Yupeng Chang

Yupeng Chang, Xu Wang, Jindong Wang et al. · cmu, pku

Large language models (LLMs) are gaining increasing popularity in both academia and industry, owing to their unprecedented performance in various applications. As LLMs continue to play a vital role in both research and daily use, their evaluation becomes increasingly critical, not only at the task level, but also at the society level for better understanding of their potential risks. Over the past years, significant efforts have been made to examine LLMs from various perspectives. This paper presents a comprehensive review of these evaluation methods for LLMs, focusing on three key dimensions: what to evaluate, where to evaluate, and how to evaluate. Firstly, we provide an overview from the perspective of evaluation tasks, encompassing general natural language processing tasks, reasoning, medical usage, ethics, educations, natural and social sciences, agent applications, and other areas. Secondly, we answer the `where' and `how' questions by diving into the evaluation methods and benchmarks, which serve as crucial components in assessing performance of LLMs. Then, we summarize the success and failure cases of LLMs in different tasks. Finally, we shed light on several future challenges that lie ahead in LLMs evaluation. Our aim is to offer invaluable insights to researchers in the realm of LLMs evaluation, thereby aiding the development of more proficient LLMs. Our key point is that evaluation should be treated as an essential discipline to better assist the development of LLMs. We consistently maintain the related open-source materials at: https://github.com/MLGroupJLU/LLM-eval-survey.

Yupeng Chang, Yi Chang, Yuan Wu

Parameter-efficient fine-tuning (PEFT) has become a de facto standard for adapting large language models (LLMs). However, we identify a critical vulnerability within popular low-rank adaptation methods such as LoRA: they can exacerbate "Catastrophic Inheritance" - the unchecked propagation of biases, noise, and data imbalances from pre-training. This phenomenon can degrade model robustness and fairness, undermining the benefits of efficient adaptation. To address this, we introduce Bias-Alleviating Low-Rank Adaptation (BA-LoRA). Our approach is founded on a principled decomposition of Catastrophic Inheritance into three core challenges: Knowledge Drift, Representation Collapse, and Overfitting to Noise. BA-LoRA systematically mitigates these issues by incorporating a trio of targeted regularizers: consistency, diversity, and an SVD-based term, designed to preserve core knowledge, promote representational richness, and encourage robust, low-rank output representations, respectively. We conduct comprehensive evaluations on a suite of Natural Language Generation (NLG) and Natural Language Understanding (NLU) tasks using diverse, prominent open-source language models (e.g., LLaMA-2-7B and DeBERTa-v3-base). Our results show that BA-LoRA not only outperforms state-of-the-art LoRA variants in terms of performance and stability, but also demonstrates superior robustness and bias mitigation on targeted evaluations. These results provide evidence that BA-LoRA can counteract the adverse effects of Catastrophic Inheritance.

Yupeng Chang, Yuan Wu, Yi Chang

Low-Rank Adaptation (LoRA) is a widely used parameter-efficient fine-tuning (PEFT) method for large language models. Under a fixed rank budget, LoRA parameterizes each adapted weight through a single low-dimensional input-side pathway, which may couple heterogeneous behaviors through shared input directions and induce interference during optimization. We propose Static Orthogonal Subspace LoRA (SOS-LoRA), a drop-in extension that reparameterizes a rank-rtot update as a sum of K static (always-on, non-routed) low-rank experts. SOS-LoRA (i) decomposes the total rank across experts, (ii) applies a fixed multi-scale scaling scheme to encourage scale-separated optimization dynamics, and (iii) promotes diverse input-side directions via cross-expert orthogonal initialization and a lightweight regularizer. SOS-LoRA remains fully mergeable, adding no inference-time parameters or latency after merging. Experiments on reasoning and knowledge-intensive benchmarks (Llama 2/3), encoder-based NLU (GLUE), and math reasoning (GSM8K/MATH) show consistent gains over matched-budget LoRA baselines and recent variants. Code is available at https://github.com/llm172/sos-lora.

Yupeng Chang, Yi Chang, Yuan Wu

Parameter-efficient fine-tuning (PEFT) has become a de facto standard for adapting Large Language Models (LLMs). However, we identify a critical vulnerability within popular low-rank adaptation methods like LoRA: their tendency to exacerbate "Catastrophic Inheritance" - the unchecked propagation of biases, noise, and data imbalances from pre-training. This phenomenon can degrade model robustness and fairness, undermining the benefits of efficient adaptation. To address this, we introduce Bias-Alleviating Low-Rank Adaptation (BA-LoRA). Our approach is founded on a principled decomposition of Catastrophic Inheritance into three core challenges: Knowledge Drift, Representation Collapse, and Overfitting to Noise. BA-LoRA systematically mitigates these issues by incorporating a trio of targeted regularizers - consistency, diversity, and SVD - designed to preserve core knowledge, enforce representational richness, and promote robust, low-rank output representations. We conduct comprehensive evaluations on a suite of natural language understanding (NLU) and generation (NLG) tasks using diverse, prominent open-source language models (e.g., LLaMA-2-7B and DeBERTa-v3-base). Our results show that BA-LoRA not only outperforms state-of-the-art LoRA variants in terms of performance and stability, but also demonstrates quantitatively superior robustness and bias mitigation on targeted evaluations. This confirms its ability to counteract the adverse effects of Catastrophic Inheritance.

Yupeng Chang, Yi Chang, Yuan Wu

Large language models (LLMs) face significant challenges when balancing multiple high-level objectives, such as generating coherent, relevant, and high-quality responses while maintaining efficient task adaptation across diverse tasks. To address these challenges, we introduce Transfer-Prompting, a novel two-stage framework designed to enhance cross-task adaptation in prompt generation. The framework comprises two key components: (1) source prompt construction, which refines the original prompts on source task datasets to generate source prompts with enhanced generalization ability, and (2) target prompt generation, which enhances cross-task adaptation of target prompts by fine-tuning a set of high-scored source prompts on task-specific datasets. In each optimization cycle, a reference LLM generates candidate prompts based on historical prompt-score pairs and task descriptions in our designed reference prompt. These candidate prompts are refined iteratively, while a scorer LLM evaluates their effectiveness using the multi-dimensional metrics designed in the objective prompts evaluator-a novel contribution in this work that provides a holistic evaluation of prompt quality and task performance. This feedback loop facilitates continuous refinement, optimizing both prompt quality and task-specific outcomes. We validate Transfer-Prompting through extensive experiments across 25 LLMs, including 7 foundational models and 18 specialized models, evaluated on 9 diverse datasets. The results demonstrate that Transfer-Prompting significantly improves task-specific performance, highlighting its potential for enhancing cross-task adaptation in LLMs. The code is available at https://github.com/llm172/Transfer-Prompting.

Yupeng Chang, Yuan Wu, Yi Chang

Critic-free reinforcement learning with verifiable rewards (RLVR), exemplified by Group Relative Policy Optimization (GRPO), avoids training a value function (critic) and reduces memory and compute overhead relative to critic-based PPO pipelines for aligning large language models. However, GRPO-style advantage estimation depends on prompt-local (within-prompt-group) reward statistics and can be unstable. In particular, when all rollouts in a prompt group receive identical rewards, the within-group reward variance becomes zero, and group normalization yields zero advantages for that group, impeding learning in cold-start regimes with binary verifiers. We introduce BV-Blend, a critic-free framework that stabilizes advantage estimation by combining prompt-local on-policy statistics with semantic-cluster-conditioned historical moments. BV-Blend maintains EMA-tracked reward moments for each cluster, derives a confidence weight from a standard error of the mean (SEM) proxy, and uses this weight to blend historical and prompt-local baseline and variance statistics into a standardized advantage for PPO-style clipped updates. Experiments on verifiable reasoning benchmarks show that BV-Blend improves training stability and performance, and remains robust in regimes where group-normalized methods may stall.

Yupeng Chang, Chenlu Guo, Yi Chang et al.

Parameter-efficient fine-tuning (PEFT), particularly Low-Rank Adaptation (LoRA), adapts large language models (LLMs) by training only a small fraction of parameters. However, as the rank of the low-rank matrices used for adaptation increases, LoRA often exhibits an unstable "double descent" phenomenon, characterized by transient divergence in the training loss, which delays convergence and impairs generalization by causing instability due to the attraction to sharp local minima. To address this, we introduce LoRA-MGPO, a framework that incorporates Momentum-Guided Perturbation Optimization (MGPO). MGPO stabilizes training dynamics by mitigating the double descent phenomenon and guiding weight perturbations using momentum vectors from the optimizer's state, thus avoiding dual gradient computations. Additionally, an adaptive normalization scheme scales the magnitude of perturbations based on an exponential moving average (EMA) of gradient norms, further enhancing stability. While EMA controls the magnitude of the perturbations, MGPO guides their direction, ensuring a more stable optimization trajectory. Experiments on a suite of natural language understanding and generation benchmarks show that LoRA-MGPO consistently achieves superior performance over LoRA and other PEFT methods. The analysis indicates that LoRA-MGPO leads to smoother loss curves, faster convergence, and improved generalization by stabilizing the training process and mitigating the attraction to sharp minima.