Phenotypic Stability Models User Guide

Step-by-step guide for evaluating multi-environment parametric stability statistics including Eberhart & Russell linear regression, Wricke's Ecovalence, Shukla's Stability Variance, Francis CV, and Lin & Binns Superiority Index.

1. INTRODUCTION

The Phenotypic Stability Models Module provides a comprehensive suite of parametric statistical stability procedures for evaluating factor performance across variable test environments. When conducting multi-site trials, identifying factor levels that exhibit high mean performance paired with consistent, predictable stability across environmental conditions is a primary objective.

This module computes classic linear regression stability parameters (Eberhart & Russell, Finlay & Wilkinson) alongside variance-based stability metrics (Wricke's Ecovalence, Shukla's Variance, Francis CV %, Lin & Binns Superiority Index).

Supported Stability Models:

2. AVAILABLE OPTIONS & SETTINGS

The control panel and header toolbar provide options for mapping factors, selecting specific stability models, alpha levels, and precision:

Control / Parameter Description Statistical Purpose When to Select / Set
Primary Factor Column (Treatment) Categorical column identifying treatment entries or sample entities. Defines primary factor levels evaluated for stability metrics. Required. Map to your treatment factor column.
Environment Column (Location / Site) Categorical column identifying trial locations, testing sites, or environmental conditions. Defines environmental testing sites for environmental index calculation. Required. Map to your environment/site column.
Replication Column Categorical column identifying trial replication blocks (e.g., Rep_1, Rep_2). Isolates environmental block error variance within each testing location. Map column containing replicate/block tags.
Target Quantitative Traits Selects continuous numeric response measurement columns. Computes regression slopes, deviation mean squares, ecovalence, and superiority indices. Select one or multiple quantitative outcome columns.
Alpha Level Significance error threshold (5% / 0.05 or 1% / 0.01). Establishes critical limits for testing bi = 1.0 and S2di = 0.0 hypothesis tests. Set to 5% for standard research or 1% for strict control.
Decimal Precision Controls rounding precision for stability summary tables (1, 2, 3, or 4 places). Ensures uniform display precision across output summary tables. Set to 2 or 3 decimal places for general reporting.

3. INPUT DATA FORMAT REQUIREMENT

Datasets must follow a tidy tabular structure (.xlsx or .csv). Each row represents an individual observation plot or trial unit containing treatment labels, environment site tags, and continuous trait measurements:

Stability_Dataset.xlsx — Sheet1 Format: Multi-Environment Tabular Format
Replicate Treatment_Group Environment_Site Response_Metric_1 Response_Metric_2
Rep_1Treatment_01Location_Alpha124.5018.20
Rep_2Treatment_01Location_Alpha127.1018.90
Rep_1Treatment_01Location_Beta110.4015.80
Rep_2Treatment_01Location_Beta112.8016.30
Rep_1Treatment_02Location_Alpha145.8023.40
Rep_2Treatment_02Location_Alpha148.2024.10

4. STATISTICAL FOUNDATIONS & METRICS (PLAIN TEXT DEFINITIONS)

The mathematical concepts behind stability models are defined in plain text below:

Environmental Index

Plain Text Definition:

The average outcome value across all treatments in a specific environment minus the grand mean value across all treatments and environments, expressing environmental quality (favorable vs stress site).

Eberhart & Russell Regression Slope (bi)

Plain Text Definition:

The linear regression slope of a factor's mean performance plotted against environmental index values. A slope bi = 1.0 indicates average response sensitivity; bi > 1.0 indicates high sensitivity to favorable environments; bi < 1.0 indicates resistance to poor environments.

Deviation Mean Square (S2di)

Plain Text Definition:

The mean square of deviations of a factor's performance from its linear regression slope across environments. A deviation S2di = 0.0 indicates predictable linear stability; significant S2di > 0 indicates unpredictable non-linear response.

Wricke's Ecovalence (Wi)

Plain Text Definition:

The sum of squared interaction deviations attributable to a specific factor across all test environments. Lower Wi values reflect high stability and low interaction contribution.

Shukla's Stability Variance (sig2i)

Plain Text Definition:

An unbiased variance component estimate of the factor-by-environment interaction for a specific factor entry. Tested with an F-statistic against residual experimental error.

Lin & Binns Superiority Index (Pi)

Plain Text Definition:

The mean squared distance between a factor's performance and the maximum performance achieved by any factor in each environment. Lower Pi values indicate general superiority across all environments.

5. STEP-BY-STEP WORKFLOW

  1. Upload Dataset: Open the sidebar panel and upload your multi-environment spreadsheet (.xlsx or .csv).
  2. Map Factor Columns: Assign categorical dataset columns to Primary Factor (Treatment) and Environment (Location/Site).
  3. Map Replication Column: Select your trial replication/block column (e.g., Rep_1, Rep_2).
  4. Select Outcome Traits: Check one or more continuous response measurement columns from the variable list.
  5. Set Header Controls: Select alpha level (5% or 1%) and decimal precision (1 to 4).
  6. Run Stability Analysis: Click the bold Run Analysis button.
  7. Inspect Stability Tables & Scatter Charts: Review Eberhart & Russell regression slopes (bi) and deviations (S2di), Wricke's Ecovalence (Wi), Shukla's Variance (sig2i), Lin & Binns Superiority (Pi), and Francis CV quadrant scatter plots.
  8. Export Reports: Download formatted reports in Excel (.xlsx), Word (.docx), PowerPoint (.pptx), or high-res image formats.

6. SAMPLE RESULTS & INTERPRETATION

Below is an example of a Unified Stability Parameters Summary Table:

Multi-Model Phenotypic Stability Summary Table Alpha = 0.05 | Evaluated across 5 Environments
Treatment Entry Mean Trait Value Regression Slope (bi) Deviation MS (S2di) Wricke Ecovalence (Wi) Shukla Variance (sig2i) Lin & Binns Superiority (Pi) Stability Diagnosis
Treatment_01 138.50 1.02 1.25 ns 14.20 4.15 ns 12.40 Highly Stable & High Performing
Treatment_02 145.80 1.48 ** 2.10 ns 42.80 13.50 * 8.50 Adapted to High-Input Environments
Treatment_03 112.40 0.65 ** 1.85 ns 28.50 8.90 ns 45.20 Adapted to Stress Environments
Treatment_04 125.10 0.98 18.45 ** 95.40 31.20 ** 28.90 Unstable / Unpredictable Performance

How to Read Stability Output:

7. BEST PRACTICES & TIPS

Combining Mean & Stability

Never select factor entries based on stability parameters alone; always evaluate stability parameters alongside overall mean performance.

Minimum Environment Requirement

Linear regression stability models (Eberhart & Russell) require evaluations across at least 4 to 5 distinct environmental sites to establish reliable regression slopes.

Cite DATES in Research Papers

If you use the DATES Stability module for experimental data analysis in published scientific research, please cite it as follows:

@software{dates_app_2026, author = {DATES Development Team}, title = {DATES: Data Analysis and Trial Evaluation System}, year = {2026}, url = {https://dates-app.org}, note = {Multi-Environment Analysis — Phenotypic Stability Models Module} }