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Series and Partial Sums · Tutorial 559 of 998

Negative Ratios and Oscillating Geometric Sums

Compute partial sums for geometric series with negative ratios and explain how alternating signs affect their limiting value.

Beginner 9 min read

What You'll Learn

  • Identify the first term and common ratio in a geometric series with alternating signs.
  • Compute an n-term partial sum using the finite geometric sum formula.
  • Explain why a negative ratio with magnitude below one produces shrinking term magnitudes when the first term is nonzero.
  • Determine the limit of the partial sums when the ratio is negative and its magnitude is below one.
  • Describe how partial sums lie on alternating sides of their limit.
  • Distinguish genuine sign oscillation from the all-zero case.

Why Negative Ratios Need Careful Tracking

A geometric series with a negative common ratio alternates in sign: positive terms are followed by negative terms, or negative terms by positive terms. This sign change affects the partial sums, but it does not prevent them from converging when the ratio’s magnitude is less than one.

To understand what the sums do, keep two questions separate. First, what is the exact value of a finite partial sum? Second, what happens to those partial sums as the number of terms grows? The finite formula answers the first question; its limiting behavior answers the second.

Terms and Partial Sums

Let \(a\) be the first term and \(r\) the common ratio. The \(k\)-th term, with the index beginning at \(k=0\), is \(ar^k\). Thus each term after the first is obtained by multiplying the preceding term by \(r\).

$$ a,\quad ar,\quad ar^2,\quad ar^3,\quad \ldots $$

For a positive integer \(n\), define \(S_n\) to be the sum of the first \(n\) terms. With this indexing, the first \(n\) terms have exponents from \(0\) through \(n-1\).

$$ S_n=\sum_{k=0}^{n-1} ar^k =a+ar+ar^2+\cdots+ar^{n-1}. $$
Definition: A geometric series has a first term \(a\) and a common ratio \(r\), so its \(k\)-th term is \(ar^k\). Its \(n\)-th partial sum \(S_n\) is the sum of its first \(n\) terms.

In this tutorial, the ratio is negative, \(r<0\), and its magnitude is less than one, \(|r|<1\). The first condition causes sign changes for nonzero terms. The second causes the magnitudes of nonzero terms to decrease toward zero. If \(a=0\), however, every term is zero, whatever the value of \(r\); there are no nonzero terms whose signs alternate.

The Finite Sum Formula

When \(r\ne 1\), the first \(n\) terms have the finite geometric sum

$$ S_n=a\frac{1-r^n}{1-r}. $$

For the negative ratios considered here, \(r<0\), so \(1-r\ne 0\) and the formula applies. The negative sign in \(r\) must remain in the powers \(r^n\). Replacing \(r\) by \(|r|\) would change the terms and the sum.

Why the Formula Works

The formula follows by multiplying the finite sum by \(r\) and subtracting. This cancellation argument also shows why the exponent in the last term is \(n-1\).

1
Write the sum and its multiple by \(r\).
Starting from \(S_n=a+ar+\cdots+ar^{n-1}\), multiplication gives \(rS_n=ar+ar^2+\cdots+ar^n\).
2
Subtract the expressions.
Every shared middle term cancels, leaving \(S_n-rS_n=a-ar^n\).
3
Solve for \(S_n\).
Since \(1-r\ne0\), divide both sides of \((1-r)S_n=a(1-r^n)\) by \(1-r\).
$$ \begin{aligned} S_n-rS_n &=(a+ar+\cdots+ar^{n-1})-(ar+ar^2+\cdots+ar^n)\\ &=a-ar^n,\\ (1-r)S_n&=a(1-r^n),\\ S_n&=a\frac{1-r^n}{1-r}. \end{aligned} $$

This derivation is valid for every positive integer \(n\) and every \(r\ne1\). It does not depend on whether \(r\) is positive or negative, or on whether the series has a limit. Here, it gives each finite partial sum exactly.

Worked Example: Five Terms with Ratio \(-\frac12\)

Worked Example: Five Terms with Ratio \(-\frac12\)

Find the first five terms and their sum for \(a=6\) and \(r=-\frac12\). Then find the limit of the partial sums.

Multiply each term by \(-\frac12\) to obtain the next one:

$$ 6,\quad -3,\quad \frac32,\quad -\frac34,\quad \frac38. $$

Adding these terms gives

$$ S_5=6-3+\frac32-\frac34+\frac38 =\frac{48-24+12-6+3}{8} =\frac{33}{8}. $$

The formula gives the same result. Since \(\left(-\frac12\right)^5=-\frac1{32}\),

$$ S_5 =6\frac{1-\left(-\frac12\right)^5}{1-\left(-\frac12\right)} =6\frac{1+\frac1{32}}{\frac32} =6\cdot\frac{33}{32}\cdot\frac23 =\frac{33}{8}. $$

The direct sum and the formula agree. Since \(\left|-\frac12\right|<1\), the powers \(r^n\) approach zero, so the partial sums approach \(\frac{6}{1+\frac12}=4\). Indeed, \(S_5=\frac{33}{8}=4+\frac18\); this partial sum is still above the limit.

Why the Partial Sums Converge

For \(r<0\) with \(|r|<1\), the powers \(r^n\) alternate in sign, but their magnitudes approach zero. One way to justify the shrinking magnitudes is to set \(q=|r|\), where \(0<q<1\). Then \(1/q=1+c\) for some \(c>0\). The binomial inequality \((1+c)^n\ge 1+nc\) gives

$$ 0<q^n=\frac{1}{(1+c)^n}\le \frac{1}{1+nc}. $$

The right-hand side approaches zero as \(n\) grows, so \(q^n\to0\), and therefore \(r^n\to0\). The case \(r=0\) also has \(r^n=0\) for every positive \(n\).

Now apply this fact to the finite sum formula. Since \(1-r\) is a fixed nonzero number, the term involving \(r^n\) vanishes in the limit:

$$ S_n=a\frac{1-r^n}{1-r} \longrightarrow a\frac{1-0}{1-r} =\frac{a}{1-r}. $$
Theorem: If \(r<0\) and \(|r|<1\), the partial sums of the geometric series with first term \(a\) converge to \(\frac{a}{1-r}\). This also holds when \(a=0\), in which case every partial sum and the limit are zero.

Because \(r<0\), the denominator \(1-r\) is greater than one. The limit is not found by changing the ratio to its magnitude; it comes from using the signed ratio in the formula.

Worked Example: Four Terms with Ratio \(-\frac23\)

Worked Example: Four Terms with Ratio \(-\frac23\)

For \(a=3\) and \(r=-\frac23\), compute \(S_4\) and the limiting sum.

The four terms are obtained successively by multiplying by \(-\frac23\):

$$ 3,\quad -2,\quad \frac43,\quad -\frac89. $$

Their sum is

$$ S_4=3-2+\frac43-\frac89 =1+\frac43-\frac89 =\frac{9}{9}+\frac{12}{9}-\frac89 =\frac{13}{9}. $$

Using the formula, \(\left(-\frac23\right)^4=\frac{16}{81}\), so

$$ S_4 =3\frac{1-\frac{16}{81}}{1+\frac23} =3\cdot\frac{65}{81}\cdot\frac35 =\frac{13}{9}. $$

The two calculations agree. The limiting sum is

$$ \frac{a}{1-r} =\frac{3}{1+\frac23} =\frac95. $$

As a further check on the location of \(S_4\), subtract the limit using the formula \(S_n-\frac{a}{1-r}=-\frac{ar^n}{1-r}\):

$$ S_4-\frac95 =-\frac{3\cdot\frac{16}{81}}{\frac53} =-\frac{16}{45}, \qquad \frac95-\frac{16}{45} =\frac{81-16}{45} =\frac{13}{9}. $$

Alternation Around the Limit

The partial sums themselves also have a useful relation to their limit \(L=\frac{a}{1-r}\). Subtracting \(L\) from the finite sum formula gives

$$ S_n-L =a\frac{1-r^n}{1-r}-\frac{a}{1-r} =-\frac{ar^n}{1-r}. $$

For \(a\ne0\), the sign of this difference alternates with \(n\), because \(r^n\) does. Thus successive partial sums lie on opposite sides of the limit. Their distance from it is

$$ |S_n-L|=\frac{|a|\,|r|^n}{1-r}, $$

which tends to zero. If \(a>0\), odd-indexed partial sums lie above the limit and even-indexed ones below it. If \(a<0\), the sides are reversed. If \(a=0\), all partial sums equal the limit, zero, and there is no oscillation around it.

The change from one partial sum to the next is exactly the next term:

$$ S_{n+1}-S_n=ar^n. $$

So for nonzero \(a\), the partial sums move alternately upward and downward, with steps whose magnitudes shrink. This is why alternating terms do not mean the partial sums fail to settle: the steps become small enough that the sums approach a fixed value.

Worked Example: A Negative First Term

Worked Example: A Negative First Term

Let \(a=-4\) and \(r=-\frac13\). Find \(S_3\), its limiting sum, and determine which side of the limit \(S_3\) lies on.

The first three terms are

$$ -4,\quad \frac43,\quad -\frac49. $$

Therefore,

$$ S_3=-4+\frac43-\frac49 =-\frac{36}{9}+\frac{12}{9}-\frac49 =-\frac{28}{9}. $$

The finite formula confirms this value. Since \(\left(-\frac13\right)^3=-\frac1{27}\),

$$ S_3 =-4\frac{1-\left(-\frac1{27}\right)}{1+\frac13} =-4\cdot\frac{28}{27}\cdot\frac34 =-\frac{28}{9}. $$

The limit is

$$ L=\frac{-4}{1+\frac13}=-3=-\frac{27}{9}. $$

Thus \(S_3=-\frac{28}{9}\) is below \(L=-\frac{27}{9}\). This agrees with \(S_3-L=-\frac19\), obtained from \(-\frac{ar^3}{1-r}\). The direct sum, the finite formula, and the comparison with the limit are consistent.

Common Mistake: Replacing the Ratio by Its Magnitude

A frequent error is to use \(|r|\) in the sum formula because it describes the sizes of the terms. But \(|r|\) does not preserve their signs. For example, with \(a=4\) and \(r=-\frac12\), the correct infinite sum is

$$ \frac{4}{1-\left(-\frac12\right)} =\frac{4}{\frac32} =\frac83. $$

Replacing \(r\) by \(\frac12\) instead would give \(\frac{4}{1-\frac12}=8\), which is the sum for a different series, \(4+2+1+\cdots\). The actual series is \(4-2+1-\frac12+\cdots\), so its signs must remain in the computation.

There is a related qualification about term magnitudes. If \(a\ne0\) and \(|r|<1\), then each successive term has smaller magnitude, since \(|ar^{k+1}|=|r|\,|ar^k|<|ar^k|\). When \(a=0\), every term has magnitude zero; the magnitudes are equal, not strictly decreasing. Keeping this special case explicit avoids claiming that zero terms shrink.

Why This Topic Matters

Negative ratios show that convergence is not the same as monotone movement. For a nonzero first term, these partial sums alternate around their limit rather than approaching it from just one side. The exact formula makes that behavior visible: \(S_n-L=-\frac{ar^n}{1-r}\) records both the alternating side and the shrinking distance.

When computing, first identify the signed ratio, then use the finite formula with the correct number of terms. Only after that should you take a limit, and only when \(|r|<1\). In particular, the limiting sum is a value approached by the partial sums; it is not generally equal to any one finite partial sum.

Check Your Understanding

Answer the following questions using the signed common ratio in each calculation.

  1. For \(a=5\) and \(r=-\frac12\), write the first four terms and compute \(S_4\).
  2. For \(a=2\) and \(r=-\frac34\), find the limit of the partial sums.
  3. For \(a\ne0\), explain why successive terms have decreasing magnitudes when \(-1<r<0\).
  4. For \(a=0\) and \(r=-\frac12\), what are all the terms, partial sums, and the limiting sum?
  5. When \(a>0\) and \(-1<r<0\), which side of the limiting sum contains \(S_3\)? Explain using \(S_n-\frac{a}{1-r}\).