# Adapt or Forget: Provable Tradeoffs Between Adam and SGD in Nonstationary Optimization

arXiv: https://arxiv.org/abs/2605.04269 · HTML: https://mlsanity.com/paper/2605.04269/

## Key facts

- Cited by 1 papers in the map (data through 14 Oct 2026).
- Builds on 31 of its 48 references that are in the map.
- First posted on arXiv 5 May 2026.

## Builds on (most cited first, 30 of 31)

- [Language Models are Few-Shot Learners](https://mlsanity.com/paper/2005.14165/) (2020)
- [An Image is Worth 16x16 Words: Transformers for Image Recognition at Scale](https://mlsanity.com/paper/2010.11929/) (2020)
- [Advances and Open Problems in Federated Learning](https://mlsanity.com/paper/1912.04977/) (2019)
- [Trust Region Policy Optimization](https://mlsanity.com/paper/1502.05477/) (2015)
- [Continual Lifelong Learning with Neural Networks: A Review](https://mlsanity.com/paper/1802.07569/) (2018)
- [On the Convergence of Adam and Beyond](https://mlsanity.com/paper/1904.09237/) (2019)
- [Introduction to Online Convex Optimization](https://mlsanity.com/paper/1909.05207/) (2019)
- [The Marginal Value of Adaptive Gradient Methods in Machine Learning](https://mlsanity.com/paper/1705.08292/) (2017)
- [Understanding plasticity in neural networks](https://mlsanity.com/paper/2303.01486/) (2023)
- [A Simple Convergence Proof of Adam and Adagrad](https://mlsanity.com/paper/2003.02395/) (2020)
- [Why Transformers Need Adam: A Hessian Perspective](https://mlsanity.com/paper/2402.16788/) (2024)
- [Noise Is Not the Main Factor Behind the Gap Between SGD and Adam on Transformers, but Sign Descent Might Be](https://mlsanity.com/paper/2304.13960/) (2023)
- [Convergence of Adam Under Relaxed Assumptions](https://mlsanity.com/paper/2304.13972/) (2023)
- [Tight Analyses for Non-Smooth Stochastic Gradient Descent](https://mlsanity.com/paper/1812.05217/) (2018)
- [Heavy-Tailed Class Imbalance and Why Adam Outperforms Gradient Descent on Language Models](https://mlsanity.com/paper/2402.19449/) (2024)
- [Adaptivity and Non-stationarity: Problem-dependent Dynamic Regret for Online Convex Optimization](https://mlsanity.com/paper/2112.14368/) (2021)
- [Maintaining Plasticity in Deep Continual Learning](https://mlsanity.com/paper/2306.13812/) (2023)
- [Slow and Steady Wins the Race: Maintaining Plasticity with Hare and Tortoise Networks](https://mlsanity.com/paper/2406.02596/) (2024)
- [Continuous Time Analysis of Momentum Methods](https://mlsanity.com/paper/1906.04285/) (2019)
- [On the Influence of Momentum Acceleration on Online Learning](https://mlsanity.com/paper/1603.04136/) (2016)
- [On Convergence of Adam for Stochastic Optimization under Relaxed Assumptions](https://mlsanity.com/paper/2402.03982/) (2024)
- [ADOPT: Modified Adam Can Converge with Any β2 with the Optimal Rate](https://mlsanity.com/paper/2411.02853/) (2024)
- [Stochastic Optimization under Distributional Drift](https://mlsanity.com/paper/2108.07356/) (2021)
- [Adaptive Preconditioners Trigger Loss Spikes in Adam](https://mlsanity.com/paper/2506.04805/) (2025)
- [Adam on Local Time: Addressing Nonstationarity in RL with Relative Adam Timesteps](https://mlsanity.com/paper/2412.17113/) (2024)
- [A Comprehensive Framework for Analyzing the Convergence of Adam: Bridging the Gap with SGD](https://mlsanity.com/paper/2410.04458/) (2024)
- [Statistical Efficiency of Distributional Temporal Difference Learning and Freedman's Inequality in Hilbert Spaces](https://mlsanity.com/paper/2403.05811/) (2024)
- [SGD with Dependent Data: Optimal Estimation, Regret, and Inference](https://mlsanity.com/paper/2601.01371/) (2026)
- [Why Adam Can Beat SGD: Second-Moment Normalization Yields Sharper Tails](https://mlsanity.com/paper/2603.03099/) (2026)
- [On the Provable Suboptimality of Momentum SGD in Nonstationary Stochastic Optimization](https://mlsanity.com/paper/2601.12238/) (2026)

## Built on by (most cited first, 1 of 1)

- [Minimax Optimality of Shampoo for Nonstationary Stochastic Optimization](https://mlsanity.com/paper/2610.16923/) (2026)

## Abstract (arXiv)

We provide a theoretical analysis of Adam under non-stationary stochastic objectives, separating two regimes: Euclidean tracking under adaptive strong monotonicity of the Adam-preconditioned mean-gradient operator, and high-probability projected stationarity guarantees under general L-smooth objectives. In the tracking regime, we derive finite-time expected and high-probability bounds that decompose sharply into four components: initialization, objective drift, a first-moment tracking error governed by β1, and a preconditioner perturbation governed by β2. We characterize the burn-in time required for the transient terms to decay to the asymptotic tracking bound under constant and step-decay schedules. We also prove a high-probability bound on the average projected stationarity gap for Adam under distribution shift. Across both analyses, our bounds reveal a noise--drift tradeoff: in noise-dominated regimes, first-moment averaging and adaptive preconditioning can yield favorable upper guarantees, whereas in drift-dominated regimes, stale first-moment information and preconditioner perturbations can enlarge Adam's tracking guarantee, potentially allowing vanilla SGD to attain a smaller tracking error. Our explicit (β1,β2,ε)-dependent bounds identify mechanisms through which adaptive step-sizing can help or hurt under nonstationarity and provide theoretical explanations consistent with Adam's empirical instability and stabilization under distribution shift.
