Biology › Inheritance and population genetics › Two genes at once: 9 : 3 : 3 : 1, the ways it breaks, and the chi-squared test
Two genes at once: 9 : 3 : 3 : 1, the ways it breaks, and the chi-squared test
Follow two genes through a cross and the numbers get bigger but the logic does not change. What changes is what a departure from the expected ratio means — and deciding whether a departure is real is a job for a statistic.
Before this Monohybrid inheritance · Meiosis and the origin of variation
Before you start
A chi-squared value larger than the critical value means the result is significant, and a significant result is the one that supports your genetic hypothesis. The test runs the other way round. Chi-squared measures how badly the observed numbers disagree with the ones your hypothesis predicted, so a large value is evidence against the hypothesis, not for it. The comfortable outcome for a geneticist proposing a 9 : 3 : 3 : 1 ratio is a small chi-squared and a conclusion that the difference is not significant.
What you should be able to do
- Work out the gametes a dihybrid parent produces and use them to build a 16-cell Punnett square.
- Predict the 9 : 3 : 3 : 1 and 1 : 1 : 1 : 1 ratios and say what each assumes.
- Recognise autosomal linkage from a test cross result and calculate a recombination frequency.
- Identify epistasis from a modified dihybrid ratio and explain it through a pathway.
- Carry out a chi-squared test in full, from null hypothesis to a conclusion that names the probability.
Two genes, four gametes, sixteen boxes
A dihybrid cross follows two genes at once. In Mendel's peas, R gives round seeds and is dominant to r for wrinkled, Y gives yellow cotyledons and is dominant to y for green; RrYy is heterozygous at both loci. The first job is always the gametes.
A gamete gets one allele of each gene. Because the two genes are on different chromosomes, the choice at one locus is independent of the choice at the other — that is independent assortment at metaphase I, doing the work. So RrYy produces four kinds of gamete, RY, Ry, rY and ry, in equal numbers. Take each allele of the first gene with each allele of the second and you cannot miss one.
Four gametes from each parent give sixteen combinations, and sorting them by phenotype gives 9 round yellow : 3 round green : 3 wrinkled yellow : 1 wrinkled green. Notice that 9 : 3 : 3 : 1 is just the 3 : 1 of one gene multiplied by the 3 : 1 of the other, which is worth knowing because it means you can answer 'what proportion of offspring are round and green' as ¾ × ¼ = 3⁄16 without drawing anything.
The dihybrid test cross is the more useful experiment. Cross RrYy with the double recessive rryy and the second parent contributes ry to every offspring, so the offspring phenotypes simply read out the gametes the first parent made. Four gamete types in equal numbers give 1 : 1 : 1 : 1. Any departure from that is a departure in the gametes themselves, which is exactly what makes the test cross the tool for detecting linkage.
Both ratios assume the same four things: the two genes assort independently, fertilisation is random, every genotype survives equally well, and the sample is large. Each of those can fail, and the rest of this lesson is about what the failures look like.
Autosomal linkage: genes that travel together
A human has around 20 000 genes and 23 chromosome pairs, so genes vastly outnumber chromosomes and most pairs of genes must share one. Two genes on the same autosome are autosomally linked, and they cannot assort independently, because they are physically attached. Whatever combination of alleles lies on a chromosome tends to leave in a gamete together.
Crossing over is what stops linkage being absolute. If a chiasma forms between the two loci, the section carrying one of them is exchanged and a recombinant gamete results. The further apart the two genes sit on the chromosome, the more likely a chiasma is to fall between them, so the proportion of recombinants measures the distance between the loci.
recombination frequency = (number of recombinant offspring ÷ total offspring) × 100%Calculated from a test cross, where the offspring phenotypes are a direct read-out of one parent's gametes.
In the figure's right-hand panel, 34 + 32 = 66 recombinants out of 400 offspring gives a recombination frequency of 16.5%. Values close to zero mean tightly linked genes; values approaching 50% are indistinguishable from independent assortment, because a chiasma between the loci becomes as likely as not. A value above 50% means you have counted the parental classes as recombinant.
Deciding which classes are recombinant needs the parental chromosomes. In the figure the heterozygote came from RRYY × rryy, so it received RY on one chromosome and ry on the other, making RrYy and rryy the parental types. Had it come from RRyy × rrYY the same four classes would appear with the labels swapped.
Do not confuse the two kinds of linkage. Sex linkage is one gene sitting on the X and not the Y; autosomal linkage is two genes sharing a non-sex chromosome.
Epistasis: one gene overruling another
The other common reason a dihybrid ratio comes out wrong is that the two genes are not acting independently on the phenotype. Epistasis is one gene at one locus affecting the expression of a gene at a different locus. It usually happens because the two gene products act at different steps of the same metabolic pathway, and blocking an early step makes everything downstream irrelevant.
The tell is a modified dihybrid ratio: a set of numbers that add to 16 but are not 9 : 3 : 3 : 1, because two or more classes have merged. Three patterns cover almost every question set.
| Ratio | What is happening | Worked example |
|---|---|---|
| 9 : 3 : 4 | Recessive epistasis: the homozygous recessive at the first locus masks the second gene entirely | aa blocks pigment production, so aaB_ and aabb are both albino |
| 12 : 3 : 1 | Dominant epistasis: one dominant allele at the first locus masks the second gene | A_ produces white fruit whatever the second gene does, so A_B_ and A_bb merge |
| 9 : 7 | Complementary gene action: a dominant allele at both loci is needed for the phenotype | Both enzymes are required for pigment, so A_bb, aaB_ and aabb are all colourless |
Read the merged classes to identify the pattern. In 9 : 3 : 4 the 4 is 3 + 1, the double recessive joined by the class sharing its epistatic genotype; in 12 : 3 : 1 the 12 is 9 + 3; in 9 : 7 the 7 is 3 + 3 + 1, so only the double dominant shows anything at all. A fourth pattern, 13 : 3, turns up occasionally, where the 13 is 9 + 3 + 1.
Epistasis and linkage produce different symptoms and are diagnosed differently. Epistasis changes which phenotypes appear and leaves the totals in sixteenths; linkage leaves the phenotype categories alone and changes their proportions, usually dramatically, in favour of the parental combinations.
Chi-squared, set out the way it is marked
Observed numbers never match predicted ratios exactly, so every genetic experiment ends with the same question: is this difference the ordinary wobble of sampling, or is the hypothesis wrong? The chi-squared test answers it, and it is examined by AQA, OCR A and Cambridge International in almost identical terms. The formula and a table of critical values are provided on the paper or within the question in all three, so the marks are for method and conclusion rather than recall.
χ² = Σ (O − E)² ÷ EO is each observed count and E the expected count for the same category. Both must be actual numbers of individuals — never percentages, proportions or the ratio itself.
Start with the null hypothesis, and write it down. It always says there is no significant difference between the observed results and those expected — here, on a 9 : 3 : 3 : 1 ratio. A conclusion that never mentions it is incomplete.
Get the expected values from the ratio and the total. With 160 offspring and a 9 : 3 : 3 : 1 prediction the parts add to 16, so one part is 10 and the expected numbers are 90, 30, 30 and 10. Check they sum back to the total; if they do not, the arithmetic is already wrong.
Degrees of freedom is the number of categories minus one — here 4 − 1 = 3. It is not the number of individuals minus one, which is the commonest error on this topic and turns a correct statistic into a wrong conclusion. The reasoning is that once three class totals and the overall total are known, the fourth is fixed, so only three were free to vary.
Compare against the critical value at p = 0.05, the conventional threshold in biology: the value the statistic would exceed only 5% of the time if the null hypothesis were true.
| Degrees of freedom | Critical value at p = 0.05 | Critical value at p = 0.01 |
|---|---|---|
| 1 | 3.84 | 6.64 |
| 2 | 5.99 | 9.21 |
| 3 | 7.81 | 11.34 |
| 4 | 9.49 | 13.28 |
| 5 | 11.07 | 15.09 |
One row of that table is worth a sentence, because printed tables disagree about it. At three degrees of freedom the exact critical value is 7.8147, so it rounds to 7.81 — but plenty of school tables print 7.82, having rounded 7.815 upwards at an earlier step. Use whichever your own booklet gives. The gap is far too small to change a verdict: if your χ² lands between 7.81 and 7.82 you are so close to the boundary that the honest conclusion is that the test cannot separate the hypotheses, whichever value you compare against.
If χ² is below the critical value, the difference is not significant: accept the null hypothesis and attribute the deviation to chance. If χ² is equal to or greater than the critical value, the difference is significant at the 5% level: reject the null hypothesis, because a difference this large would arise by chance less than 5 times in 100. Rejecting it does not say what is going on, only that chance alone is not enough: linkage, epistasis and differential survival are then the candidates.
Two practical cautions. Expected values below about 5 make the test unreliable, so a cross producing only three individuals in a class is not worth testing. And a non-significant result never proves a hypothesis; it shows the data give no reason to abandon it.
A test cross that fails the test
A dihybrid test cross produces 400 offspring in four phenotype classes: 168, 34, 32 and 166. The expected ratio for unlinked genes is 1 : 1 : 1 : 1. Carry out a chi-squared test and state what the result suggests.
Null hypothesis: there is no significant difference between the observed numbers and those expected from a 1 : 1 : 1 : 1 ratio.
Expected numbers: 400 ÷ 4 = 100 in each class.
The four terms are (68)² ÷ 100 = 46.24, (−66)² ÷ 100 = 43.56, (−68)² ÷ 100 = 46.24 and (66)² ÷ 100 = 43.56. Adding them gives χ² = 179.6.
Degrees of freedom = 4 − 1 = 3, and the critical value at p = 0.05 is 7.81. Since 179.6 is far greater than 7.81, the difference is significant at the 5% level and the null hypothesis is rejected: a deviation this large would occur by chance less than 5 times in 100.
The pattern identifies the cause. Two classes are in large excess and two are scarce, the signature of autosomal linkage: 168 and 166 are the parental combinations and 34 and 32 the recombinants, a recombination frequency of 66 ÷ 400 × 100 = 16.5%.
TRY IT — Writing the conclusion sentence
A student crosses two heterozygous plants and obtains 88 tall and 24 dwarf offspring, predicting a 3 : 1 ratio. They calculate χ² correctly as 0.76. Write the conclusion they should give, including every element a mark scheme expects.
Check your answer
Expected values: 112 offspring in the ratio 3 : 1 gives 84 tall and 28 dwarf. Degrees of freedom = 2 − 1 = 1, and the critical value at p = 0.05 with 1 degree of freedom is 3.84.
The conclusion: χ² = 0.76 is less than the critical value of 3.84 at p = 0.05 with 1 degree of freedom, so the difference between the observed and expected results is not significant. The null hypothesis is accepted, and the deviation from a 3 : 1 ratio is due to chance.
Four things have to appear: the comparison of the statistic with the critical value, the degrees of freedom, the probability level, and a verdict on the null hypothesis. 'It is not significant' on its own is one mark out of three or four.
Note the degrees of freedom. Two phenotype classes give 1, not 3 — the number comes from the categories in this cross, not from the four classes of a dihybrid.
In the exam
- Get the gametes right first. RrYy gives RY, Ry, rY and ry; writing RR or Yy as a gamete loses the question in its first line.
- 9 : 3 : 3 : 1 assumes the genes are on different chromosomes. If a question hands you numbers that are nowhere near it, linkage and epistasis are the two things to think about.
- Chi-squared uses raw counts. Converting to percentages first changes the answer and is a standard mark scheme rejection.
- Degrees of freedom is categories minus one. Not individuals, not individuals minus one.
- Write the conclusion in full: statistic against critical value, degrees of freedom, probability level, verdict on the null hypothesis. Each is separately credited.
Check yourself
In a species of rodent, coat colour is controlled by two genes. Allele A is needed for any pigment to be made and is dominant to a; allele B produces black pigment and is dominant to b, which produces brown. Two rodents of genotype AaBb are crossed and produce 96 offspring. Predict the numbers of each coat colour, name the phenomenon involved, and state what a chi-squared test with 2 degrees of freedom would need to show for the prediction to stand.
Answer
The dihybrid classes from AaBb × AaBb are 9 A_B_ : 3 A_bb : 3 aaB_ : 1 aabb. Without allele A no pigment is made, so aaB_ and aabb are both white and merge into one class of 4.
The prediction is therefore 9 black : 3 brown : 4 white. Of 96 offspring, one sixteenth is 6, so the expected numbers are 54 black, 18 brown and 24 white.
The phenomenon is recessive epistasis: the homozygous recessive genotype aa at the first locus masks the expression of the gene at the second locus.
There are three phenotype classes, so degrees of freedom is 3 − 1 = 2 and the critical value at p = 0.05 is 5.99. For the prediction to stand, the calculated χ² must be below 5.99, so that the difference between observed and expected is not significant and the null hypothesis is accepted.
Questions
Question 15 marks
Two rodents heterozygous at two loci are crossed and produce 160 offspring: 84 black, 36 brown and 40 white. Recessive epistasis predicts a 9 : 3 : 4 ratio. Calculate the value of chi-squared for these results, and state whether the difference between observed and expected numbers is significant at p = 0.05.
Mark scheme
- M1 the parts of the ratio add to 16 and 160 ÷ 16 = 10, so the expected numbers are 90 black, 30 brown and 40 white, which add back to 160
- M1 each term is the difference squared divided by the expected value: 36 ÷ 90, 36 ÷ 30 and 0 ÷ 40
- A1 the terms are 0.40, 1.20 and 0, so chi-squared = 1.6
- B1 there are three phenotype classes, so the degrees of freedom are 3 − 1 = 2 and the critical value at p = 0.05 is 5.99
- A1 1.6 is below 5.99, so the difference is not significant, the null hypothesis is accepted and the deviation from 9 : 3 : 4 is attributed to chance
Question 24 marks
A pea plant of genotype RrYy is crossed with a plant of genotype rryy. Explain why four phenotypes are expected among the offspring in equal numbers, and explain what a large departure from those equal numbers would suggest.
Mark scheme
- B1 a gamete receives one allele of each gene, and because the two genes are on different chromosomes the choice at one locus is independent of the choice at the other
- B1 this is independent assortment at metaphase I, so RrYy produces RY, Ry, rY and ry in equal numbers
- B1 the double recessive parent contributes ry to every offspring, so the offspring phenotypes read out directly the gametes the first parent made
- A1 a large excess of two classes and a shortage of the other two would suggest the genes are autosomally linked, so they cannot assort independently and only crossing over produces the scarce recombinant classes
Question 34 marks
In a flowering plant, two enzymes act one after the other to convert a colourless precursor into a purple pigment. A cross between two plants heterozygous at both loci gives 9 purple : 7 white offspring. Suggest an explanation for this ratio.
Mark scheme
- B1 this is complementary gene action, a form of epistasis: a dominant allele is needed at both loci for any pigment to be made
- B1 a plant of genotype A_bb makes the first enzyme but not the second, and a plant of genotype aaB_ makes the second but not the first, so in each the pathway is blocked and the flower stays white
- B1 those two classes, 3 and 3 in sixteenths, join the double recessive class of 1, which makes neither enzyme, giving 7 white in every 16
- A1 only the A_B_ class, 9 in every 16, makes both enzymes and completes the pathway to pigment, so the total is still in sixteenths and the classes have merged rather than changed in proportion
Question 43 marks
A test cross between a doubly heterozygous fruit fly and a double recessive produces 300 offspring in four phenotype classes: 145, 15, 12 and 128. Calculate the recombination frequency for these two genes.
Mark scheme
- M1 the two classes in large excess, 145 and 128, are the parental combinations, so the recombinants are the two scarce classes: 15 + 12 = 27
- M1 recombination frequency is the number of recombinant offspring divided by the total and multiplied by 100, so 27 ÷ 300 × 100
- A1 9 per cent, a low value showing the two loci lie close together on the same chromosome
Question 53 marks
Compare the effect of autosomal linkage with the effect of epistasis on the offspring numbers obtained from a cross involving two genes.
Mark scheme
- B1 linkage arises because the two genes sit on the same chromosome and cannot assort independently, whereas epistasis arises because one gene affects the expression of the gene at the other locus, usually through a shared pathway
- B1 linkage leaves all the phenotype classes present but shifts the proportions heavily in favour of the parental combinations, whereas epistasis merges classes so fewer phenotypes appear
- B1 an epistatic ratio still adds to sixteen parts, such as 9 : 3 : 4 or 9 : 7, whereas a linked test cross departs from 1 : 1 : 1 : 1 by an amount that measures the distance between the loci
Question 62 marks
State the phenotype ratio expected among the offspring of a cross between two organisms heterozygous at two unlinked loci, and state the ratio expected from a dihybrid test cross.
Mark scheme
- B1 9 : 3 : 3 : 1 from the cross between two double heterozygotes
- B1 1 : 1 : 1 : 1 from the dihybrid test cross
Worth remembering
- RrYy makes four gametes in equal numbers; a dihybrid selfing gives 9 : 3 : 3 : 1 and a dihybrid test cross gives 1 : 1 : 1 : 1.
- Linkage shows as an excess of the two parental classes; recombination frequency is recombinants over total, and never exceeds 50%.
- Epistasis merges classes and keeps the total in sixteenths: 9 : 3 : 4, 12 : 3 : 1 and 9 : 7 are the ones to recognise.
- χ² = Σ (O − E)² ÷ E, on raw counts, with expected values built from the ratio.
- Degrees of freedom = categories − 1; at p = 0.05 the critical values run 3.84, 5.99, 7.81, 9.49, 11.07 for 1 to 5 degrees of freedom.
- A large χ² argues against your hypothesis, not for it.