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Infinite Series · Tutorial 527 of 1000

Alternating Series Remainder Estimates

Use the alternating-series remainder to enclose a sum, determine which side of it a partial sum lies on, and certify a desired error tolerance.

Advanced 10 min read

What You'll Learn

  • Define the remainder after truncating a convergent alternating series.
  • Use the first omitted term to locate the remainder and bound its magnitude.
  • Sharpen the usual error bound with an enclosure using two omitted terms.
  • Handle equality cases, including a zero remainder after a nonzero omitted term.
  • Choose a truncation index that guarantees a specified error tolerance.

From Convergence to a Quantitative Error Estimate

The Alternating Series Test shows that a positive-first alternating series converges when its nonnegative magnitudes decrease to zero. Its proof also gives an even–odd bracketing of the sum: even partial sums lie at or below the sum, and odd partial sums lie at or above it. These facts let us say more than that a partial sum is close to the answer. They tell us how large the error can be and, with the parity known, on which side of the answer the partial sum lies.

Throughout, let \(b_n\geq0\), \(b_{n+1}\leq b_n\), and \(b_n\to0\). Consider the positive-first series \(\sum_{n=1}^{\infty}(-1)^{n-1}b_n\), with partial sums \(S_N=\sum_{n=1}^{N}(-1)^{n-1}b_n\) and sum \(S\). For \(N\geq1\), define the remainder after \(N\) terms by

$$ R_N=S-S_N. $$

The Remainder Bound for a Convergent Alternating Series, established earlier in this course, gives \(|R_N|\leq b_{N+1}\). The estimate is useful on its own, but the even–odd bracketing theorem gives additional information: the remainder is between zero and the first omitted term, allowing for equality at either endpoint. We will also obtain a sharper enclosure that uses the next omitted term.

The First Omitted Term Locates the Remainder

The first term not included in \(S_N\) is \((-1)^N b_{N+1}\). If \(N\) is even, this term is nonnegative and \(S_N\leq S\). If \(N\) is odd, it is nonpositive and \(S\leq S_N\). In either case, the partial sum and the full sum are ordered in the direction indicated by the first omitted term.

Theorem (Signed Alternating-Series Remainder Bound): Under the assumptions above, for every \(N\geq1\), the remainder \(R_N=S-S_N\) lies between \(0\) and the first omitted term \((-1)^N b_{N+1}\), inclusive. Equivalently, $$ \begin{cases} 0\leq R_N\leq b_{N+1}, & N\text{ even},\\ -b_{N+1}\leq R_N\leq0, & N\text{ odd}. \end{cases} $$ In particular, if \(R_N\ne0\), it has the sign of the first omitted term. The remainder can be zero even when that term is nonzero.

Proof. Suppose first that \(N\) is even. The even–odd partial-sum bracketing theorem gives \(S_N\leq S\leq S_{N+1}\). Subtracting \(S_N\) throughout yields $$ 0\leq R_N\leq S_{N+1}-S_N=b_{N+1}, $$ because \(N+1\) is odd and the \((N+1)\)st term is \(+b_{N+1}\).

Now suppose that \(N\) is odd. The bracketing theorem gives \(S_{N+1}\leq S\leq S_N\). Subtracting \(S_N\) gives $$ S_{N+1}-S_N\leq R_N\leq0. $$ Here \(S_{N+1}-S_N=-b_{N+1}\), so \(-b_{N+1}\leq R_N\leq0\). These two cases prove the stated bounds. If the remainder is nonzero, the relevant interval forces it to have the sign of the first omitted term. The intervals include zero, so they do not rule out \(R_N=0\). \(\square\)

The absolute-value estimate follows from either case: \(|R_N|\leq b_{N+1}\). More importantly for locating the sum, the theorem says \(S_N\leq S\) when \(N\) is even and \(S_N\geq S\) when \(N\) is odd. These are weak inequalities, not strict ones. A tail can cancel completely, so a nonzero first omitted term does not guarantee a nonzero remainder.

A Sharper Enclosure Using Two Omitted Terms

The first omitted term gives a one-sided bound, while the next partial sum on the opposite side of \(S\) gives a second bound. Together they make a narrower interval. The result below refines the usual remainder estimate without requiring a formula for the infinite sum.

Theorem (Two-Term Alternating-Series Remainder Enclosure): Under the same assumptions, for every \(N\geq1\), \(R_N\) lies between the first omitted term and the sum of the first two omitted terms: $$ \min\!\bigl((-1)^N b_{N+1},\,(-1)^N b_{N+1}+(-1)^{N+1}b_{N+2}\bigr) \leq R_N\leq \max\!\bigl((-1)^N b_{N+1},\,(-1)^N b_{N+1}+(-1)^{N+1}b_{N+2}\bigr). $$ More explicitly, $$ \begin{cases} b_{N+1}-b_{N+2}\leq R_N\leq b_{N+1}, & N\text{ even},\\ -b_{N+1}\leq R_N\leq -b_{N+1}+b_{N+2}, & N\text{ odd}. \end{cases} $$

Proof. If \(N\) is even, then \(N+1\) and \(N+2\) are odd and even, respectively. The bracketing theorem gives \(S_{N+2}\leq S\leq S_{N+1}\). Subtract \(S_N\). Since $$ S_{N+2}-S_N=b_{N+1}-b_{N+2} \quad\text{and}\quad S_{N+1}-S_N=b_{N+1}, $$ we obtain \(b_{N+1}-b_{N+2}\leq R_N\leq b_{N+1}\).

If \(N\) is odd, the bracketing theorem gives \(S_{N+1}\leq S\leq S_{N+2}\). Subtracting \(S_N\) and using $$ S_{N+1}-S_N=-b_{N+1} \quad\text{and}\quad S_{N+2}-S_N=-b_{N+1}+b_{N+2} $$ gives \(-b_{N+1}\leq R_N\leq-b_{N+1}+b_{N+2}\). This proves both cases. Since the magnitudes are nonincreasing, \(b_{N+1}-b_{N+2}\geq0\) and \(-b_{N+1}+b_{N+2}\leq0\), consistent with the signed bound. \(\square\)

The enclosure uses the next partial sum beyond \(S_{N+1}\) to tighten the bound on the side away from \(S_N\). Its interval has width \(b_{N+2}\): subtracting the two endpoints in either case gives \(b_{N+2}\). Thus the two-term enclosure can be substantially narrower than the one-term interval when \(b_{N+2}\) is small.

Worked Examples

Worked Example: A Positive Remainder After Four Terms

Consider \(\sum_{n=1}^{\infty}(-1)^{n-1}/(n+2)\). Here \(b_n=1/(n+2)\), which is positive, decreases because \(n+3>n+2\), and tends to zero. The series satisfies the Alternating Series Test. Its fourth partial sum is $$ S_4=\frac13-\frac14+\frac15-\frac16 =\frac{20-15+12-10}{60} =\frac{7}{60}. $$ Since \(N=4\) is even, the remainder is nonnegative. The first omitted magnitude is \(b_5=1/7\), and the next one is \(b_6=1/8\). The two-term enclosure gives $$ \frac{1}{7}-\frac{1}{8}\leq R_4\leq\frac{1}{7}, \qquad\text{so}\qquad \frac{1}{56}\leq R_4\leq\frac{1}{7}. $$ Adding \(S_4=7/60\) throughout locates the sum: $$ \frac{7}{60}+\frac{1}{56}\leq S\leq\frac{7}{60}+\frac{1}{7}. $$ The partial sum is a lower bound, and the two-term enclosure improves on simply saying that the sum is no more than \(1/7\) above it.

Worked Example: A Negative Remainder After Three Terms

Let \(b_n=1/(n(n+1))\) and form the positive-first alternating series. These magnitudes are positive and decrease, since $$ b_n-b_{n+1} =\frac{1}{n(n+1)}-\frac{1}{(n+1)(n+2)} =\frac{(n+2)-n}{n(n+1)(n+2)} =\frac{2}{n(n+1)(n+2)}>0. $$ Also \(b_n\to0\), so the series converges. Its third partial sum is $$ S_3=\frac12-\frac16+\frac1{12} =\frac{6-2+1}{12} =\frac{5}{12}. $$ Because \(N=3\) is odd, \(R_3\leq0\). The next two magnitudes are \(b_4=1/20\) and \(b_5=1/30\), so $$ -\frac{1}{20}\leq R_3\leq-\frac{1}{20}+\frac{1}{30}=-\frac{1}{60}. $$ Consequently, $$ \frac{5}{12}-\frac{1}{20}\leq S\leq\frac{5}{12}-\frac{1}{60}, \qquad\text{or}\qquad \frac{11}{30}\leq S\leq\frac25. $$ The negative remainder places the sum below the third partial sum.

Worked Example: Certifying Accuracy with Factorial Magnitudes

Consider \(\sum_{n=1}^{\infty}(-1)^{n-1}/(n+1)!\). The magnitudes \(b_n=1/(n+1)!\) decrease to zero. After three terms, $$ S_3=\frac{1}{2!}-\frac{1}{3!}+\frac{1}{4!} =\frac12-\frac16+\frac1{24} =\frac{12-4+1}{24} =\frac38. $$ Since \(N=3\) is odd, \(R_3\leq0\). The first omitted magnitude is \(b_4=1/5!=1/120\), so the Remainder Bound gives \(|R_3|\leq1/120\). The two-term enclosure uses \(b_5=1/6!=1/720\): $$ -\frac{1}{120}\leq R_3\leq-\frac{1}{120}+\frac{1}{720} =-\frac{5}{720} =-\frac{1}{144}. $$ Therefore, $$ \frac38-\frac{1}{120}\leq S\leq\frac38-\frac{1}{144}, \qquad\text{or}\qquad \frac{11}{30}\leq S\leq\frac{53}{144}. $$ For a guaranteed error below \(1/100\), the three-term approximation already suffices, since \(|R_3|\leq1/120<1/100\). The two-term enclosure further identifies the direction of the error and narrows its possible range.

Equality and the Meaning of the Sign

The word “sign” in a remainder estimate requires care. The theorem places \(R_N\) in an interval with zero as one endpoint. It follows that a nonzero remainder has the sign of the first omitted term, but the remainder itself may be zero. This possibility occurs even when the omitted term is nonzero; strict inequalities would therefore be incorrect under the hypotheses used here.

Worked Example: A Nonzero Omitted Term and Zero Remainder

Define \(b_1=b_2=b_3=b_4=1\) and \(b_n=0\) for \(n\geq5\). This sequence is nonnegative and nonincreasing, and it tends to zero. The resulting positive-first series has partial sums $$ S_1=1,\qquad S_2=0,\qquad S_3=1,\qquad S_4=0. $$ All subsequent terms are zero, so the sum is \(S=0\). At \(N=2\), the first omitted term is \(+b_3=1\), but $$ R_2=S-S_2=0-0=0. $$ The signed bound correctly says \(0\leq R_2\leq1\); it does not claim that \(R_2\) is positive. The cancellation by the next omitted term explains the equality: \(b_3-b_4=1-1=0\).

If the alternating series begins with a negative term, it is the negative of the positive-first series with the same magnitudes. Negating the partial sums, sum, and remainder reverses all inequalities. The absolute error bound is unchanged, while the direction of the signed estimate reverses. It is often simplest to apply the positive-first result and then negate the resulting interval.

Choosing How Many Terms to Use

For a requested error tolerance \(\varepsilon>0\), choose \(N\) so that \(b_{N+1}<\varepsilon\). The Remainder Bound then guarantees \(|S-S_N|\leq b_{N+1}<\varepsilon\). If only a non-strict guarantee \(|S-S_N|\leq\varepsilon\) is needed, it suffices to have \(b_{N+1}\leq\varepsilon\). A small first omitted term is a convenient stopping rule because it certifies the error without requiring the exact sum.

When a one-sided estimate is useful, parity supplies it at no additional cost: for even \(N\), \(S_N\leq S\), and for odd \(N\), \(S_N\geq S\). When a tighter numerical interval is desired, use the first two omitted magnitudes as in the two-term enclosure. These are bounds rather than formulas for the exact remainder, and equality can occur at either endpoint. The estimates say how reliably a finite computation represents the sum; they do not determine the sum itself.

Takeaway: The error after \(N\) terms has magnitude at most \(b_{N+1}\). Its sign, when the error is nonzero, is the sign of the first omitted term. The even–odd bracketing also gives a sharper interval using the first two omitted terms, while allowing equality in all of these bounds.

Check Your Understanding

Use the signed remainder bound and the two-term enclosure to answer the following questions.

  1. For a positive-first alternating series, which way does \(S_N\) bound the sum when \(N\) is even? What changes when \(N\) is odd?
  2. Why is it incorrect to claim that the remainder must be nonzero whenever the first omitted term is nonzero?
  3. Write the two-term remainder interval when \(N\) is even.
  4. What condition on \(b_{N+1}\) guarantees an error strictly less than a given tolerance \(\varepsilon\)?
  5. How does negating a positive-first alternating series affect its signed remainder bounds?