hermes-agent/optional-skills/mlops/simpo/references/hyperparameters.md

Hyperparameters

Complete guide to SimPO hyperparameter selection and tuning.

Overview

Key hyperparameters in SimPO:

1. Learning Rate - Most critical
2. Beta (β) - Reward scaling
3. Gamma-Beta Ratio (γ/β) - Target margin
4. SFT Weight - Regularization strength

Learning Rate

Recommended Ranges

By model size:

Model Size	Learning Rate	Notes
1B-3B	5e-7 to 1e-6	Higher end safe
7B-8B	3e-7 to 5e-7	Standard
13B-30B	1e-7 to 3e-7	Lower for stability
70B+	5e-8 to 1e-7	Very conservative

By task type:

Task	Learning Rate	Reason
General chat	5e-7	Standard
Code generation	3e-7	Precise reasoning
Math reasoning	3e-7	Careful optimization
Creative writing	1e-6	More aggressive OK

Why Learning Rate Matters

Too high (> 1e-6 for 7B):

• Loss divergence
• Catastrophic forgetting
• Unstable training

Too low (< 1e-7 for 7B):

• Very slow convergence
• May not finish in time
• Undertraining

Optimal (3e-7 to 5e-7 for 7B):

• Stable convergence
• Good final performance
• Efficient training

Config Examples

Mistral 7B (general):

learning_rate: 5e-7
num_train_epochs: 1
warmup_ratio: 0.1
lr_scheduler_type: cosine

Llama 3 8B (reasoning):

learning_rate: 3e-7
num_train_epochs: 1
warmup_ratio: 0.1
lr_scheduler_type: cosine

Gemma 2 9B (creative):

learning_rate: 1e-6
num_train_epochs: 1
warmup_ratio: 0.1
lr_scheduler_type: linear

Beta (β)

Recommended Values

Range: 2.0 to 10.0 (much higher than DPO's 0.01-0.1)

By preference strength:

Beta	Preference Strength	Use Case
1.0-2.0	Weak	Subtle preferences
2.0-5.0	Standard	General alignment
5.0-10.0	Strong	Clear preferences

Default: 2.0 to 2.5

Why Beta Matters

Low beta (< 2.0):

• Weak reward signal
• Slow preference learning
• May underfit

High beta (> 10.0):

• Very strong reward signal
• Risk of overfitting
• May ignore weak preferences

Optimal (2.0-5.0):

• Balanced reward scaling
• Stable training
• Good generalization

Interaction with Gamma

Beta and gamma together:

Target margin in reward space = gamma
Target margin in logit space = gamma / beta

Example:

beta: 2.0
gamma_beta_ratio: 0.5
# Effective gamma = 2.0 * 0.5 = 1.0

Config Examples

Weak preferences:

beta: 2.0
gamma_beta_ratio: 0.3  # Small margin

Standard:

beta: 2.5
gamma_beta_ratio: 0.5  # Default

Strong preferences:

beta: 5.0
gamma_beta_ratio: 0.7  # Larger margin

Gamma-Beta Ratio (γ/β)

Recommended Values

Range: 0.0 to 1.0

By scenario:

Ratio	Margin	Use Case
0.0-0.3	Small	Weak preference data
0.4-0.6	Standard	General use
0.7-1.0	Large	Very clear preferences

Default: 0.5

Why Gamma Matters

Low gamma (< 0.3):

• Small target margin
• Less aggressive alignment
• More conservative

High gamma (> 0.7):

• Large target margin
• Stronger alignment
• More aggressive

Optimal (0.4-0.6):

• Balanced margin
• Stable training
• Good alignment

Mathematical Meaning

In loss function:

logits = pi_logratios - gamma_beta_ratio
loss = -log(sigmoid(beta * logits))

Interpretation:

• gamma_beta_ratio shifts the decision boundary
• Higher ratio = requires larger log prob difference
• Controls how "clear" preferences must be

Config Examples

Noisy preferences:

gamma_beta_ratio: 0.3  # Smaller margin, more tolerant

Standard:

gamma_beta_ratio: 0.5  # Default

High-quality preferences:

gamma_beta_ratio: 0.8  # Larger margin, stricter

SFT Weight

Recommended Values

Range: 0.0 to 1.0

By model type:

Model Type	SFT Weight	Reason
Base model	0.0	No prior capabilities
Instruct model	0.05-0.1	Preserve instruction following
Chat model	0.1-0.2	Preserve conversational skills

Default: 0.0 (no SFT regularization)

Why SFT Weight Matters

Zero SFT (0.0):

• Pure preference optimization
• May forget capabilities
• Standard for base models

Low SFT (0.05-0.1):

• Balanced approach
• Recommended for instruct models
• Slight capability preservation

High SFT (> 0.2):

• Strong capability preservation
• Weaker preference alignment
• May reduce alignment gains

Trade-off

Total Loss = SimPO Loss + (sft_weight * SFT Loss)

Example:

sft_weight: 0.1
# 90% preference optimization + 10% capability preservation

Config Examples

Base model (no SFT):

model_name_or_path: mistralai/Mistral-7B-v0.1
sft_weight: 0.0

Instruct model (light SFT):

model_name_or_path: meta-llama/Meta-Llama-3-8B-Instruct
sft_weight: 0.1

Chat model (moderate SFT):

model_name_or_path: HuggingFaceH4/zephyr-7b-beta
sft_weight: 0.2

Model-Size-Specific Recommendations

7B Models (Mistral, Llama 3)

Standard config:

learning_rate: 5e-7
beta: 2.0
gamma_beta_ratio: 0.5
sft_weight: 0.0  # 0.1 if instruct model
num_train_epochs: 1
per_device_train_batch_size: 2
gradient_accumulation_steps: 4

8B-13B Models

Standard config:

learning_rate: 3e-7
beta: 2.5
gamma_beta_ratio: 0.5
sft_weight: 0.1  # If instruct
num_train_epochs: 1
per_device_train_batch_size: 1
gradient_accumulation_steps: 8

70B Models

Standard config:

learning_rate: 1e-7
beta: 2.0
gamma_beta_ratio: 0.5
sft_weight: 0.05
num_train_epochs: 1
per_device_train_batch_size: 1
gradient_accumulation_steps: 16

Batch Size & Gradient Accumulation

Effective Batch Size

Effective Batch Size = per_device_batch_size * num_gpus * grad_accum_steps

Recommended effective batch sizes:

• 7B: 128-256
• 13B: 64-128
• 70B: 32-64

Config Examples

Single GPU (A100 40GB):

per_device_train_batch_size: 1
gradient_accumulation_steps: 128  # Effective batch = 128

4 GPUs (A100 40GB):

per_device_train_batch_size: 2
gradient_accumulation_steps: 16  # Effective batch = 2*4*16 = 128

8 GPUs (A100 80GB):

per_device_train_batch_size: 2
gradient_accumulation_steps: 8  # Effective batch = 2*8*8 = 128

Loss Type

Sigmoid vs Hinge

Sigmoid (default, recommended):

loss_type: sigmoid
label_smoothing: 0.0

Hinge (experimental):

loss_type: hinge
# No label smoothing for hinge

When to use hinge:

• Margin-based tasks
• SVM-style optimization
• Experimental purposes

Generally: Stick with sigmoid

Tuning Guide

Step 1: Start with Defaults

learning_rate: 5e-7  # For 7B
beta: 2.0
gamma_beta_ratio: 0.5
sft_weight: 0.0  # 0.1 if instruct
loss_type: sigmoid

Step 2: Monitor Training

Check every 100 steps:

• Loss curve (should decrease smoothly)
• Reward margin (should increase)
• Chosen/rejected logps (should separate)

Step 3: Adjust if Needed

If loss diverges:

learning_rate: 3e-7  # Reduce from 5e-7
beta: 1.0           # Reduce from 2.0

If loss plateaus early:

learning_rate: 1e-6  # Increase from 5e-7
beta: 5.0           # Increase from 2.0

If model forgets:

sft_weight: 0.2  # Increase from 0.0

Complete Example Configs

Mistral 7B Base (Standard)

model_name_or_path: mistralai/Mistral-7B-v0.1
dataset_mixer:
  HuggingFaceH4/ultrafeedback_binarized: 1.0

learning_rate: 5e-7
beta: 2.0
gamma_beta_ratio: 0.5
loss_type: sigmoid
sft_weight: 0.0

num_train_epochs: 1
per_device_train_batch_size: 2
gradient_accumulation_steps: 4
warmup_ratio: 0.1
lr_scheduler_type: cosine

bf16: true
gradient_checkpointing: true

Llama 3 8B Instruct (Reasoning)

model_name_or_path: meta-llama/Meta-Llama-3-8B-Instruct
dataset_mixer:
  argilla/distilabel-math-preference-dpo: 1.0

learning_rate: 3e-7
beta: 5.0
gamma_beta_ratio: 0.7
loss_type: sigmoid
sft_weight: 0.1

num_train_epochs: 1
per_device_train_batch_size: 1
gradient_accumulation_steps: 16
warmup_ratio: 0.1
lr_scheduler_type: cosine

References

• SimPO paper: https://arxiv.org/abs/2405.14734
• Alignment Handbook: https://github.com/huggingface/alignment-handbook