Write and . For a real variation, with ,
Suitable endpoint conditions are homogeneous Dirichlet boundary conditions, homogeneous Neumann boundary conditions , or one of each. They remove the variation boundary term and the product . Stationarity for all interior variations is equivalent to
Conversely, multiplication of an eigenfunction equation by and integration by parts gives , hence . General Robin data require their boundary-energy contributions unless these endpoint products happen to vanish.
Use an eigenbasis orthonormal with respect to the weight: . For complex coefficients use the Hermitian version of the quotient, with absolute squares. Self-adjointness gives
When , dividing numerator and denominator by yields
If , these ratios are undefined, but the unscaled formula and upper-bound conclusion remain valid. The assumptions are a problem with a self-adjoint operator bounded below and a complete eigenbasis, with the trial function in its energy-form domain. The Rayleigh-Ritz method minimizes this quotient over an admissible trial family, obtaining an upper bound on . Higher eigenfunctions are stationary directions and need not be unrestricted extrema.

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