Also known as: polarization identity · congruent matrices
Definition 12.1University Mathematics — Year 2 · Chapter 12 — Quadratic Forms
A symmetric bilinear form on a real vector space E is a bilinear φ:E×E→R with φ(x,y)=φ(y,x); the associated quadratic form is q(x)=φ(x,x). The form φ is recovered from q by polarization:
φ(x,y)=21(q(x+y)−q(x)−q(y)).
In a basis (ei), the matrix of φ is the symmetricB=(φ(ei,ej)), with q(x)=XTBX; a change of basis with matrix P replaces B by PTBP (congruence — not similarity!). The rank of q is rkB (invariant: congruence multiplies by invertible matrices).
Examples
Example 12.3(Congruence in action)
Take q(x,y)=x2+4xy+y2 (matrix B=(1221)) and the new basis e1′=(1,1), e2′=(1,−1), i.e. P=(111−1). Then
PTBP=(111−1)(1221)(111−1)=(600−2):
in the coordinates (u,v) along the new basis, q=6u2−2v2 — check: x=u+v, y=u−v gives x2+4xy+y2=6u2−2v2 directly. Note the new diagonal entries 6,−2 are not the eigenvalues3,−1 of B: congruence rescales, only similarity preserves spectra — but the signs agree, as Sylvester’s theorem demands. (The basis here is orthogonal but not orthonormal; normalizing it by 21 would divide the diagonal by 2 and recover the eigenvalues.)
Example 12.4(Gram determinants measure area)
For v1,v2 in a Euclidean space, the Gram matrix G=(⟨vi,vj⟩) packages lengths and angle; its determinant packages area:
the squared area of the parallelogram on v1,v2 — and Cauchy–Schwarz is exactly the statement detG≥0. Worked instance: v1=(1,2,2), v2=(2,1,−2) in R3:
G=(9009),detG=81:
the vectors are orthogonal of length 3, spanning a parallelogram (here, a square) of area 81=9. Closing insight: no cross product and no dimension-3 magic was used — detG measures k-dimensional volume in any dimension, the starting point of the weekend problem’s Part I and of the surface-area integrals later in this volume.
Example 12.16
A=(2112): eigenvalues3 (eigenvector21(1,1)) and 1 (21(1,−1)). The quadratic form2x2+2xy+2y2 becomes 3X2+Y2 in the rotated orthonormal frame: an ellipse’s principal axes, computed. The Gauss reduction reaches a diagonal form too, but only the spectral theorem reaches it without distorting lengths.