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arXiv:2402.00801 · Nature Communications

Test of the physical significance of Bell non-locality

Carlos Vieira, Ravishankar Ramanathan, Adán Cabello

Published May 12, 2025• 8 citations
arXivHTMLPDF

Abstract

Loophole-free violations of Bell inequalities imply that at least one of the assumptions behind local hidden-variable theories must fail. Here, we show that, if only one fails, then it has to fail completely, therefore excluding models that partially constrain freedom of choice or allow for partial retrocausal influences, or allow partial instantaneous actions at a distance. Specifically, we show that (i) any hidden-variable theory with outcome independence (OI) and arbitrary joint relaxation of measurement independence (MI) and parameter independence (PI) can be experimentally excluded in a Bell-like experiment with many settings on high-dimensional entangled states, and (ii) any hidden-variable theory with MI, PI and arbitrary relaxation of OI can be excluded in a Bell-like experiment with many settings on qubit-qubit entangled states. Loophole-free violations of Bell inequalities imply that at least one of the assumptions formalising local hidden-variable theories must fail. Here, the authors show that, if only one is false, then it has to fail completely, therefore excluding models that allow partial instantaneous actions at a distance, partially constrain freedom of choice or allow for partial retrocausal influences.

DOI
10.1038/s41467-025-59247-7

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Loophole-free violations of Bell inequalities imply that at least one of the assumptions behind local hidden-variable theories must fail. Here, we show that, if only one fails, then it has to fail completely, therefore excluding models that partially constrain freedom of choice or allow for partial retrocausal influences, or allow partial instantaneous actions at a distance. Specifically, we show that (i) any hidden-variable theory with outcome independence (OI) and arbitrary joint relaxation of measurement independence (MI) and parameter independence (PI) can be experimentally excluded in a Bell-like experiment with many settings on high-dimensional entangled states, and (ii) any hidden-variable theory with MI, PI and arbitrary relaxation of OI can be excluded in a Bell-like experiment with many settings on qubit-qubit entangled states. Loophole-free violations of Bell inequalities imply that at least one of the assumptions formalising local hidden-variable theories must fail. Here, the authors show that, if only one is false, then it has to fail completely, therefore excluding models that allow partial instantaneous actions at a distance, partially constrain freedom of choice or allow for partial retrocausal influences.
Bell's theorem is a conditional statement about theoretical models specified by a complete physical state λ\lambdaλ. It shows that models satisfying measurement independence and a stochastic Bell-locality (factorizability) condition obey Bell inequalities. Bell experiments, however, do not directly observe λ\lambdaλ or the λ\lambdaλ-conditioned probabilities appearing in that condition. They record analyzer settings, detector outcomes, and experimental metadata, from which they estimate operational joint distributions, marginals, correlations, and Bell statistics. We clarify the logical relationship between these two levels. The λ\lambdaλ-conditioned factorization identity cannot be directly evaluated at fixed λ\lambdaλ from the operational record alone. Nevertheless, by marginalizing over λ\lambdaλ under measurement independence, the model class implies observable inequalities that can be empirically violated. A Bell-inequality violation therefore excludes the corresponding Bell-local model class under the assumptions required for the inequality, but it does not by itself identify which latent assumption---measurement independence, parameter independence, or outcome independence---failed, nor does it uniquely determine an ontological interpretation. To illustrate this distinction concretely, we employ the Unified Quantum Mechanics formulation, in which the physical state is real, and the complex wavefunction is representational. We show that all four formulations of the dynamics---Schr\"odinger, Hilbert-transform, complex second-order, and real second-order---require the same two real initial functions u0=u(0)u_0=u(0)u0​=u(0) and u1=∂tu(0)u_1=\partial_t u(0)u1​=∂t​u(0); the complex initial state is merely a repackaging of them, not additional physical information. We formulate the distinction as a three-level hierarchy: operational data, model-class exclusion, and ontological interpretation. The hierarchy separates experimental loopholes, which concern assumptions linking an actual experiment to an ideal Bell model, from the conceptual underdetermination of latent-variable conditional probabilities, which remains even in a loophole-free experiment. The result clarifies what Bell experiments establish without claiming that Bell-local models are empirically untestable. A Monte Carlo simulation illustrates the distinction between operational Bell-test results and latent-state factorization.
Abstract Bell inequalities are consequences of local realism while violated by quantum mechanics. In particle physics, entangled high energy particles can be produced from a common source, and the decay of each particle plays the role of measurement. However, in a hidden variable theory, the decay could be determined by hidden variables. This loophole killed such approaches to Bell test in particle physics. It is a special form of measurement-setting or free-will loophole, which also exists in other systems. Using entangled baryons, we present new inequalities of local realism with the explicit assumption of the dependence of the decays on hidden variables, as well as the consideration of the statistical mixture of polarizations and the separation of local hidden variables for objects with spacelike distances. These violations closes the measurement-setting loophole once and for all. We propose to use the processes ηc→ΛΛˉ\eta _c\rightarrow \varLambda {\bar{\varLambda }}ηc​→ΛΛˉ ηc→ΛΛ¯ and χc0→ΛΛˉ\chi _{c0} \rightarrow \varLambda {\bar{\varLambda }}χc0​→ΛΛˉ χc0→ΛΛ¯ to test our inequalities, and show that their violations are likely to be observed with the data already collected in BESIII.
Besides well-known conditions of locality or factorisability, deriving the Bell inequalities requires assuming that the distribution of hidden variables and Alice's and Bob's measurement settings be independent of each other. We show that (analogously to violations of locality due to action at a distance) certain violations of this Measurement Independence assumption can be associated with a notion of signalling in principle, thus making them also testable in principle, and spell out the appropriate conditions. Accordingly, we show that by imposing no-signalling one can prove a version of Bell's theorem that does not require the assumption of Measurement Independence. We discuss the "Schulman model" as an example, as well as lessons for "experimental metaphysics".
Bell's inequality was originally derived under the assumption that experimenters are free to select detector settings independently of any local ``hidden variables'' that might affect the outcomes of measurements on entangled particles. This assumption has come to be known as ``measurement independence'' (also referred to as ``freedom of choice'' or ``settings independence''). For a two-setting, two-outcome Bell test, we derive modified Bell inequalities that relax measurement independence, for either or both observers, while remaining locally causal. We describe the loss of measurement independence for each observer using the parameters M1{M}_{1}M1​ and M2{M}_{2}M2​, as defined by Hall in 2010, and also by a more complete description that adds two new parameters, which we call $\stackrel{\ifmmode \hat{}\else \^{}\fi{}}{{M}_{1}}$ and $\stackrel{\ifmmode \hat{}\else \^{}\fi{}}{{M}_{2}}$, deriving a modified Bell inequality for each description. These ``relaxed'' inequalities subsume those considered in previous work as special cases, and quantify how much the assumption of measurement independence needs to be relaxed in order for a locally causal model to produce a given violation of the standard Bell-Clauser-Horne-Shimony-Holt (Bell-CHSH) inequality. We show that both relaxed Bell inequalities are tight bounds on the CHSH parameter by constructing locally causal models that saturate them. For any given Bell inequality violation, the new two-parameter and four-parameter models each require significantly less mutual information between the hidden variables and measurement settings than previous models. We conjecture that the new models, with optimal parameters, require the minimum possible mutual information for a given Bell violation. We further argue that, contrary to various claims in the literature, relaxing freedom of choice need not imply superdeterminism.
A violation of Bell-CHSH inequalities does not justify speculations about quantum non-locality, conspiracy and retro-causation. Such speculations are rooted in a belief that setting dependence of hidden variables in a probabilistic model (called a violation of measurement independence (MI)) would mean a violation of experimenters’ freedom of choice. This belief is unfounded because it is based on a questionable use of Bayes Theorem and on incorrect causal interpretation of conditional probabilities. In Bell-local realistic model, hidden variables describe only photonic beams created by a source, thus they cannot depend on randomly chosen experimental settings. However, if hidden variables describing measuring instruments are correctly incorporated into a contextual probabilistic model a violation of inequalities and an apparent violation of no-signaling reported in Bell tests can be explained without evoking quantum non-locality. Therefore, for us, a violation of Bell-CHSH inequalities proves only that hidden variables have to depend on settings confirming contextual character of quantum observables and an active role played by measuring instruments. Bell thought that he had to choose between non-locality and the violation of experimenters’ freedom of choice. From two bad choices he chose non-locality. Today he would probably choose the violation of MI understood as contextuality.
It is well known that there is a freedom-of-choice loophole or superdeterminism loophole in Bell's theorem. Since no experiment can completely rule out the possibility of superdeterminism, it seems that a local hidden variable theory consistent with relativity can never be excluded. In this paper, we present a new analysis of local hidden variable theories. The key is to notice that a local hidden variable theory assumes the universality of the Schroedinger equation, and it permits that a measurement can be in principle undone in the sense that the wave function of the composite system after the measurement can be restored to the initial state. We propose a variant of the EPR-Bohm experiment with reset operactions that can undo measurements. We find that according to quantum mechanics, when Alice's measurement is undone after she obtained her result, the correlation between the results of Alice's and Bob's measurements depends on the time order of these measurements, which may be spacelike separated. Since a local hidden variable theory consistent with relativity requires that relativistically non-invariant relations such as the time order of spacelike separated events have no physical significance, this result means that a local hidden variable theory cannot explain the correlation and reproduce all predictions of quantum mechanics even when assuming superdeterminism. This closes the major superdeterminism loophole in Bell's theorem.