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2.5 Numerical experiments

3.1.1 Reformulation of the problem

Here, we further reformulate the already reformulated problem in Lemma 3.1.2 of finding the eigenvalue backward errors for •-palindromic polynomials into an equivalent problem of maximizing the Rayleigh quotient of a Hermitian matrix with respect to specified con- straints. These constraints involve Hermitian matrices when•=∗, and symmetric matrices when•=T. Letλ∈C\ {0},letP(z) =Pm

j=0zjAj be a•-palindromic matrix polynomial such thatM = (P(λ))1 exists and define vλ =Pm

j=0λjvj wherev0, . . . , vm ∈Cn.Also let k =bm21c.

Due to Theorem 3.1.3, for any v0, . . . , vm ∈ Cn that satisfy vλ 6= 0, there exists a

∆= (∆0, . . . ,∆m)∈pal such that

jMvλ =vj and ∆jMvλ =vmj, j = 0, . . . , k (3.1.3)

if and only if (Mvλ)vj = vmj(Mvλ). For any ∆j ∈ Cn×n satisfying (3.1.3) which is minimal with respect to the 2-norm, we have k∆jk= maxn

kvjk

kM vλk, kkvM vmjk

λk

o .

If m is even, the matrix ∆m2 of the tuple ∆ = (∆0, . . . ,∆m) is Hermitian when •=∗ and symmetric when •= T. In the case • =∗, the Hermitian matrix ∆m

2 may be chosen to satisfy ∆m

2Mvλ =vm

2, if and only if (Mvλ)vm

2 ∈R, (by Theorem 1.2.9). On the other hand, when • = T the symmetric matrix ∆m2 may be chosen to satisfy ∆m2Mvλ = vm2 without any restrictions on Mvλ and vm2 and in either case, any minimal 2-norm solution of this mapping problem satisfiesk∆m2k= kkvM vm/2k

λk,(see [33]). Therefore, if all the constraints are fulfilled, the minimal norm of∆ is given by

|||∆|||2w,2 =f(v0, . . . , vm), where

f(v0, . . . , vm) :=







 Pk j=0

2w2jmaxn

kvjk2

kM vλk2,kvmjk2

kM vλk2

o if m is odd,

Pk j=0

2w2jmaxn

kvjk2

kM vλk2,kvmjk2

kM vλk2

o+w2m

2

kvm 2k2

kM vλk2 if m is even.

Thus, Lemma 3.1.2 yields ηw,2pal(P, λ)2

= infn

f(v0, . . . , vm)(v0, . . . , vm)∈ Ko

, (3.1.4)

where K ⊆(Cn)m+1 is given by K:=n

(v0, . . . , vm)vλ 6= 0, (Mvλ)vj =vmjMvλ, j = 0. . . , ko

(3.1.5) if •=T,or if m is odd and •=∗ and by

K:=n

(v0, . . . , vm)vλ 6= 0, (Mvλ)vm2 ∈R,(Mvλ)vj =vmjMvλ, j = 0, . . . , ko

(3.1.6) otherwise (i.e., when • = ∗ and m is even). Observe that (Mvλ)vj = vmj(Mvλ) for j = 0, . . . , k,if and only if

0 =

M(v0 +· · ·+λmvm)

vj −vmj

M(v0+· · ·+λmvm)

=vCejv, where v := [vT0, . . . , vmT]T and

Cej := (Λmej+1)⊗M−(emj+1Λm)⊗M, (3.1.7) with Λm := [1, λ, . . . , λm]∈C1×(m+1). Similarly (Mvλ)vm2 ∈R if and only if

0 =−2 Im

(Mvλ)vm2

=i vm

2(Mvλ)−(Mvλ)vm2

=vCem2v,

where

Cem2 :=i

mem

2+1)⊗M−(em2+1Λm)⊗M

. (3.1.8)

Note that Cem2 is a Hermitian matrix but the matrices Cej, j = 0, . . . , k are not Hermitian.

Thus, from (3.1.5) if •=T, or if m is odd and •=∗ K=n

(v0, . . . , vm)vλ 6= 0, vCejv = 0, j = 0, . . . , ko

, (3.1.9)

and from (3.1.6) K=n

(v0, . . . , vm)vλ 6= 0, vCem

2v = 0, vCejv = 0, j = 0, . . . , ko

, (3.1.10) otherwise.

As already stated in the beginning of this section, our aim is to reformulate the com- putation of the structured eigenvalue backward error as an equivalent problem of maxi- mizing the Rayleigh quotient of a Hermitian matrix subject to specified constraints. The same strategy was applied in Chapter 2 to find the structured eigenvalue backward errors ηSw,2(P, λ) for Hermitian and related structures. But the reformulation was aided by the fact that ηw,2S (P, λ) satisfied

ηSw,2(P, λ) = sup

(PmkMvλk2

j=0w2jkvjk2

vλ 6= 0, vjMvλ ∈R )!12

(3.1.11) for those structures, which made it possible to compute ηw,2S (P, λ) by minimizing the Rayleigh quotient of a particular Hermitian matrix G as given in Theorem 2.2.2 subject to certain conditions involving Hermitian matrices. However, this is not the case for the structured eigenvalue backward error ηw,2pal(P, λ) for the •-palindromic structures, because the function f in the right hand side of (3.1.4) involves taking a maximum instead of a sum of squares. The following lemma is a key step towards establishing a relationship similar to (3.1.11) forηw,2pal(P, λ),because it shows that computingηw,2pal(P, λ) is equivalent to minimizing a function g related to f that can be interpreted as a Rayleigh quotient of a certain Hermitian matrix.

Lemma 3.1.4. Let P(z) =Pm

j=0zjAj be •-palindromic and λ∈C\ {0}. Assume further that M = P(λ)1

exists and k =bm21c. Then ηw,2pal(P, λ)2

= infn

g(v0, . . . , vm)(v0, . . . , vm)∈ Ko ,

where

g(v0, . . . , vm) :=







 Pk j=0

2w2j(kvjk2+|λ|m2jkvmjk2)

(1+|λ|m2j)kM vλk2 if m is odd, Pk

j=0

2w2j(kvjk2+|λ|m2jkvmjk2) (1+|λ|m2j)kM vλk2 +w

2m 2kvm

2k2

kM vλk2 if m is even, and K is as defined in (3.1.9) and (3.1.10), respectively.

Proof. Set ν := inf

g(v0, . . . , vm)(v0, . . . , vm)∈ K . It is easily verified that g(v0, . . . , vm)≤f(v0, . . . , vm) for all (v0, . . . , vm)∈(Cn)m+1 with vλ 6= 0.

This together with (3.1.4) implies ν ≤ ηwpal(P, λ)2

. The opposite inequality is an imme- diate consequence of the following facts:

(a) The infimum of g in the definition of ν is attained for some (ˆv0, . . . ,ˆvm)∈ K. (b) For every minimizer (ˆv0, . . . ,vˆm)∈ K of g, we have

g(ˆv0, . . . ,vˆm) =f(ˆv0, . . . ,vˆm).

Proof of (a): SinceKis closed under scalar multiplication and since for allt∈R\{0}and all (v0, . . . , vm)∈ Kwe haveg(v0, . . . , vm) =g(t v0, . . . , t vm), we obtain thatg(K) = g(K ∩ S), where S is defined as

S =

(v0, . . . , vm)∈(Cn)m+1

Xk j=0

kvjk2 = 1

.

Let (v0(`), . . . , vm(`)), ` ∈N, be a sequence in K ∩ S for which

`lim→∞g v(`)0 , . . . , vm(`)

=ν.

SinceSis compact, we may assume without loss of generality that the sequence (v0(`), . . . , v(`)m) has a limit (ˆv0, . . . ,ˆvm) ∈ S. Suppose that (ˆv0, . . . ,vˆm) does not belong to K. Then we have ˆvλ :=Pm

j=0λjj = 0,as (ˆv0, . . . ,ˆvm) belongs to the closure of K. This implies

`lim→∞

M

v(`)0 +λv1(`)+· · ·+λmvm(`)1 =∞ and hence

`lim→∞g(v0(`), . . . , vm(`)) =∞ 6=ν

which is a contradiction. Thus, (ˆv0, . . . ,vˆm)∈ K and g(ˆv0, . . . ,vˆm) =ν.

Proof of (b): Let (ˆv0, . . . ,vˆm) ∈ K be such that g(ˆv0, . . . ,vˆm) = ν. Observe that, to show that g(ˆv0, . . . ,vˆm) =f(ˆv0, . . . ,ˆvm), it is sufficient to show that kvˆjk=kvˆmjk for all j = 0, . . . , k. Let

x0 =



M(ˆvλ)/kM(ˆvλ)k if •=∗, M(ˆvλ)/kM(ˆvλ)k if •=T

and for each j such that 0 ≤ j ≤ k, let yj, ymj be the projections of ˆvj and ˆvmj, respectively, onto the orthogonal complement of x0,for 0≤j ≤k. Then

ˆ

vj =yj+cjx0 and ˆvmj =ymj +cmjx0

for somecj, cmj ∈C.Since (ˆv0, . . . ,vˆm)∈ K we have ¯cj =cmj when •=∗ andcj =cmj

when •=T. Hence

kvˆjk2 =kyjk2+|cj|2 and kˆvmjk2 =kymjk2+|cj|2. (3.1.12) Let y= ¯λm2jyj +|λ|m2jymj. Observe that

(ˆv0, . . . ,ˆvj +t λm2jy, . . . ,ˆvmj −t y, . . . ,vˆm)∈ K for all t∈ R. Thus as (ˆv0, . . . ,vˆm) is a minimizer of g over K, we have

0 = d

dtg vˆ0, . . . ,vˆj +t λm2jy, . . . ,ˆvmj −t y, . . . ,ˆvm

t=0

= d

dt

2wj2(kvˆj+t λm2jyk2+|λ|m2jkvˆmj −t yk2) (1 +|λ|m2j)kMˆvλk2

t=0

= 2w2jRe ˆvjm2jy)− |λ|m2jˆvmjy (1 +|λ|m2j)kMvˆλk2

since, d

dtkv+tyk2

t=0

= 2Re(vy)

= 2w2jRe yjm2jy)− |λ|m2jymjy (1 +|λ|m2j)kMvˆλk2

= 2w2j|λ|m2jRe |λ|m2jkyjk2m2jyjymj −¯λm2jymjyj− |λ|m2jkymjk2 (1 +|λ|m2j)kMˆvλk2

= 2w2j|λ|2(m2j) kyjk2− kymjk2 (1 +|λ|m2j)kMˆvλk2 ,

which implies kyjk = kymjk. This together with (3.1.12) yields kˆvjk = kvˆmjk. Hence kvˆjk = kvˆmjk for all j, and the latter implies g(ˆv0, . . . ,vˆm) = f(ˆv0, . . . ,ˆvm). This com- pletes the proof.

Recalling that k = bm21c, define γj1 = wj

q 2

1+|λ|m2j, γj2 = wj

q 2|λ|m2j 1+|λ|m2j for j = 0, . . . , k,and

Γ :=

(diag(γ01, . . . , γk1, γk2, . . . , γ02)⊗In, if m is odd,

diag(γ01, . . . , γk1, wm2, γk2, . . . , γ02)⊗In if m is even. (3.1.13) Also recall that Λm = [1, λ, . . . , λm]∈C1×(m+1). Then we have

g(v0, . . . , vm) = vΓ2v

vGve , where Ge := (ΛmΛm)⊗(MM), v = [v0T , . . . , vTm]T (3.1.14) and where vGve =kMvλk2 6= 0, or, equivalently, vλ 6= 0. It follows that

ηw,2pal(P, λ) = infn

f(v0, . . . , vm)(v0, . . . , vm)∈ Ko1/2

=

infn

g(v0, . . . , vm)(v0, . . . , vm)∈ Ko1/2

(by Lemma 3.1.4)

=

supn

g(v0, . . . , vm)1 (v0, . . . , vm)∈ Ko1/2

. Set u:= Γv and

G:= Γ1GΓe 1, Cj := Γ1CejΓ1, Cm2 := Γ1Cem2 Γ1, (3.1.15) where G,e Cej and Cem2 are as defined in (3.1.14), (3.1.7) and (3.1.8) respectively.

By Lemma 3.1.4 and (3.1.14), for k=bm21c, we have ηw,2pal(P, λ)2

= supn vGve vΓ2v

v ∈Cn(m+1)\ {0}, vCejv = 0, j = 0, . . . , ko

= supnuGu uu

u∈Cn(m+1)\ {0}, uCju= 0, j = 0, . . . , ko , if •=T,or if m is odd and •=∗, and

ηw,2pal(P, λ)2

= supnuGu uu

u∈Cn(m+1)\{0}, uCm2u= 0, uCju= 0, j = 0, . . . , ko otherwise. Note that the condition vλ 6= 0 from the definition of K in (3.1.9) or (3.1.10), respectively or, equivalently, the conditions vGve 6= 0 and uGu 6= 0 can be dropped in the two expressions for ηw,2pal(P, λ)2

, because Ge and G are semidefinite. This implies

uGu

uu ≥ 0 and hence the supremum of this Rayleigh quotient over all nonzero vectors u satisfying some constraints will be the same with or without the additional condition uGu6= 0.

In order to state the main result of this section, for each j = 0, . . . , k we define

Hj :=Cj+Cj, Hmj := i(Cj −Cj), Hm2 :=Cm2, (3.1.16)

Sj := Cj +CjT, (3.1.17)

where Cj, forj = 0, . . . , k, and Cm2 , are as in (3.1.15).

Observe that for j = 0, . . . , k,

vCejv = 0 ⇐⇒ uHju= 0 anduHmju= 0, vTCejv = 0 ⇐⇒ uTSju= 0,

vCem2v = 0 ⇐⇒ uHm2 u= 0.

Therefore we have proved the following theorem which gives the desired reformulation.

Theorem 3.1.5. Let P(z) = Pm

j=0zjAj be •-palindromic and λ∈ C\ {0}. Suppose that P(λ)is nonsingular and M = (P(λ))1. Furthermore, letk :=bm21c, G be as in (3.1.15), Hj, forj = 0, . . . , m,be defined by (3.1.16)and Sj, forj = 0, . . . , k,be defined by (3.1.17).

Then

ηw,2palT(P, λ) =

supnuGu uu

u∈Cn(m+1)\{0}, uTSju= 0, j = 0, . . . , ko12

(3.1.18) and

ηpalw,2(P, λ) =

supnuGu uu

u∈ Cn(m+1)\{0}, uHju= 0, j = 0, . . . , mo12

. (3.1.19)

3.1.2 Eigenvalue backward errors of ∗ -palindromic matrix poly-