4.5.39 · D2Linear Algebra (Full)

Visual walkthrough — Quadratic forms — positive definite, negative definite, indefinite

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Everything below is built from zero. If a symbol appears, it was drawn first.


Step 1 — What "" actually means

WHAT. We feed one arrow into the machine and get back a single number .

WHY a single number. We are asking "how high is the surface above this direction?" Height is one number. The whole story of definiteness is: is that number positive, negative, or does its sign flip as the arrow turns?

PICTURE. Below, the arrow (amber) sits in the plane. Multiplying by first bends it into a new arrow (cyan). Then measures how much points along the original — that overlap is the output number.

Figure — Quadratic forms — positive definite, negative definite, indefinite

If the two arrows roughly agree in direction, the number is positive. If points backwards relative to , the number is negative. That sign is the entire game.


Step 2 — The problem: cross-terms make the sign hard to read

WHAT. There are three terms. The and terms have honest signs ( always). But the middle term can be positive or negative depending on the quadrant the arrow lands in.

WHY it's a problem. Suppose and — you might guess "always positive." But if is large and negative, the cross-term can drag the total below zero for some arrows. You cannot read the sign off the coefficients directly. The cross-term couples the two directions.

PICTURE. The surface below is tilted and twisted — the term is the shear that skews the bowl so its lowest valleys don't line up with the - or -axis. We need to un-twist it.

Figure — Quadratic forms — positive definite, negative definite, indefinite
Recall Why "

" and not ""? The off-diagonal appears in both the top-right and bottom-left of . When you multiply out , the contribution shows up twice — once as , once as — giving . ::: That is exactly why (parent note) the off-diagonal is half the cross-coefficient.


Step 3 — The rescue: symmetric matrices have perpendicular eigen-directions

WHAT. For a symmetric (our case, from Symmetric Matrices), the Spectral Theorem guarantees two things at once:

  1. the eigenvalues are real numbers, and
  2. the eigenvectors can be chosen perpendicular to each other.

WHY this saves us. Perpendicular special directions mean we can use them as a brand-new pair of axes. Along these axes there is no twist — the cross-term vanishes. The twisted bowl of Step 2 becomes an untwisted bowl.

PICTURE. The two eigen-directions (cyan) are drawn on the twisted surface. Notice they line up exactly with the valley and ridge of the shape — the natural axes the surface "wants."

Figure — Quadratic forms — positive definite, negative definite, indefinite

Step 4 — Rotate to the eigen-axes (the change of coordinates)

WHAT. We define new coordinates . This is just "the same arrow, described using the eigen-axes instead of the standard axes."

WHY it's harmless. A rotation never changes an arrow's length, and it never turns a non-zero arrow into the zero arrow. So if and only if . Whatever we conclude about signs for is exactly true for .

PICTURE. Same arrow, two rulers. On the left, the standard grid (white). On the right, the tilted eigen-grid (cyan) reads off the components .

Figure — Quadratic forms — positive definite, negative definite, indefinite

Step 5 — The twist disappears: pure squares

WHAT. Because is diagonal, has no cross-term. It collapses to:

WHY this is the whole point. Look at what each piece can do:

  • and are squares — they can never be negative.
  • So the sign of each term is decided entirely by the sign of its eigenvalue .

The twist (Step 2) is gone. We have separated the machine into two independent one-dimensional springs.

PICTURE. The un-twisted surface, now aligned with the axes. Along the -axis it curves with steepness ; along with steepness . Two independent parabolas.

Figure — Quadratic forms — positive definite, negative definite, indefinite

Step 6 — Read off the four cases from the signs

WHAT. Each row is just "add up two signed squares."

WHY each conclusion.

  • Both positive: the only way to get is , i.e. the zero arrow. Every other arrow gives → bowl.
  • Mixed signs: point the arrow along (so ) and get ; along and get . One is , the other . Both signs appear from the same machine → saddle.
  • One zero: along that flat eigen-direction stays exactly even though the arrow is non-zero → the boundary case, semidefinite not definite.

PICTURE. Three surfaces side by side — bowl (both up), dome (both down), saddle (up one way, down the other) — each with its eigen-axes and the sign of marked in amber.

Figure — Quadratic forms — positive definite, negative definite, indefinite

Step 7 — The degenerate cases, done carefully

WHAT / WHY — every corner covered:

  • Both eigenvalues zero (): for all arrows. The surface is a flat plane. It is technically PSD and NSD.
  • One zero, one positive (PSD): flat along one eigen-line (a straight-bottomed trough), rising everywhere else.
  • One zero, one negative (NSD): flat along one eigen-line, falling everywhere else.
  • Both non-zero, same sign: strictly definite (bowl or dome) — never touches except at the origin.
  • Both non-zero, opposite sign: indefinite — a genuine saddle.

PICTURE. The PSD trough: a valley with a flat straight bottom running along the zero-eigenvalue direction (amber line), not a single lowest point.

Figure — Quadratic forms — positive definite, negative definite, indefinite
Recall Cross-check with the other test

This eigenvalue verdict must agree with Sylvester's leading-minor test (parent §4) and with the Second Derivative Test via the Hessian Matrix. It does: a bowl/PD Hessian ⇒ local minimum; dome/ND ⇒ maximum; saddle/indefinite ⇒ saddle point. Same algebra, two languages. Why can't Sylvester alone catch PSD? ::: Its clean form only certifies strict definiteness; a boundary needs the full principal-minor analysis (or just the eigenvalues).


The one-picture summary

Everything above is one idea: rotate to the eigen-axes, and the twisted machine becomes two independent signed springs; the signs of the springs are the eigenvalues.

Figure — Quadratic forms — positive definite, negative definite, indefinite
Recall Feynman retelling — say it to a 12-year-old

You have a machine: put an arrow in, get a number out. At first the machine looks messy — there's a "twist" term that mixes the two directions, so you can't tell if the number will be positive or negative just by looking.

But a symmetric machine has two magic directions (the eigenvectors) that sit at right angles. If you turn your head so those directions become your new left-right and up-down, the twist vanishes. Now the number is just: (first stretch) times (first distance squared) plus (second stretch) times (second distance squared).

Distances squared are never negative — they're the innocent part. So the only thing that decides the sign of the answer is whether the stretches (the eigenvalues) are positive or negative.

  • Both stretches up → every arrow gives a positive number → you're standing at the bottom of a bowl.
  • Both down → dome, you're on a hilltop.
  • One up, one down → saddle, uphill one way and downhill the other.
  • A stretch of exactly zero → a flat groove: walk along it and the number never changes.

That's the whole theorem. Turn your head to the magic directions, then just count plus and minus signs.