Geometric series

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The sum of the areas of the purple squares is one third of the area of the large square.
The sum of the areas of the purple squares is one third of the area of the large square.

In mathematics, a geometric series is a series with a constant ratio between successive terms. For example, the series

\frac{1}{2} \,+\, \frac{1}{4} \,+\, \frac{1}{8} \,+\, \frac{1}{16} \,+\, \cdots

is geometric, because each term is equal to half of the previous term. The sum of this series is 1, as illustrated in the following picture:

Geometric series are the simplest examples of infinite series with finite sums. This makes them important in philosophy, where they provide a mathematical resolution to Zeno's paradoxes. Historically, geometric series played an important role in the early development of calculus, and they continue to be central in the study of convergence of series. Geometric series are used throughout mathematics, and they have important applications in physics, engineering, biology, economics, and finance.

Contents

The terms of a geometric series form a geometric progression, meaning that the ratio of successive terms in the series is constant. The following table shows several geometric series with different common ratios:

Common ratio Example
10 4 + 40 + 400 + 4000 + 40,000 + ···
1/3 9 + 3 + 1 + 1/3 + 1/9 + ···
1/10 7 + 0.7 + 0.07 + 0.007 + 0.0007 + ···
1 3 + 3 + 3 + 3 + 3 + ···
–1/2 1 – 1/2 + 1/4 – 1/8 + 1/16 – 1/32 + ···
–1 3 – 3 + 3 – 3 + 3 – ···

The behavior of the terms depends on the common ratio r:

When r is greater than one, the terms of the series become larger and larger.
When r is less than one (and greater than zero), the terms of the series become smaller and smaller, approaching zero in the limit.
When r is equal to one, all of the terms of the series are the same.

The common ratio can also be negative, which causes the sign of the terms to alternate.

The sum of a geometric series is finite as long as the terms approach zero. The sum can be computed using the self-similarity of the series.

A self-similar illustration of the sum s.  Removing the leftmost circle has the same effect as shrinking the picture by a factor of 2/3.
A self-similar illustration of the sum s. Removing the leftmost circle has the same effect as shrinking the picture by a factor of 2/3.

Consider the sum of the following geometric series:

s \;=\; 1 \,+\, \frac{2}{3} \,+\, \frac{4}{9} \,+\, \frac{8}{27} \,+\, \cdots

This series has common ratio 2/3. If we multiply through by this common ratio, then the initial 1 becomes a 2/3, the 2/3 becomes a 4/9, and so on:

\frac{2}{3}s \;=\; \frac{2}{3} \,+\, \frac{4}{9} \,+\, \frac{8}{27} \,+\, \frac{16}{81} \,+\, \cdots

This new series is the same as the original, except that the first term is missing. Subtracting the two series cancels every term but the first:

s \,-\, \frac{2}{3}s \;=\; 1,\;\;\;\;\;\;\;\;\mbox{so }s=3.

A similar technique can be used to evaluate any self-similar expression.

There is a general formula for the sum of a geometric series:

s \;=\; \frac{a}{1-r}.

Here a is the first term of the series, and r is the common ratio. When a = 1, this specializes to the important formula

1 \,+\, r \,+\, r^2 \,+\, r^3 \,+\, \cdots \;=\; \frac{1}{1-r},

the left-hand side being a geometric series with common ratio r. We can derive this formula using the method given above:

\begin{array}{l}
\text{Let }s \;=\; 1 \,+\, r \,+\, r^2 \,+\, r^3 \,+\, \cdots. \\[4pt]
\text{Then }rs \;=\; r \,+\, r^2 \,+\, r^3 \,+\, r^4 \,+\, \cdots. \\[4pt]
\text{Then }s \,-\, rs \;=\; 1,\;\;\;\;\mbox{so }s\,=\,\frac{1}{1-r}.
\end{array}

The general formula follows if we multiply through by a.

Keep in mind that this formula only works when the series converges (i.e. when the magnitude of r is less than one). For example, the sum is undefined when r = 10, even though the formula gives s = –1/9.

We can prove that the geometric series converges using the sum formula for a geometric progression:

\begin{align}
&1 \,+\, r \,+\, r^2 \,+\, r^3 \,+\, \cdots \\[3pt]
&=\; \lim_{n\rightarrow\infty} \left(1 \,+\, r \,+\, r^2 \,+\, \cdots \,+\, r^n\right) \\
&=\; \lim_{n\rightarrow\infty} \frac{1-r^{n+1}}{1-r}
\end{align}

Since rn+1 → 0 for | r | < 1, the limit is 1 / (1 – r).

Using sigma notation, a geometric series with common ratio r and first term a can be written as follows:

\sum_{n=0}^\infty ar^n

It is important to begin the summation at n = 0, for this makes the first term ar0 = a.

Main article: Repeating decimal

A repeating decimal can be thought of as a geometric series whose common ratio is a power of 1/10. For example:

0.7777\ldots \;=\; \frac{7}{10} \,+\, \frac{7}{100} \,+\, \frac{7}{1000} \,+\, \frac{7}{10,000} \,+\, \cdots.

You can use the formula for the sum of a geometric series to convert the decimal to a fraction:

0.7777\ldots \;=\; \frac{a}{1-r} \;=\; \frac{7/10}{1-1/10} \;=\; \frac{7}{9}.

The area enclosed by a parabola and a line is the union of infinitely many triangles.
The area enclosed by a parabola and a line is the union of infinitely many triangles.

Archimedes used the sum of a geometric series to compute the area enclosed by a parabola and a straight line. His method was to dissect the area into an infinite number of triangles, as shown in the figure to the right.

Archimedes' Theorem The total area under the parabola is 4/3 of the area of the blue triangle.

Proof: Using his extensive knowledge of geometry, Archimedes determined that each green triangle has 1/8 the area of the blue triangle, each yellow triangle has 1/8 the area of a green triangle, and so forth.

Assuming that the blue triangle has area 1, the total area is an infinite sum:

1 \,+\, 2\left(\frac{1}{8}\right) \,+\, 4\left(\frac{1}{8}\right)^2 \,+\, 8\left(\frac{1}{8}\right)^3 \,+\, \cdots.

The first term represents the area of the blue triangle, the second term the areas of the two green triangles, the third term the areas of the four yellow triangles, and so on. Simplifying the fractions gives

1 \,+\, \frac{1}{4} \,+\, \frac{1}{16} \,+\, \frac{1}{64} \,+\, \cdots.

This is a geometric series with common ratio 1/4. The sum is

\frac{1}{1-r}\;=\;\frac{1}{1-\frac{1}{4}}\;=\;\frac{4}{3}.    Q.E.D.

This computation uses the method of exhaustion, an early version of integration. In modern calculus, the same area could be found using a definite integral.

The interior of the Koch snowflake is the union of infinitely many triangles.
The interior of the Koch snowflake is the union of infinitely many triangles.

In the study of fractals, geometric series often arise as the perimeter, area, or volume of a self-similar figure.

For example, the area inside the Koch snowflake can be described as the union of infinitely many equilateral triangles (see figure). Each side of the green triangle is exactly 1/3 the size of a side of the large blue triangle, and therefore has exactly 1/9 the area. Similarly, each yellow triangle has 1/9 the area of a green triangle, and so forth. Taking the blue triangle as a unit of area, the total area of the snowflake is

1 \,+\, 3\left(\frac{1}{9}\right) \,+\, 12\left(\frac{1}{9}\right)^2 \,+\, 48\left(\frac{1}{9}\right)^3 \,+\, \cdots.

The first term of this series represents the area of the blue triangle, the second term the total area of the three green triangles, the third term the total area of the twelve yellow triangles, and so forth. Excluding the initial 1, this series is geometric with constant ratio r = 4/9. The first term of the geometric series is a = 3(1/9) = 1/3, so the sum is

1\,+\,\frac{a}{1-r}\;=\;1\,+\,\frac{\frac{1}{3}}{1-\frac{4}{9}}\;=\;\frac{8}{5}.

Thus the Koch snowflake has 8/5 of the area of the base triangle.

Main article: Zeno's paradoxes

Main article: Time value of money

In economics, geometric series are used to represent the present value of an annuity (a sum of money to be paid in regular intervals).

For example, suppose that you expect to receive a payment of $100 once per year in perpetuity. Receiving $100 a year from now is worth less to you than an immediate $100, because you cannot invest the money until you receive it. In particular, the present value of a $100 one year in the future is $100 / (1 + i), where i is the yearly interest rate.

Similarly, a payment of $100 two years in the future has a present value of $100 / (1 + i)2 (squared because it would have received the yearly interest twice). Therefore, the present value of receiving $100 per year in perpetuity can be expressed as an infinite series:

\frac{\$ 100}{1+i} \,+\, \frac{\$ 100}{(1+i)^2} \,+\, \frac{\$ 100}{(1+i)^3} \,+\, \frac{\$ 100}{(1+i)^4} \,+\, \cdots.

This is a geometric series with common ratio 1 / (1 + i). The sum is

\frac{a}{1-r} \;=\; \frac{\$ 100/(1+i)}{1 - 1/(1+i)} \;=\; \frac{\$ 100}{i}.

For example, if the yearly interest rate is 10% (i = 0.10), then the entire annuity has a present value of $1000.

This sort of calculation is used to compute the APR of a loan (such as a mortgage). It can also be used to estimate the present value of expected stock dividends, or the terminal value of a security.

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  • Roger B. Nelson (1997). Proofs without Words: Exercises in Visual Thinking, The Mathematical Association of America. ISBN 978-0883857007
  • Andrews, George E. (1998). "The geometric series in calculus". The American Mathematical Monthly 105 (1): 36–40. 

  • Carl P. Simon and Lawrence Blume (1994). Mathematics for Economists, W. W. Norton & Company. ISBN 978-0393957334
  • Mike Rosser (2003). Basic Mathematics for Economists, 2nd ed., Routledge. ISBN 978-0415267847

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