The eigenvalue problem that is not linear

A matrix that depends on its own eigenvalue

A damped structure does not produce Ax = λx. It produces (λ²M + λC + K)x = 0, where the matrix whose null vector is wanted is a function of the number being solved for — so there is nothing to factorise, an n × n problem has 2n answers, and the eigenvectors cannot be a basis.

Worth reading first: Where the drift lands · The roots are not the coefficients · An equation whose unknown is a matrix.

Every eigenvalue problem this collection has met so far is a question about a matrix that is sitting still. Ax = λx gives one matrix and asks which directions it does not turn. Ax = λBx gives two and asks the same question about their pencil. In both cases the data is fixed before the question is asked, and everything that follows — a Hessenberg reduction, a shift, a Schur form — is arithmetic performed on numbers that do not move.

A damped structure does not produce either of them.

Write down a chain of masses joined by springs, add damping proportional to velocity, and the equation of motion is Mü + Cu̇ + Ku = 0. Look for solutions that decay or oscillate at a single rate, u(t) = e^λtx, and what comes back is

Q(λ)x = (λ²M + λC + K)x = 0.

The matrix whose null vector is wanted is a function of the number being solved for. There is no matrix to factorise, because Q is not a matrix: it is a matrix-valued polynomial, and the object with a spectrum is the polynomial rather than any one of its values.

The 16 eigenvalues of an 8 × 8 quadratic eigenvalue problem, computed and in closed formλ²M + λC + K for a chain of 8 masses with C = 0.3M + 0.1K. The crosses are the closed form — one scalar quadratic per eigenvalue of K, whose roots are known exactly — and the discs are the eigenvalues a real Schur factorisation returns from the 16 × 16 first companion linearisation. There are 16 of them for a matrix with 8 rows, of which 16 are complex and arrive in conjugate pairs, so the eigenvectors cannot be independent: 9 vectors in 8 dimensions never are. The worst disagreement between the two routes is 2.12·10⁻¹⁵, and the routes share nothing but the three coefficient matrices.00.0939569-2-1.24498-0.4899610.2650581.020081.7751real partimaginary parttwo routes, one spectrumeigenvalues16rows8complex16against the closed form2.1·10⁻¹⁵n rows and 2n eigenvaluesso the eigenvectors are not a basis
Fig. 1 The eigenvalues of an eight-by-eight quadratic. There are sixteen of them, the crosses are a closed form and the discs are what a real Schur factorisation of a sixteen-by-sixteen matrix returns, and the two routes agree to 10⁻¹⁴ without sharing a line of code.

Three counts that stop being true

There are 2n eigenvalues. det Q(λ) is a determinant of a matrix whose entries are quadratics in λ, so it is a polynomial of degree 2n when M is nonsingular. An eight-by-eight problem has sixteen solutions. Nothing about that is subtle and everything downstream of it is: a matrix with eight rows has produced sixteen eigenvalues, and there are only eight dimensions for their eigenvectors to live in.

So the eigenvectors are not a basis. Nine vectors in eight dimensions are dependent, as a matter of counting rather than of arithmetic. Measured at n = 6: take the seven eigenvectors belonging to the seven smallest real eigenvalues, stack them into a 6 × 7 matrix, and its smallest singular value is 10⁻¹⁵⁷ times the largest — dependent to the limit of what a double can express. Every one of those seven is a perfectly good eigenvector: each satisfies its own equation with a relative residual of 4.5·10⁻¹⁶. The pairs are right and the set is not a basis, and the two facts are unrelated.

That is worth pausing on, because a great deal of what this site has said about eigenvalue problems rests on the eigenvectors spanning something. The plane that survives what its vectors do not is about an invariant subspace being better conditioned than any vector in it; the gap decides the eigenvector is about how far apart two eigenvalues have to be for their directions to be separable. Neither statement has a quadratic analogue that can be had by translation. What replaces them is a longer story and it is not this essay’s.

And the count is not 2n when M is singular. A degree of freedom with no inertia — a massless node, a rigid link, an algebraic constraint in a model that otherwise has dynamics — makes M singular, and det Q loses degree. The missing eigenvalues are at infinity, which is the object an eigenvalue with no value is about, arriving here by a different route and for a physical reason rather than a structural one.

Where the missing eigenvalues went: an 6 × 6 quadratic with 1 of its masses removedA chain of 6 masses with the first 1 of them set to zero, so M is singular of rank 5. det Q(λ) is a polynomial of degree at most 12; interpolated exactly in BigInt rationals at 13 nodes it has degree 11, so 1 of the 12 eigenvalues are at infinity — the same object a descriptor pencil has, arriving here because a degree of freedom with no inertia is an algebraic constraint. The float route counts the singular values of M judged to be zero and reaches 1, backed by a gap of ∞ between consecutive singular values. One integer, two routes, and only the second of them is a decision.finite eigenvalues (degree of det Q)11at infinity (2n − degree)1at infinity, by the rank of M12n, if M were nonsingular12a degree, not a decisiondegree of det Q11at infinity1by the rank of M1singular-value gapthe count is a degreeand the other route is a judgement
Fig. 2 Where the missing eigenvalues went. The degree is computed exactly, in BigInt rationals, by interpolating det Q at 2n + 1 nodes; the rank of M is a decision about a gap. Two routes to one integer, and only the second of them is a judgement.

The count is measured twice and the difference between the routes is the whole of why it is drawn. det Q is interpolated exactly, in rationals, at 2n + 1 integer nodes, and its degree is read off: at n = 6 with one mass removed the degree is 11 rather than 12, with three removed it is 9. The other route asks how many singular values of M are zero, which is a rank decision, and rank is a decision rather than a property. Here the two agree at every setting, because the gap the decision rests on is between something exactly zero and something of order one. A mass that is small rather than absent is where they part company, and that is the case every model built from measurements is actually in.

The family with an answer written down

Nothing above would be worth much if the “true” spectrum were itself a computation. So the family every measurement in this field is made on is one whose eigenvalues are known in closed form.

Take M = I, K the tridiagonal model stiffness whose eigenvalues are 4sin²(jπ/2(n+1)) — the closed form this site has used since the rate the condition number predicts — and let the damping be proportional: C = αM + βK. In the basis of K’s eigenvectors, all three coefficients are diagonal at once, and the quadratic falls apart into n scalar quadratics

λ² + (α + βκⱼ)λ + κⱼ = 0.

Two roots each, 2n in total, available exactly, at every n and every α and β. That is the same standing the Hilbert inverse has on this site, and it is worth as much: proportional damping is a modelling convenience nobody believes physically, and it is the assumption that makes the answer exactly available.

The important half is that the computation being checked never sees the decoupling. It forms a 2n × 2n matrix, inverts a coefficient, and runs the same real Schur factorisation the form a real matrix can reach describes, on a matrix with no visible structure at all. Two routes that share nothing but the three coefficients, agreeing to 2.8·10⁻¹⁵ at n = 6 and 3.0·10⁻¹⁴ at n = 12.

There is no algorithm for the polynomial

Which brings up the sentence this whole field turns on: nothing anybody runs is an algorithm for Q. There is no quadratic analogue of the QR algorithm, no sequence of similarity transformations that drives a matrix polynomial towards triangular. What every library does instead is linearise: build a 2n × 2n pencil with exactly the eigenvalues of Q and hand it to the machinery that already exists.

The one every textbook writes is the first companion form,

C₁(λ) = λ [ M 0 ] + [  C  K ]
          [ 0 I ]   [ −I  0 ],

whose eigenvector is [λx; x], so the quadratic’s eigenvector is the bottom half of the linearisation’s. Check it by multiplying out: the first block row is λ²Mx + λCx + Kx, which is zero exactly when λ is an eigenvalue of Q, and the second is λx − λx.

That is an identity, exact, with nothing approximated. Three of them are used here — the first companion form, a second one that weights the coefficients differently, and a symmetric member of the DL(Q) family that keeps M, C and K symmetric if they were. All three have exactly the eigenvalues of Q, and all three reach the closed form to about 2·10⁻¹⁵ on a well-scaled problem.

Six ways of computing one spectrum, at a change of units of 100Three linearisations — the first companion form, the second, and the symmetric member of the DL(Q) family — each reduced to a standard eigenvalue problem in two ways: by inverting the leading coefficient, whose eigenvalues are λ, and by inverting the trailing one, whose eigenvalues are 1/λ. All six have exactly the eigenvalues of the quadratic in exact arithmetic. Measured against the closed form at γ = 100, the best is first/trailing at 4.383·10⁻¹⁵ and the worst first/leading at 7.489·10⁻¹⁴, a spread of 17.08. Under the leading reduction the symmetric form and the first companion form are THE SAME MATRIX — −A₁⁻¹A₀ is [[−M⁻¹C, −M⁻¹K], [I, 0]] for both — so the distinction between them is one the inversion discards, and it survives only under the trailing one.first · leading7.49·10⁻¹⁴first · trailing4.38·10⁻¹⁵second · leading2.28·10⁻¹⁴second · trailing8.86·10⁻¹⁵symmetric · leading7.49·10⁻¹⁴symmetric · trailing4.71·10⁻¹⁴all six are the same algebrabest route4.4·10⁻¹⁵worst route7.5·10⁻¹⁴spread across the six17condition of the linearisation452the spectra agreeand the arithmetic does not
Fig. 3 Six routes to one spectrum — three linearisations, each reduced to a standard eigenvalue problem two ways — on a problem whose units are sensible. They differ by a factor of seventeen at the fourteenth digit, which is noise. The essay two doors along puts the same six on a problem whose units are not.

So a reader could be forgiven for concluding that the substitution is free. It is not, and the measurement that says so is the next essay: a backward-stable answer to a problem nobody asked puts one problem through eight decades of a change of variable that is exact in both directions, and watches the linearisation stay backward stable while the quadratic loses every digit it had.

What the picture shows, and what the slider does

The hero draws the spectrum in the complex plane. Two things about it are worth reading slowly.

The eigenvalues come in conjugate pairs wherever they are complex, which is the same fact the form a real matrix can reach is about: the coefficients are real, so det Q has real coefficients, so its complex roots pair off. Each pair is one oscillating mode of the physical chain — the imaginary part is how fast it oscillates and the real part is how fast it dies away.

And the slider is the damping. At β = 0 the eigenvalues sit on an arc; raising β walks them towards the real axis, and they arrive there two at a time, stiffest mode first. Each arrival is a collision of two eigenvalues at one point, which is a double root, and a double root is a place where the accuracy of a computed eigenvalue halves — a fact with a closed-form boundary and a measurement, in every eigenvalue real, and a test that says so in advance.

At the last stop of the slider every eigenvalue is real. That family — overdamped, and the subject of its own essay — is where this field does most of its measuring, for a reason worth stating plainly: an eigenvector belonging to a complex eigenvalue is complex, and everything the libraries here hold is an array of doubles. The restriction is a real one and it is written down rather than hidden.

Why the polynomial is the object and not the trick

There is a tempting way to file all of this: the quadratic is a notation, the linearisation is what it really is, and the field is a chapter about a change of variables.

That reading survives exactly as long as nobody measures anything. The three counts above are already about Q rather than about any linearisation of it — 2n eigenvalues is a statement about the degree of det Q, the dependence of the eigenvectors is a statement about n dimensions, and the eigenvalues at infinity are a statement about M. And the conditioning is about Q too: the next essay measures an eigenvalue’s condition number as an eigenvalue of the quadratic, finds it sits at 4.98 and does not move under a substitution that raises the linearised matrix’s by eleven orders of magnitude.

That is the shape of the whole field, and it is the site’s oldest distinction in a new place. The problem has a difficulty of its own; the method adds one; and the two are separately measurable. The exact answer to a nearby problem said it about a linear solve, and everything from here says it about a polynomial.

What a linearisation is not allowed to be

One more piece of bookkeeping, because it is the thing that makes the field’s later measurements comparable. A 2n × 2n pencil with the right eigenvalues is not automatically a linearisation of Q. The definition asks for more: there must be unimodular matrices — polynomial matrices whose determinants are nonzero constants — taking L(λ) to the block-diagonal form with Q in one corner and an identity in the other. That is what guarantees the elementary divisors match, so a repeated eigenvalue of Q is repeated in L the same number of times and in the same way.

It matters here for a practical reason rather than an algebraic one. If the correspondence were only between the eigenvalue sets, then a linearisation could split a double eigenvalue into two simple ones and a reader would have no way of knowing whether a pair of nearby computed numbers was a genuine pair or an artefact. All three linearisations used here are linearisations in the strict sense, which is why the collision the slider walks into stays a collision in every one of them — measured, and drawn, in the essay on overdamping.

Why this is the tenth kind of matrix and not the first kind of notation

Every field on this site so far has opened with a matrix that is difficult for a reason. A Hilbert matrix is ill conditioned by construction; a kernel matrix is dense and compressible; a Kronecker sum is enormous and described by almost nothing; the matrix a constraint makes has a zero block that is a theorem. In each case there is an object, it has entries, and something about those entries is the subject.

Here there is no object. Q(λ) is a rule for producing a matrix once the answer is known, and the three coefficient matrices are the data. That changes what the standard questions even mean:

  • What is its condition number? Not the condition number of any Q(λ), which would be a property of a value rather than of the problem. The right quantity measures the three coefficients separately, and it is what the next essay measures.
  • What is its backward error? The smallest perturbation of (M, C, K) as three matrices for which a computed pair is exact. A perturbation of the linearised matrix is not one of these, and the gap between the two is the largest finding in this field.
  • What is its residual? ‖Q(λ)x‖, which needs a scale to be relative to, and the scale is |λ|²‖M‖ + |λ|‖C‖ + ‖K‖ rather than ‖Q(λ)‖ — because ‖Q(λ)‖ can be small precisely where the three coefficients cancel, which is exactly at an eigenvalue.

None of those three is a translation of a matrix quantity. Each is a new definition that reduces to the familiar one when the polynomial has degree one, and each of them is the reason the field takes essays rather than a footnote.

At other settings

The 16 eigenvalues of an 8 × 8 quadratic eigenvalue problem, computed and in closed formλ²M + λC + K for a chain of 8 masses with C = 0.3M + 0K. The crosses are the closed form — one scalar quadratic per eigenvalue of K, whose roots are known exactly — and the discs are the eigenvalues a real Schur factorisation returns from the 16 × 16 first companion linearisation. There are 16 of them for a matrix with 8 rows, of which 16 are complex and arrive in conjugate pairs, so the eigenvectors cannot be independent: 9 vectors in 8 dimensions never are. The worst disagreement between the two routes is 4.14·10⁻¹⁵, and the routes share nothing but the three coefficient matrices.00.05677950.113559-2-1.24498-0.4899610.2650581.020081.7751real partimaginary parttwo routes, one spectrumeigenvalues16rows8complex16against the closed form4.1·10⁻¹⁵n rows and 2n eigenvaluesso the eigenvectors are not a basis
Fig. 4 No stiffness damping at all: every eigenvalue has the same real part, and the closed form and the computation still agree to 10⁻¹⁴. Sorting two spectra of this shape is what taught the comparison to match rather than sort.
The 16 eigenvalues of an 8 × 8 quadratic eigenvalue problem, computed and in closed formλ²M + λC + K for a chain of 8 masses with C = 0.3M + 3K. The crosses are the closed form — one scalar quadratic per eigenvalue of K, whose roots are known exactly — and the discs are the eigenvalues a real Schur factorisation returns from the 16 × 16 first companion linearisation. There are 16 of them for a matrix with 8 rows, of which 2 are complex and arrive in conjugate pairs, so the eigenvectors cannot be independent: 9 vectors in 8 dimensions never are. The worst disagreement between the two routes is 8.65·10⁻¹⁵, and the routes share nothing but the three coefficient matrices.-13-10.6516-8.30312-5.95468-3.60624-1.2578-13-8.55186-4.103730.3444124.792559.24069real partimaginary parttwo routes, one spectrumeigenvalues16rows8complex2against the closed form8.7·10⁻¹⁵n rows and 2n eigenvaluesso the eigenvectors are not a basis
Fig. 5 And at the other end of the slider, where the last pair has arrived on the real axis.
The 32 eigenvalues of an 16 × 16 quadratic eigenvalue problem, computed and in closed formλ²M + λC + K for a chain of 16 masses with C = 0.3M + 0.1K. The crosses are the closed form — one scalar quadratic per eigenvalue of K, whose roots are known exactly — and the discs are the eigenvalues a real Schur factorisation returns from the 32 × 32 first companion linearisation. There are 32 of them for a matrix with 16 rows, of which 32 are complex and arrive in conjugate pairs, so the eigenvectors cannot be independent: 17 vectors in 16 dimensions never are. The worst disagreement between the two routes is 1.51·10⁻¹⁴, and the routes share nothing but the three coefficient matrices.00.095005-2-1.2366-0.4732080.2901891.053581.81698real partimaginary parttwo routes, one spectrumeigenvalues32rows16complex32against the closed form1.5·10⁻¹⁴n rows and 2n eigenvaluesso the eigenvectors are not a basis
Fig. 6 Sixteen masses, thirty-two eigenvalues, and the arc drawn more densely rather than further.
Where the missing eigenvalues went: an 6 × 6 quadratic with 3 of its masses removedA chain of 6 masses with the first 3 of them set to zero, so M is singular of rank 3. det Q(λ) is a polynomial of degree at most 12; interpolated exactly in BigInt rationals at 13 nodes it has degree 9, so 3 of the 12 eigenvalues are at infinity — the same object a descriptor pencil has, arriving here because a degree of freedom with no inertia is an algebraic constraint. The float route counts the singular values of M judged to be zero and reaches 3, backed by a gap of −∞ between consecutive singular values. One integer, two routes, and only the second of them is a decision.finite eigenvalues (degree of det Q)9at infinity (2n − degree)3at infinity, by the rank of M32n, if M were nonsingular12a degree, not a decisiondegree of det Q9at infinity3by the rank of M3singular-value gap−∞the count is a degreeand the other route is a judgement
Fig. 7 Three masses removed, three eigenvalues at infinity, and a characteristic polynomial three degrees short.
Where the missing eigenvalues went: an 6 × 6 quadratic with 4 of its masses removedA chain of 6 masses with the first 4 of them set to zero, so M is singular of rank 2. det Q(λ) is a polynomial of degree at most 12; interpolated exactly in BigInt rationals at 13 nodes it has degree 8, so 4 of the 12 eigenvalues are at infinity — the same object a descriptor pencil has, arriving here because a degree of freedom with no inertia is an algebraic constraint. The float route counts the singular values of M judged to be zero and reaches 4, backed by a gap of −∞ between consecutive singular values. One integer, two routes, and only the second of them is a decision.finite eigenvalues (degree of det Q)8at infinity (2n − degree)4at infinity, by the rank of M42n, if M were nonsingular12a degree, not a decisiondegree of det Q8at infinity4by the rank of M4singular-value gap−∞the count is a degreeand the other route is a judgement
Fig. 8 Four removed, on a chain of six, which is as far as the family goes before there is nothing left to be dynamic.
One quadratic eigenvalue problem in 5 systems of units: what the solver reports and what the answer is worthAn overdamped chain of 8 masses, with λ replaced by γμ so that the coefficients become (γ²M, γC, K). That substitution is exact in both directions and divides the spectrum by γ exactly, so the closed form is still available and every error here is measured against it. The backward error of the eigenpair for the LINEARISED MATRIX — the residual a solver's own error analysis is about — is 6.76·10⁻¹⁶ at γ = 1 and 7.81·10⁻¹⁵ at γ = 104 — it moves by a factor of 19.8 while the other two move by 1.14·10⁵. The backward error for the QUADRATIC, which is what the person who posed the problem is entitled to, grows by 1.02·10⁵ across the same sweep, and the forward error follows it: 7.49·10⁻¹⁴ to 8.57·10⁻⁹. Nothing went wrong with the solver at any stop.0123410⁻¹⁷10⁻¹⁴10⁻¹¹10⁻⁸10⁻⁵10⁻²10¹log₁₀ γ, the change of unitsrelative errorforward errorη, the quadraticη, the linearisationagainst a closed formη(linearisation), worst7.8·10⁻¹⁵η(quadratic), worst1.4·10⁻¹⁰forward error, worst8.6·10⁻⁹coefficient spread4.2·10⁷the solver is right at every stopabout a problem nobody asked
Fig. 9 What the substitution costs, from the next essay, over four decades instead of eight.
The condition number the problem has, and the one the solver's error analysis is written againstThe same eigenvalue of the same overdamped chain of 8 masses, in seven systems of units. Its condition number as an eigenvalue of the QUADRATIC — Tisseur's, with the three coefficient norms in the numerator and yᵀQ′(λ)x in the denominator — is 4.98 at γ = 1 and 4.98 at γ = 10⁶, a spread of 1 over six decades: it cannot move, because a change of units is not a change of problem. Its condition number as an eigenvalue of the LINEARISED MATRIX runs 49.66 to 7.844·10¹¹, a factor of 1.58·10¹⁰. The forward error follows the second one, and the first one is the honest description of the problem — so the substitution has manufactured an ill conditioning that belongs to the algorithm rather than to the question.012345610⁻¹10²10⁵10⁸10¹¹log₁₀ γ, the change of unitscondition numberthe linearisationthe quadraticone problem, two amplifiersκ(quadratic), first5κ(quadratic), last5κ(linearisation), last7.8·10¹¹how far the first moved1the problem is as well conditioned as everand the method is not
Fig. 10 And the condition number that belongs to the polynomial rather than to the method.
Six ways of computing one spectrum, at a change of units of 106Three linearisations — the first companion form, the second, and the symmetric member of the DL(Q) family — each reduced to a standard eigenvalue problem in two ways: by inverting the leading coefficient, whose eigenvalues are λ, and by inverting the trailing one, whose eigenvalues are 1/λ. All six have exactly the eigenvalues of the quadratic in exact arithmetic. Measured against the closed form at γ = 106, the best is first/leading at 5.473·10⁻⁶ and the worst second/trailing at 2.234·10⁻⁴, a spread of 40.81. Under the leading reduction the symmetric form and the first companion form are THE SAME MATRIX — −A₁⁻¹A₀ is [[−M⁻¹C, −M⁻¹K], [I, 0]] for both — so the distinction between them is one the inversion discards, and it survives only under the trailing one.first · leading5.47·10⁻⁶first · trailing4.62·10⁻⁵second · leading4.27·10⁻⁵second · trailing2.23·10⁻⁴symmetric · leading5.47·10⁻⁶symmetric · trailing4.05·10⁻⁵all six are the same algebrabest route5.5·10⁻⁶worst route2.2·10⁻⁴spread across the six41condition of the linearisation8.3·10¹²the spectra agreeand the arithmetic does not
Fig. 11 The same six routes at a change of units of 10⁶, where the noise becomes a factor of forty.
The eigenvalues of a 6×6 pencil with 2 algebraic constraints, on the projective lineλ = α/β is a ratio, so an eigenvalue of a pencil is a direction rather than a number and it lives on a line whose two ends are the same point. Drawn as an angle φ = arctan λ, the 4 finite eigenvalues — -0.3769, 0.565, 4.383, 6.428 — sit inside the arc, and the 2 infinite ones sit at its ends, which is one point and not two. Nothing about them is degenerate: each carries a residual ‖βAx − αBx‖ in the same scaling as every other, the largest being 5.53·10⁻¹⁴, and an infinite eigenvalue's residual is ‖Bx‖/‖B‖ — the statement that its eigenvector is a null vector of B. The count is not a rank decision here: it is n minus the degree of det(A − λB), computed in exact rational arithmetic.λ = 0λ = ∞λ = ∞-0.37690.5654.3836.4282 eigenvalues here, and it is one placecounted exactly, in rationalsfinite eigenvalues4at infinity2degree of det(A − λB)4worst residual, either kind5.5·10⁻¹⁴an eigenvalue is a ratioand a ratio has a direction, not a size
Fig. 12 The eigenvalue at infinity in the linear pencil that met it first, as a point of the projective line rather than an overflow.
The real Schur form with 2 conjugate pairs: 2 blocks that cannot be splitA square matrix drawn as a grid. Everything below the diagonal is zero except for a small number of two-by-two boxes on the diagonal, which are highlighted.3000000120000-21000000-0.5-1.500001.5-0.5000000-2T = ZᵀAZthe highlighted boxes each hold one conjugate pair, and no real rotation removes themthe form, and that it is one‖A − ZTZᵀ‖/‖A‖1.8·10⁻¹⁵‖ZᵀZ − I‖2.5·10⁻¹⁵worst eigenvalue error2.7·10⁻¹⁵surviving subdiagonal26×6, spectrum chosen before the matrix was builtquasi-triangular is as far as the reals go
Fig. 13 The real Schur form the linearisation is handed to, with one two-by-two block per conjugate pair.
Singular values of a rank-4 matrix with noise of relative size 10⁻⁸Ten singular values on a logarithmic axis. The first four sit near one; the rest sit at the noise level, and the vertical distance between the two groups is the evidence for the rank.1234567891010⁻¹⁸10⁻¹⁵10⁻¹²10⁻⁹10⁻⁶10⁻³1indexsingular valuecutoff, σ₁ · 10⁻¹⁰numerical rank 10gap 8.2·10⁶an opiniontrue rank 410×10, built with 4 nonzero valuesrank is a decision
Fig. 14 The rank decision the second route to the count depends on.
How far a perturbation of size ε moves an eigenvalue, 8×8A log–log plot of eigenvalue movement against perturbation size. The symmetric case lies on a line of slope one; the non-symmetric case lies on a line of slope one eighth, and at a perturbation of ten to the minus sixteen it has already moved by a hundredth.10⁻¹⁶10⁻¹³10⁻¹⁰10⁻⁷10⁻⁴10⁻¹10⁻¹⁶10⁻¹³10⁻¹⁰10⁻⁷10⁻⁴10⁻¹size of the perturbation ‖δA‖how far the eigenvalues moveJordan block, ε^(1/8)symmetric, ≤ ‖δA‖rounding error alone moves it to 10⁻²six seeds per symmetric point; Jordan is closed formsymmetry beats precision
Fig. 15 Why a computed eigenvalue moves at all, from the spectra field.
Where a quadratic stops being hyperbolic, located by a Cholesky and by a sineThe overdamping margin min over modes of (βκ)² − 4κ, for a chain of 8 masses, against β. It reaches zero at β* = 1/sin(π/2(n+1)) = 5.75877048314, which is the closed form. Bisecting on a completely different question — does a Cholesky of −Q(μ) complete for some μ — gives 5.75877048314, agreeing to 13 digits. Neither route computes an eigenvalue. The marks below the axis are the largest imaginary part in the computed spectrum, which is zero to the rounding level above β* and not below it, so a third route agrees with the other two about where the boundary is.44.95985.919596.879397.839188.7989810⁻¹110¹10²stiffness damping βoverdamping marginβ* = 5.75877two routes to a boundaryclosed form β*5.8by certificate5.8difference3.6·10⁻¹³bisection steps44a factorisation that completesand a sine, agreeing to twelve digits
Fig. 16 Where the last pair of eigenvalues arrives on the real axis, located two ways.
The 16 real eigenvalues of an overdamped chain, in two groups of 8, with the certificate between themA chain of 8 masses with C = 8K, which is above the critical damping 5.75877 = 1/sin(π/2(n+1)), so the quadratic is hyperbolic and every one of its 16 eigenvalues is real. The vertical line is the μ at which Q(μ) is negative definite — a Cholesky that completes, and the whole proof that the spectrum is real. It also lies in the gap: exactly 8 eigenvalues above it and 8 below, with a gap of 0.6698 between the two groups. One factorisation answers both questions, which is the second thing a boolean would not have carried.-33-28.2505-23.5009-18.7514-14.0018-9.25229-4.502750eigenvalueQ(μ) ≺ 0one Cholesky, two answersabove the certificate8below it8the gap0.67critical β for this n5.8the spectrum is real by classnot by outcome
Fig. 17 And what the spectrum looks like once every one of them has arrived.
A double root, approached: the pair separates like √ε and the accuracy fails like √uA chain of 8 masses at β = β*(1 + ε), where β* is the critical damping and the smallest mode's two eigenvalues coincide at ε = 0. The separation of that pair is 0.9657√ε at every one of twelve decades — a spread of 1.02 in the constant — and the computed spectrum's worst relative error against the closed form rises as the pair closes, reaching 3.732·10⁻⁸ at the boundary itself. That is √u times a small constant: half the digits, on a problem where κ(K) is 32.16 at every stop and the coefficients are integers. Nothing here is ill conditioned in any sense this site has used before; what is unbounded is the derivative of the map from a coefficient to a double root.-15-13-11-9-7-5-3-110⁻¹⁶10⁻¹³10⁻¹⁰10⁻⁷10⁻⁴10⁻¹log₁₀ ε, distance past the critical dampingseparation, and relative errorat ε = 0: 3.73·10⁻⁸separationcomputed errornothing is ill conditionedthe √ε constant0.97spread of it, twelve decades1error at the boundary3.7·10⁻⁸κ(K), unchanged throughout32half the digitsand no condition number to blame
Fig. 18 The collision itself, and the half of the digits it costs.
The spectrum in the plane, with the pair at 1 ± 2.00iA complex plane with the real axis marked. Open circles show the eigenvalues the matrix was built from and filled dots show the ones the algorithm returned; two of them sit symmetrically above and below the real axis.-5-3-1135-202real partimaginary partbuilt incomputedthe real line — where a real shift lives‖A − ZTZᵀ‖/‖A‖4.1·10⁻¹⁵‖ZᵀZ − I‖4.2·10⁻¹⁵worst eigenvalue error1.1·10⁻¹⁴departure from normality10⁻¹⁸5×5 real matrix, 1 conjugate pairthe answer is not on the axis
Fig. 19 Conjugate pairs in the plane, from the essay that first drew them.
What a perturbation of 10⁻⁶ moves, against the gap it is applied acrossThree curves against the gap between two eigenvalues, both axes logarithmic. Two are flat; the third rises steeply as the gap closes and then levels off.10⁻⁹10⁻⁷10⁻⁵10⁻³10⁻⁸10⁻⁵10⁻²gap between the two eigenvalueshow far it movedthe eigenvectorsthe eigenvaluestheir plane‖E‖ / gapone perturbation, three answerseigenvalue shift, spread over the sweep1plane angle, spread over the sweep1eigenvector angle, spread1.6·10⁵the dashed line is Davis–Kahan's ‖E‖/gaptwo of the three never noticed
Fig. 20 What a gap between two eigenvalues is worth to a method that computes values.
Three perturbations of 10⁻¹⁴, three eigenvectors, one planeA circle with three radii at widely different angles, one for each perturbation, and a table of their residuals showing all three satisfy the eigenvalue equation.every radius is an eigenvectorseed 11: 2.0°seed 23: 60.5°seed 41: 18.2°none of them is wrongspread of the returned angles1spread of the returned planes1.3·10⁻¹⁵worst ‖Ax − λx‖5·10⁻¹⁵an exactly repeated eigenvalueno correct answer to fail to return
Fig. 21 Two eigenvalues close enough that no direction belongs to either.
Jacobi, Gauss–Seidel and SOR at ω = 1.777A semi-logarithmic plot of relative residual against iteration for three stationary methods, with dashed reference curves showing the rate each is predicted to contract at.015030045060075090010⁻¹³10⁻¹¹10⁻⁹10⁻⁷10⁻⁵10⁻³10⁻¹iteration‖r‖ / ‖b‖JacobiGauss–SeidelSOR ω=1.78closed form vs measuredρ Jacobi, exact0.99ρ measured0.99ρ Gauss–Seidel, exact0.981D Laplacian, n = 24ω optimal = 1.777
Fig. 22 The model problem’s spectrum, which is the closed form this whole family is built out of.
A spectrum with no last eigenvalue: 12 of the infinitely many solutions of a delay problemT(λ) = A − λI + 1e^−λI for the model matrix at n = 4. The problem decouples in A's eigenvector basis, so each of its 4 eigenvalues μ contributes the scalar equation μ − λ + γe^−λ = 0, whose solutions are λ = μ + W_k(γe^−μ) — one for every branch of the Lambert W function, and therefore countably infinitely many, running off to the left along two curves. The marks are the closed form, each checked by substitution to 1.6·10⁻¹⁵. There is no computation that returns this set: the only well-posed question is which eigenvalues lie inside a region, and the circle of radius 4 contains 4 of them.-2-101234-5-3-1135real partimaginary part4 insidea countable spectruminside the contour4drawn12existingworst branch residual1.6·10⁻¹⁵there is no last eigenvalueso the question has to change
Fig. 23 And where the field ends: a problem whose spectrum is countably infinite.
The 12 eigenvalues of a palindromic quadratic, in 6 pairs whose products are oneλ²A + λB + Aᵀ with A and B symmetric reads the same backwards, so λ is an eigenvalue exactly when 1/λ is. The axis is log₁₀|λ|, the marks are the computed eigenvalues and each arc joins a pair; the vertical line is |λ| = 1, about which the whole picture is symmetric. The spectrum spans 9.56 decades at b = 10⁴. Measured, the general solver's spectrum departs from being closed under λ ↦ 1/λ by 3.27·10⁻⁹, and the structured route's — one symmetric generalised eigenvalue problem of size 6 rather than an unsymmetric one of size 12 — by 2.21·10⁻¹⁶, which is the rounding level and is by construction.-5-3.20611-1.412210.3816782.175573.969460log₁₀ |λ||λ| = 1λλ′ = 1, in the algebrapairs6decades of spectrum9.6pairing error, general3.3·10⁻⁹pairing error, structured2.2·10⁻¹⁶a symmetry the solver never knew aboutand the half of the answer it decides
Fig. 24 A quadratic whose eigenvalues arrive in pairs of a different kind.
Two Krylov methods for one quadratic, priced by the numbers they storeA chain of 40 masses. Arnoldi on the 80 × 80 linearisation stores m vectors of length 80 and returns m Ritz values; the second-order recurrence stores m vectors of length 40 and its projection is taken onto the QUADRATIC, which has 2m eigenvalues for an m × m problem. So at every subspace size the second route holds half as many numbers and returns twice as many approximations — a factor of four in Ritz values per number stored, exactly and by construction. Plotted against storage, its curve is the lower one at every point: at 240 numbers it is 0.01379 from the dominant eigenvalue where the linearised route needs 480 to reach 0.07294. Both converge slowly — twenty-six vectors buy three digits — because the chain's spectrum is an arc with no isolated extreme, and that is the honest half: this is a comparison of prices rather than a fast method.33.310⁻⁴10⁻³10⁻²10⁻¹1log₁₀ numbers storeddistance to the dominant eigenvalueArnoldi, linearisedprojected quadraticper number heldstorage, linearised2080storage, second-order1040Ritz values, linearised26Ritz values, second-order52half the storageand twice the approximations
Fig. 25 And the Krylov space a problem with no matrix still has.
The 16 eigenvalues of an 8 × 8 quadratic eigenvalue problem, computed and in closed formλ²M + λC + K for a chain of 8 masses with C = 0.3M + 0.05K. The crosses are the closed form — one scalar quadratic per eigenvalue of K, whose roots are known exactly — and the discs are the eigenvalues a real Schur factorisation returns from the 16 × 16 first companion linearisation. There are 16 of them for a matrix with 8 rows, of which 16 are complex and arrive in conjugate pairs, so the eigenvectors cannot be independent: 9 vectors in 8 dimensions never are. The worst disagreement between the two routes is 1.72·10⁻¹⁵, and the routes share nothing but the three coefficient matrices.00.0753682-2-1.24498-0.4899610.2650581.020081.7751real partimaginary parttwo routes, one spectrumeigenvalues16rows8complex16against the closed form1.7·10⁻¹⁵n rows and 2n eigenvaluesso the eigenvectors are not a basis
Fig. 26 A little damping: the arc has barely moved off the imaginary axis, and all sixteen eigenvalues are still complex.
Where the missing eigenvalues went: an 6 × 6 quadratic with 2 of its masses removedA chain of 6 masses with the first 2 of them set to zero, so M is singular of rank 4. det Q(λ) is a polynomial of degree at most 12; interpolated exactly in BigInt rationals at 13 nodes it has degree 10, so 2 of the 12 eigenvalues are at infinity — the same object a descriptor pencil has, arriving here because a degree of freedom with no inertia is an algebraic constraint. The float route counts the singular values of M judged to be zero and reaches 2, backed by a gap of −∞ between consecutive singular values. One integer, two routes, and only the second of them is a decision.finite eigenvalues (degree of det Q)10at infinity (2n − degree)2at infinity, by the rank of M22n, if M were nonsingular12a degree, not a decisiondegree of det Q10at infinity2by the rank of M2singular-value gap−∞the count is a degreeand the other route is a judgement
Fig. 27 Two masses removed, and a characteristic polynomial two degrees short of 2n.
Six ways of computing one spectrum, at a change of units of 102Three linearisations — the first companion form, the second, and the symmetric member of the DL(Q) family — each reduced to a standard eigenvalue problem in two ways: by inverting the leading coefficient, whose eigenvalues are λ, and by inverting the trailing one, whose eigenvalues are 1/λ. All six have exactly the eigenvalues of the quadratic in exact arithmetic. Measured against the closed form at γ = 102, the best is first/trailing at 4.159·10⁻¹³ and the worst first/leading at 5.18·10⁻¹², a spread of 12.46. Under the leading reduction the symmetric form and the first companion form are THE SAME MATRIX — −A₁⁻¹A₀ is [[−M⁻¹C, −M⁻¹K], [I, 0]] for both — so the distinction between them is one the inversion discards, and it survives only under the trailing one.first · leading5.18·10⁻¹²first · trailing4.16·10⁻¹³second · leading1.2·10⁻¹²second · trailing6.2·10⁻¹³symmetric · leading5.18·10⁻¹²symmetric · trailing7.12·10⁻¹³all six are the same algebrabest route4.2·10⁻¹³worst route5.2·10⁻¹²spread across the six12condition of the linearisation8.3·10⁴the spectra agreeand the arithmetic does not
Fig. 28 The six routes at two decades of badly chosen units, where an ordering starts to be visible.
Jacobi, Gauss–Seidel and SOR at ω = 1.800A semi-logarithmic plot of relative residual against iteration for three stationary methods, with dashed reference curves showing the rate each is predicted to contract at.02675348011068133510⁻¹³10⁻¹¹10⁻⁹10⁻⁷10⁻⁵10⁻³10⁻¹iteration‖r‖ / ‖b‖JacobiGauss–SeidelSOR ω=1.80closed form vs measuredρ Jacobi, exact1ρ measured1ρ Gauss–Seidel, exact0.991D Laplacian, n = 32ω optimal = 1.826
Fig. 29 The stiffness matrix’s own eigenvalues, which are the closed form each scalar quadratic is built from.
The eigenvalues of a 6×6 pencil with 4 algebraic constraints, on the projective lineλ = α/β is a ratio, so an eigenvalue of a pencil is a direction rather than a number and it lives on a line whose two ends are the same point. Drawn as an angle φ = arctan λ, the 2 finite eigenvalues — 0.4384, 4.562 — sit inside the arc, and the 4 infinite ones sit at its ends, which is one point and not two. Nothing about them is degenerate: each carries a residual ‖βAx − αBx‖ in the same scaling as every other, the largest being 1.55·10⁻¹⁵, and an infinite eigenvalue's residual is ‖Bx‖/‖B‖ — the statement that its eigenvector is a null vector of B. The count is not a rank decision here: it is n minus the degree of det(A − λB), computed in exact rational arithmetic.λ = 0λ = ∞λ = ∞0.43844.5624 eigenvalues here, and it is one placecounted exactly, in rationalsfinite eigenvalues2at infinity4degree of det(A − λB)2worst residual, either kind1.5·10⁻¹⁵an eigenvalue is a ratioand a ratio has a direction, not a size
Fig. 30 Eigenvalues at infinity in a linear pencil, counted by a rank rather than by a degree.
Jacobi sweeps on the 6×6 Hilbert matrixA plot of the off-diagonal norm against sweep number, falling from about one to ten to the minus seventeen in five sweeps, with the matrix shown at three stages beneath it.01234567810⁻¹⁷10⁻¹⁴10⁻¹¹10⁻⁸10⁻⁵10⁻²10¹sweep‖off-diagonal‖eigenvalues, largest first1.6190.24240.016326.157·10⁻⁴1.257·10⁻⁵1.083·10⁻⁷κ = 1.5·10⁷‖VᵀV − I‖ = 1.9·10⁻¹⁵1.000.500.330.250.200.170.500.330.250.200.170.140.330.250.200.170.140.130.250.200.170.140.130.110.200.170.140.130.110.100.170.140.130.110.100.09as given1.620.050.00-0.040.00-0.000.050.240.000.010.00-0.000.000.000.000.00-0.00-0.00-0.040.010.000.020.000.000.000.00-0.000.000.00·-0.00-0.00-0.000.00·0.00after one sweep1.62······0.24······0.00······0.02······0.00······0.00after 8 sweepseach sweep is n(n−1)/2 rotationsthe trace is conserved
Fig. 31 The symmetric eigenvalue problem this one is a departure from.
Driving the subdiagonal to zero, with λ₄/λ₃ = 0.90A semi-logarithmic plot of the magnitude of the subdiagonal entry against iteration count for three shift strategies. The unshifted curve is a straight line; the two shifted curves plunge to the bottom of the plot within a few steps.0357010514017521024528010⁻¹⁶10⁻¹³10⁻¹⁰10⁻⁷10⁻⁴10⁻¹iteration|subdiagonal entry|no shiftRayleighWilkinsontwo routes to one raterate, from the spectrum0.9rate, measured0.9iterations, none / Wilkinson45symmetric 4×4, spectrum 8, 4, 2, 1.8the dashed line is the prediction
Fig. 32 And the iteration that solves the unsymmetric one, which the linearisation is handed to.
The spectrum in the plane, with the pair at 1 ± 0.10iA complex plane with the real axis marked. Open circles show the eigenvalues the matrix was built from and filled dots show the ones the algorithm returned; two of them sit symmetrically above and below the real axis.-5-3-1135-202real partimaginary partbuilt incomputedthe real line — where a real shift lives‖A − ZTZᵀ‖/‖A‖2.6·10⁻¹⁵‖ZᵀZ − I‖4.3·10⁻¹⁵worst eigenvalue error7.1·10⁻¹⁵departure from normality10⁻¹⁸5×5 real matrix, 1 conjugate pairthe answer is not on the axis
Fig. 33 A conjugate pair close to the real axis, which is what the slider’s last stops produce.
Where 24 perturbations of size 10⁻⁸ put the eigenvalues of two 6×6 matrices with the same spectrumTwo clouds of eigenvalues in the complex plane. Both matrices have every eigenvalue at 0.8 exactly; both were perturbed by the same 24 random matrices of norm 10⁻⁸. The normal matrix's eigenvalues stay within 8.86·10⁻⁹ of where they were — the size of the perturbation — and the bidiagonal's spread out to 0.0701, a factor of 7.9·10⁶ further on the same data.100.1750.35real partimaginary part0.8bidiagonalnormalone spectrum, two matricesthe perturbation10⁻⁸normal, furthest moved8.9·10⁻⁹bidiagonal, furthest0.07ratio7.9·10⁶the two matrices have identical eigenvaluesand one of them says so under perturbation
Fig. 34 What a perturbation does to a computed spectrum, in the field that measured it first.
Fitting the same degree-11 polynomial in two basesOn the left, the data and two fitted curves that lie on top of each other. On the right, the condition numbers of the two design matrices, ten orders of magnitude apart.00.10.20.30.40.50.60.70.80.910.20.40.60.81xyboth fits, drawn on top of one anothercondition number of the design matrixmonomial1.2·10⁸Chebyshev2.5largest fitted coefficientmonomial113Chebyshev0.51rms residual: 3.9·10⁻⁶ and 2.9·10⁻⁷ — the data is fitted either way.30 points, degree 11, single precisionthe basis is part of the problem
Fig. 35 A basis whose conditioning degrades with degree, which is the scalar case of this field’s subject.
What two lines of scaling are worth: the same quadratic in nine systems of unitsThe forward error against the closed form for an overdamped chain of 8 masses, before and after Fan–Lin–Van Dooren scaling. The unscaled curve runs 7.49·10⁻¹⁴ to 0.001258 — every digit gone by the far end — and the scaled one runs 1.26·10⁻¹³ to 8.23·10⁻¹⁴, flat to within a factor of 2.01. The scaling is γ = √(‖K‖/‖M‖) and δ = 2/(‖K‖ + γ‖C‖), computed from three norms and nothing else, and the map back is λ = γμ with no rounding in the statement. Flatness is the half that matters: after scaling every stop of the sweep IS the same problem, so there is nothing left for the change of units to do.0246810⁻¹⁶10⁻¹³10⁻¹⁰10⁻⁷10⁻⁴10⁻¹log₁₀ γ, the change of unitsforward erroras writtenafter scalingone change of variableunscaled, worst0.0013scaled, worst1.7·10⁻¹³orders recovered10scaled coefficient spread4.5the answer was never the problemthe units were
Fig. 36 And two lines of scaling, which is what the field’s third essay does about all of it.
Jacobi, Gauss–Seidel and SOR at ω = 1.000A semi-logarithmic plot of relative residual against iteration for three stationary methods, with dashed reference curves showing the rate each is predicted to contract at.015030045060075090010⁻¹³10⁻¹¹10⁻⁹10⁻⁷10⁻⁵10⁻³10⁻¹iteration‖r‖ / ‖b‖JacobiGauss–SeidelSOR ω=1.00closed form vs measuredρ Jacobi, exact0.99ρ measured0.99ρ Gauss–Seidel, exact0.981D Laplacian, n = 24ω optimal = 1.777
Fig. 37 The same closed-form spectrum at the size the drag stops use.
The 24 eigenvalues of an 12 × 12 quadratic eigenvalue problem, computed and in closed formλ²M + λC + K for a chain of 12 masses with C = 0.3M + 0.1K. The crosses are the closed form — one scalar quadratic per eigenvalue of K, whose roots are known exactly — and the discs are the eigenvalues a real Schur factorisation returns from the 24 × 24 first companion linearisation. There are 24 of them for a matrix with 12 rows, of which 24 are complex and arrive in conjugate pairs, so the eigenvectors cannot be independent: 13 vectors in 12 dimensions never are. The worst disagreement between the two routes is 4.44·10⁻¹⁵, and the routes share nothing but the three coefficient matrices.00.0947139-2-1.23892-0.4778460.283231.044311.80538real partimaginary parttwo routes, one spectrumeigenvalues24rows12complex24against the closed form4.4·10⁻¹⁵n rows and 2n eigenvaluesso the eigenvectors are not a basis
Fig. 38 Twelve masses and twenty-four eigenvalues.

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Companion formEigenvalueEigenvalue at infinityExact ground truthLinearisationMatrix polynomialProportional dampingQuadratic eigenvalue problemRank