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arXiv:1106.1636

A Sequence of Relaxations Constraining Hidden Variable Models

Greg Ver Steeg, Aram Galstyan

Published Jun 8, 2011• 14 citations
arXivHTMLPDF

Abstract

Many widely studied graphical models with latent variables lead to nontrivial constraints on the distribution of the observed variables. Inspired by the Bell inequalities in quantum mechanics, we refer to any linear inequality whose violation rules out some latent variable model as a "hidden variable test" for that model. Our main contribution is to introduce a sequence of relaxations which provides progressively tighter hidden variable tests. We demonstrate applicability to mixtures of sequences of i.i.d. variables, Bell inequalities, and homophily models in social networks. For the last, we demonstrate that our method provides a test that is able to rule out latent homophily as the sole explanation for correlations on a real social network that are known to be due to influence.

DOI
10.48550/arxiv.1106.1636

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Many widely studied graphical models with latent variables lead to nontrivial constraints on the distribution of the observed variables. Inspired by the Bell inequalities in quantum mechanics, we refer to any linear inequality whose violation rules out some latent variable model as a "hidden variable test" for that model. Our main contribution is to introduce a sequence of relaxations which provides progressively tighter hidden variable tests. We demonstrate applicability to mixtures of sequences of i.i.d. variables, Bell inequalities, and homophily models in social networks. For the last, we demonstrate that our method provides a test that is able to rule out latent homophily as the sole explanation for correlations on a real social network that are known to be due to influence.
Bell inequalities or Bell-like experiments are supposed to test hidden variable theories based on three intuitive assumptions: determinism, locality and measurement independence. If one of the assumptions of Bell inequality is properly relaxed, the probability distribution of the singlet state, for example, can be reproduced by a hidden variable model. Models that deal with the relaxation of some condition above, with more than one hidden variable, have been studied in the literature nowadays. In this work the relation between the number of hidden variables and the degree of relaxation necessary to reproduce the singlet correlations is investigated. For the examples studied, it is shown that the increase of the number of hidden variables does not allow for more efficiency in the reproduction of quantum correlations.
Loophole-free violations of Bell inequalities imply that at least one of the assumptions behind local hidden-variable theories must fail. Here, we show that, if only one fails, then it has to fail completely, therefore excluding models that partially constrain freedom of choice or allow for partial retrocausal influences, or allow partial instantaneous actions at a distance. Specifically, we show that (i) any hidden-variable theory with outcome independence (OI) and arbitrary joint relaxation of measurement independence (MI) and parameter independence (PI) can be experimentally excluded in a Bell-like experiment with many settings on high-dimensional entangled states, and (ii) any hidden-variable theory with MI, PI and arbitrary relaxation of OI can be excluded in a Bell-like experiment with many settings on qubit-qubit entangled states. Loophole-free violations of Bell inequalities imply that at least one of the assumptions formalising local hidden-variable theories must fail. Here, the authors show that, if only one is false, then it has to fail completely, therefore excluding models that allow partial instantaneous actions at a distance, partially constrain freedom of choice or allow for partial retrocausal influences.
Bell’s inequality is an expression which can be employed in order to test for the existence of hidden variables in a correlated system. The idea of hidden variables was introduced as a potential explanation for the quantum mechanical phenomenon of non-deterministic results of measurements. The existence of hidden variables can be tested experimentally. First, a particular measurement of one component of a correlated system must be associated with a positive or negative integer value. There must be an equal probability density of obtaining either measurement. Following this, an ensemble average of these measurements must be performed and Bell’s inequality must subsequently be employed. This theorem was essential in settling the EPR argument against quantum mechanical indeterminism, experimentally showing through violation of the inequality that there are indeed no hidden variables in a quantum system. For a system exhibiting classical behavior, Bell’s inequality should not be violated, provided the correlated system meets criteria appropriate to the assumptions underlying Bell’s theorem. A Mathematica model of Bell’s inequality was developed utilizing a Monte Carlo approach of randomizing parameters in order to test models of correlated systems. The model appears to agree with classical determinism within one standard deviation. It is possible to test both classical and quantum mechanical systems if properly correlated, and it is of future interest to test whether this extends to chaotic systems.
Bell's theorem shows that no local hidden-variable model can explain the measurement statistics of a quantum system shared between two parties, thus ruling out a classical (local) understanding of nature. In this paper we demonstrate that by relaxing the positivity restriction in the hidden-variable probability distribution it is possible to derive quasiprobabilistic Bell inequalities whose sharp upper bound is written in terms of a negativity witness of said distribution. This provides an analytic solution for the amount of negativity necessary to violate the Clauser-Horne-Shimony-Holt inequality by an arbitrary amount, therefore revealing the amount of negativity required to emulate the quantum statistics in a Bell test.
This paper discusses some tests of Bell-like inequalities not requiring entangled states. The proposed tests are based on consecutive measurements on a single qubit. Available hidden-variable models for a single qubit [see, e.g., J. S. Bell, Rev. Mod. Phys. 38, 447 (1966)] reproduce the predictions of quantum mechanics and hence violate the Bell-like inequalities addressed in this paper. It is shown how this fact is connected with the state ``collapse'' and with its random nature. Thus, it becomes possible to test truly realistic and deterministic hidden-variable models. In this way, it can be shown that a hidden-variable model should entail at least one of the following features: (i) nonlocality, (ii) contextuality, or (iii) discontinuous measurement-dependent probability functions. The last two features are put to the test with the experiments proposed in this paper. A hidden-variable model that is noncontextual and deterministic would be at variance with some predictions of quantum mechanics. Furthermore, the proposed tests are more likely to be loophole-free, as compared to former ones.
The Bell inequality is thought to be a common constraint shared by all models of local hidden variables that aim to describe the entangled states of two qubits. Since the inequality is violated by the quantum mechanical description of these states, it purportedly allows distinguishing in an experimentally testable way the predictions of quantum mechanics from those of models of local hidden variables and, ultimately, ruling the latter out. In this paper, we show, however, that the models of local hidden variables constrained by the Bell inequality all share a subtle, though crucial, feature that is not required by fundamental physical principles and, hence, it might not be fulfilled in the actual experimental setup that tests the inequality. Indeed, the disputed feature neither can be properly implemented within the standard framework of quantum mechanics and it is even at odds with the fundamental principle of relativity. Namely, the proof of the inequality requires the existence of a preferred absolute frame of reference (supposedly provided by the lab) with respect to which the hidden properties of the entangled particles and the orientations of each one of the measurement devices that test them can be independently defined through a long sequence of realizations of the experiment. We notice, however, that while the relative orientation between the two measurement devices is a properly defined physical magnitude in every single realization of the experiment, their global rigid orientation with respect to a lab frame is a spurious gauge degree of freedom. Following this observation, we were able to explicitly build a model of local hidden variables that does not share the disputed feature and, hence, it is able to reproduce the predictions of quantum mechanics for the entangled states of two qubits.