiplier or take the derivative of J(u).

  • Setting the derivative to zero yields (S_B - Ξ» S_W) u = 0, i.e. S_B u = Ξ» S_W u, where Ξ» equals J(u) at the stationary point.

  • Since S_W is non-singular, multiply by S_W^{-1} to get S_W^{-1} S_B u = Ξ» u, the standard generalized-eigenvalue form.

  • The maximizing direction u* is the eigenvector of S_W^{-1} S_B corresponding to the largest eigenvalue Ξ».

Why the other proposed equations are incorrect:

  • An equation that places S_W on the left and S_B on the right (e.g. S_W u = Ξ» S_B u) would imply a reciprocal relationship and thus does not match Ξ» = J(u*) as defined.

  • A product like S_B S_W u = Ξ» u changes the matrix order and is not produced by the stationary condition; matrix multiplication order matters.

  • An identity relating the squared norm of u* to Ξ»^2 is unrelated to the Rayleigh quotient optimization and does not follow from the derivation.

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