Power series and the Taylor series
Put a letter x into a series and it stops being a number and becomes a function. It turns out that eˣ, sine, cosine and the logarithm can all be written this way — as infinite polynomials. Their finite pieces are what a calculator actually evaluates those functions with.
Before you start
This topic builds on earlier ideas. Before you start, it's worth working through the lessons below — they'll make everything click:
- Number seriesA series is the limit of its sequence of partial sums — and only in a few lucky cases can that limit be computed outright. So instead of the sum, a humbler question is asked first: does the series have a sum at all. The tests answer it: comparison, ratio, root and Leibniz.
- The derivativeA derivative measures how fast a function changes at a point — it is the slope of the tangent to the graph. Meet the definition through the difference quotient and the six rules that compute it without taking a limit every time.
Where this is used
Real situations where you count exactly the way this lesson teaches:
- How a calculator evaluates a sineA processor holds no table of sines — it sums a few terms of a series. For x = 0.5 the polynomial x − x³/6 + x⁵/120 alone gives 0.4794255, and the true sine is 0.4794255 — seven digits of agreement from three terms. The next term would change the result by less than 10⁻⁹, so it is simply never computed.
- A pendulum at small anglesThe formula for the period of a pendulum, T = 2π√(L/g), comes from replacing sin θ by θ, i.e. from truncating the sine series after its first term. At a swing of 5 degrees, or 0.0873 radians, the sine is 0.08716 — a difference of 0.15 percent, so a 1-metre pendulum has a period of 2.006 seconds instead of 2.007. At 30 degrees the error is already 4.5 percent and the formula must not be used.
- Continuously compounded interestA deposit with a nominal rate of 3 percent compounded continuously grows over a year by a factor of e^0.03. The first two terms of the series give 1 + 0.03 = 1.03, and the third adds 0.00045, i.e. 1.03045 — really 3.045 percent rather than 3. On 20,000 that is 9 of difference, and it is exactly that quadratic term which separates continuous compounding from ordinary.
- Logarithmic returnsAnalysts measure price changes as ln(1 + r) rather than r, because such returns may be added. The logarithm series says when the difference is negligible: a 2 percent rise gives 0.0198, an error of 1 percent, while a 50 percent rise gives 0.405 instead of 0.5 — off by 19 percent. The first term of the expansion is a good approximation only near zero.
All formulas
Power series
a function of its argument x
Radius of convergence
convergent for |x − x_0| < R
Taylor series
the coefficients are derivatives at x_0
Maclaurin series
the Taylor series about zero
Expansion of eˣ
convergent for every x
Expansion of sine
odd powers only
Expansion of cosine
even powers only
Expansion of the logarithm
only for −1 < x ≤ 1
Approximation error
M bounds the derivative of order n+1
Every number series in the previous lesson summed to a number. Now put a variable into the terms:
For each fixed this is an ordinary number series — convergent for some arguments, not for others. A power series is therefore a function of its argument, defined wherever it converges. You have known the first example for a long time: the geometric series
Infinitely many powers on the left, a short formula on the right. This lesson is about when such a trade is legal and how to find the coefficients it needs.
The radius of convergence
For the geometric series the condition read , and that was no accident. Every power series converges on an interval symmetric about its centre, and its reach is called the radius of convergence:
| what happens | |
|---|---|
| less than | series convergent (absolutely, at that) |
| greater than | series divergent |
| equal to | must be examined separately, endpoint by endpoint |
The formula for is nothing but the ratio test applied to and solved for .
Two extreme cases are worth knowing:
- has — it converges for every ;
- has — it converges only at , so as a function it is useless.
Where the coefficients come from
Suppose a function is the sum of some power series about zero:
Setting kills everything but the first term, so . Now differentiate both sides:
Each time the constant is what remains, so in general . Hence the Taylor formula, in the version about an arbitrary point :
The version with is called the Maclaurin series and is the one used most often. Note that the coefficients are not chosen — they are forced by the derivatives of the function.
Four expansions
Sine and cosine go the same way, except that their derivatives at zero cycle through (for the sine) and (for the cosine) — which is why one expansion keeps only odd powers and the other only even ones.
| function | Maclaurin expansion | |
|---|---|---|
The last row differs from the rest, and not by chance: does not exist for , so no series has any business representing it there. The radius is exactly the distance from the centre of the expansion to that obstacle.
Approximating with a polynomial
Truncating the series after the term of degree gives the Taylor polynomial — and that is the practical payoff of the whole theory.
The drawing shows two things at once. Near zero every one of the polynomials hugs the sine, and that is the content of the Taylor formula. Far from zero each of them breaks away — because a polynomial runs off to infinity while the sine oscillates forever between and . An expansion is local by nature, even when the radius of convergence is infinite.
The approximation error
How much exactly is lost by truncating? The remainder bound answers that:
where bounds the derivative of order on the stretch examined. The crucial part is the factorial in the denominator: one extra term can improve the result by an order of magnitude.
The same computation lies behind the formula for the period of a pendulum: replacing by is a truncation of the sine series after its first term, allowed only at small angles — and at angles expressed in radians, because the whole theory rests on the derivative of the sine being the cosine, which stops being true in degrees. The angle converter will turn a value in degrees into radians for you.
Exercises
The set asks four things: the radius of convergence (a number or a fraction), the coefficient of xⁿ in a Maclaurin expansion (a fraction, zero included — a missing power is a full answer), the Maclaurin polynomial of a given degree (typed as a formula, e.g. 1+x+x^2/2), and the approximate value that polynomial produces, rounded to four places.
Practice
Work through a set of exercises — they get harder as you go. At the end you'll see your score and the mistakes worth reviewing.
The set draws only series with a finite radius, and it never asks for the interval of convergence: that answer is a pair of endpoints together with which of them is open, and that is not a number. Both cases are worked out in the examples above.
Common mistakes
- Confusing the radius with the interval — the radius is a single number, the interval is a set with endpoints; those endpoints have to be examined separately and can give different answers.
- Skipping the endpoints — the ratio test says nothing at , so leaving those two points out leaves the exercise unfinished.
- Assuming that makes a Taylor polynomial good everywhere — it is the whole series that converges; its finite truncation still breaks away far from the centre.
- Expanding instead of — the logarithm has no value at zero, so it is the shifted version that is expanded; this is not a cosmetic choice of notation.
- Losing the factorial in the denominator — the coefficient is , not the derivative alone; at that is a factor of 120.
- Approximating far from the centre of the expansion — the error grows like , so doubling the distance can multiply it several dozen times.
Formula card
Topic: Power and Taylor series
Power series
a function of its argument x
Radius of convergence
convergent for |x − x_0| < R
Taylor series
the coefficients are derivatives at x_0
Maclaurin series
the Taylor series about zero
Expansion of eˣ
convergent for every x
Expansion of sine
odd powers only
Expansion of cosine
even powers only
Expansion of the logarithm
only for −1 < x ≤ 1
Approximation error
M bounds the derivative of order n+1
