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    What is Delta?

    How much an option price moves for a $1 move in the underlying — the directional exposure number.

    Definition

    Delta (Δ) is the first derivative of option price with respect to the underlying. A delta of 0.45 means the option gains ~$0.45 for every $1 the underlying rises. Calls have positive delta (0 to +1); puts have negative delta (0 to -1). At-the-money options have delta ≈ ±0.5; deep ITM ≈ ±1; deep OTM ≈ 0.

    Why it matters for trading

    • Delta is the position size translator. A trader holding 10 calls with delta 0.45 has the directional exposure of 450 underlying shares — even though the notional capital deployed is a fraction of that.
    • Dealer aggregate delta is what drives gamma hedging flow. When SPX rises, dealer delta goes more positive; they sell underlying to neutralise — that creates the GEX-driven mean-reversion in positive-gamma regimes.
    • Delta probability proxy: a 0.30 delta is informally "30% chance of finishing in-the-money". Useful for sizing wing trades but breaks down near event vol.

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